Wealth Management Services
Providing investment, retirement, and wealth management services in a sincere, sensible, and straightforward manner to the Ottawa area for over 50 years. Products offered through CI Assante Wealth Management.
Wealth Management Services
Our comprehensive wealth management plans help you define, grow, and protect the things you care about most. Giving you the ability to sleep well at night knowing your future is in good hands; ours.
Services we Offer Through
CI Assante Wealth Management
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A service designed to help us define and prioritize your financial objectives. By working closely with our experts, you can establish clear, actionable goals that align with your emotional, familial, social, and monetary values.
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We calculate the current worth of all your future cash flows or investments, enabling us to make more informed decisions about your financial prospects.
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A detailed forecast of your future financial performance, considering factors like investments, retirement savings, and other income sources. With these projections, we can better make an informed, comprehensive plan to meet your goals.
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A comprehensive analysis of your current financial holdings, including investments, real estate, and other assets. We help you gain a clear understanding of your net worth, identify areas for potential growth, and make informed decisions to optimize your portfolio and work towards your objectives.
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Once an evaluation is complete, we make recommendations on the ideal composition of your assets to maximize earning potential, meet your risk profile, and reduce your tax liability.
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We evaluate your individual tolerance and exposure to various financial risks, which helps us guide the development of tailored strategies that leave you feeling comfortable.
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Designed to assist you in consolidating, and strategically handling your debts, we ultimately aim to help you achieve financial stability. This is done by reducing interest costs, streamline repayments, creditor negotiation, and evaluating assets.
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A service designed to help your minimize your tax liability while maximizing your financial outcomes. Through strategic planning, we identify opportunities to reduce tax burdens, and optimize deductions in a way that aligns with your financial goals and complies with tax regulations.
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We evaluate and guide you in understanding various government initiatives, grants, or subsidies that may be available—ensuring we maximize your benefit from all that’s on offer.
Who We Help
Individuals
It’s never too early to start planning for your financial future. Whether you’re in your first job, or looking to save for the next big step, we know how to maximize your potential. The best part? No minimum asset requirement.
Business Owners
Planning for the future is always a constant balancing act between risk, business goals, and current market conditions. With over 50 years of experience doing just that, we’ll make sure your business is on the right path forward so you can focus on driving growth.
Families
Whether you’re just starting a family or are empty nesters, having a robust wealth management plan that includes retirement strategies, family trusts, and estate plans can set you and your children up for a life of stress-free living.
Retirees
Wealth management doesn’t stop once you’ve reached retirement age. From debt to taxes to pensions, we’re focused on helping you maximize your potential, so you can continue to enjoy life how you’ve always intended to.
Your future in good hands.
Only a step away.
Looking for financial advice and don’t know where to start? We’re here for you.