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The Private Client Managed Portfolios provide high net worth individuals, families and businesses...

Wealth Management Solutions – Your wealth matters.

At Assante in Quebec, our mission is to provide complete wealth management solutions and assist in the process of wealth creation and prosperity for families and businesses in Quebec.

Peace of mind with our Investment Advisors

You can have peace of mind when an Assante Advisor is handling your wealth matters. We are backed by one of Canada’s largest diversified investment management firms, CI Financial Corp. Since its founding over forty years ago, CI has grown to become one of the top three firms in the industry with almost $100 billion in total fee-earning assets and with a track record as one of the best performing securities on the S&P/TSX.

Wealth planning solutions based on our core values

We are supported nationally by a team of professionals including lawyers, tax accountants, and financial analysts that help ensure you make the right decision about your wealth, and help you build the future you desire. Our intervention is based on our core values of integrity, passion and professionalism, and we partner with you to understand your specific needs in order to simplify and enhance your financial well-being.

If you are looking for a financial solution that will simplify and enhance your life, contact us for a confidential consultation.

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Our News 2017 Personal Income Tax Organizer 30 Mar 2017

The 2017 Personal Income Tax Organizer and Personal Tax Calendar for 2017 are now available, see our Tools and Calculators page for...

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As important as it is to stay on top of current market and economic information, it is equally critical that you...

Jul 23, 2017 00:36 EST - Stock Prices delayed by 20 minutes Source:
S&P/TSX 15183.13 -81.51
Dow Jones 21580.07 -31.71
S&P 500 2472.54 -0.91
NASDAQ 6386.74 -3.26
CAD/USD 0.80 +0.00
Oil (NY) 45.70 -1.22
Gold (NY) 1255.00 +9.50
Natural Gas 2.96 -0.09
CIX-T 27.78 +0.04