DEFINED BY OUR PEOPLE

THE QUALITY OF OUR PEOPLE IS THE CORNERSTONE OF OUR ABILITY TO SERVE OUR CLIENTS

About The Beacon Group of Assante Financial Management Ltd.

We are a team of specialists working hard for your business. We operate with the philosophy that we do well when our clients do well.

For over three decades, we have supported our clients’ family values and goals. We have evolved to reflect their changing needs and complexities. We will simplify your life by helping you through complex decisions, as well as taking the lead in managing your evolving financial needs. We facilitate comprehensive wealth planning processes that explore all aspects of a family’s financial strengths and weaknesses, and then implement customized solutions that lead towards successful measurable results.

A graphic depicting the 3 teams at assante as turning gears

*Wealth Planning Services provided through the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP.

The Assante Story

When you choose an Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has become one of the largest Canadian professional services firms in wealth management, supporting over 750 advisors who oversee $28 billion in assets for 300,000 clients and their families nationwide. Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organization. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $140 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

The advantage is clear. You can feel secure knowing that our advisors are looking after your financial needs.

Our corporate core values of integrity, passion and professionalism drive our business. It’s through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice, Our advisors can partner with you to tailor a strategy that meets your unique needs by simplifying and enhancing your financial well-being.

To find out more about Assante Wealth Management, please visit our public website.

Our Values

To intervene meaningfully in the financial lives of our children and grandchildren while we are alive and/or as a legacy.
To achieve a long, comfortable, worry-free retirement without compromising lifestyle or ever running out of money.
To ensure that quality care is available for our parents in their later years.
The ability to create a meaningful legacy to a cause (charity, church, school, etc.) that is important to us.