The St-Georges Group, a CI Assante Wealth Management Firm
As a CI Assante wealth management firm, The St-Georges Group simplifies the wealth planning process for you to help you achieve your personal goals. Our comprehensive approach takes into account every aspect of your financial situation to develop a plan to build and preserve your wealth.
Whether you’re a business owner planning for retirement, saving for your family’s future financial security or a philanthropist, you’ll have peace of mind when you entrust the management of your financial goals to our CI Assante Wealth Management firm and its strategic wealth advisors.
The Assante Story
Established in 1995, Assante is one of Canada’s largest wealth management firms. It supports over 900+ advisors who manage several billions in assets for clients and their families across Canada.
In 2003, Assante was acquired by CI Financial Corp, a diversified wealth management firm and one of Canada’s largest investment companies. This acquisition brought additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
The Assante Story
Established in 1995, Assante is one of Canada’s largest wealth management firms. It supports over 900+ advisors who manage several billions in assets for clients and their families across Canada.
In 2003, Assante was acquired by CI Financial Corp, a diversified wealth management firm and one of Canada’s largest investment companies. This acquisition brought additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
The Advantages Are Clear
By entrusting your financial needs to a CI Assante Wealth Management firm, you can feel secure. Overall, Assante’s wealth advisors manage almost twice as many assets as advisors at other leading independent firms. This is a testament to their skill and the trust they have earned with their clients.
With access to a multitude of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through the Assante Wealth Management sister company CI Global Asset Management and CI Assante Private Client, a subsidiary of CI Private Counsel L.P.
The core values of integrity, passion and professionalism are the foundation of Assante’s business. It is through a comprehensive approach and by offering a full range of integrated services and advice that The St-Georges Group advisors can work with you to customize a strategy that meets your unique needs and simplifies and enhances your financial well-being.
For more information about CI Assante Wealth Management, please visit their public website.
Benefits of Working
With a CI Assante Wealth
Management Firm
How Assante Wealth Management Protects Your Assets
To protect your assets, Assante Wealth Management, in partnership with its professional advisors, has put in place the following four important safeguards: strong corporate backing, security safekeeping, adherence to strict industry standards and industry-wide investor protection.
To find out more about how your assets are protected, we encourage you to visit these online sources:
You Can Trust The St-Georges Group
When it comes to managing your wealth, you can trust our strategic wealth advisors. As a CI Assante wealth management firm, The St-Georges Group offers you an integrated wealth planning approach to help you achieve your personal and professional goals. In addition, you can rest easy knowing that your assets are protected by the various measures put in place by CI Assante Wealth Management. Please do not hesitate to contact us for more information about our wealth management strategies.