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Gatto Bergman Group - CI Assante Wealth Management logo
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Gatto Bergman Group - CI Assante Wealth Management

2020 Rte Transcanadienne, Dorval, QC H9P 2N4, Canada

Get a free quote from this professional

12 min response time

Get a free quote from this professional

About

Our top priority is providing our clients with peace of mind. Through our comprehensive wealth planning process, we take care of all aspects of our clients’ financial picture.

Our clients' top priorities are:

- Saving on taxes
- Maximizing their wealth
- Retiring comfortably

We look forward to speaking with you!

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12 min response time

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Q&As

Working with our clients. Nothing gives us more satisfaction than a happy client.

We wanted to offer our clients a more comprehensive service offering that went beyond investments.

We put an emphasis on keeping fees low, and comprehensive planning. Importantly, the planning allows us to understand our clients' situation more deeply and provide better investment advice.

We are able to meet clients in person, virtually, or by phone.

For in-person meetings, we have all the protocols in place to respect social distancing. We use large boardrooms that easily accommodate us and leave 6 feet between everyone. Alternatively we are very well set-up for virtual meetings and virtual signatures.

Services

Building a portfolio that suits your needs based on a comprehensive investor profile.

Creating a plan that allows our clients to retire with peace of mind.

We offer a full review of your life, disability, and critical illness insurance needs in order to ensure you are well-protected.