CI Assante Wealth Management
500 Spadina Crescent East, Saskatoon, SK, Canada
500 Spadina Crescent East, Saskatoon, SK, Canada
We desire to listen to your unique situation and help you sleep easier at night knowing that your financial picture is looked after. We will carefully work with you to develop an individual financial plan to implement based on your unique goals and values.
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What do you love most about your job?
Listening to clients describe their dreams and the relationship formed through the financial planning process.
What inspired you to start your own business?
I want to empower people to build great lives. I want them to feel confident and secure in their financial future.
Why should our clients choose you?
I take clients through a specific process to make sure that their needs are looked after. I intentionally listen to clients to make sure I am addressing all of their concerns and providing the best service possible.
Can you provide your services online or remotely? If so, please add details.
Yes, I offer virtual and in-person meetings. I use screen sharing to illustrate different scenarios to clients.
What changes have you made to keep your customers safe from Covid-19?
I follow all restrictions and protocols when meeting with clients. I also offer virtual advising to limit contact.
Financial Planning
We will work with you to develop a plan to help you build your best life and ensure that your stewardship reflects your values. We want you to meet your financial goals!
Wealth Management
We offer a range of wealth products to help you achieve the best returns based on your specific requirements.
Insurance
We offer life and health insurance to protect your assets and the people you care about most. You've spent your life building your wealth, it is worth protecting!
We offer:
- Life insurance
- Critical illness insurance
- Disability insurance
- Benefits
