About Assante First Avenue of CI Assante Wealth Management
Helping You Make Smart Decisions About Your Money
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Saskatoon, Saskatchewan
- Company type
- Privately Held
Assante First Avenue of CI Assante Wealth Management is a full service wealth management firm in Saskatoon, SK. We work primarily with business owner families with complex planning needs.
Our in-house planning experts advise our clients on all facets of their financial lives including cash flow, tax planning, transition and succession, corporate structures, estate wishes and will drafting, and so much more.
We use a straightforward, evidence-based approach to investing combined with a meticulously integrated wealth planning process and superb reporting. You'll always know where you are in relation to your financial goals.
Visit www.assante.com/legal for important legal and regulatory disclosures.
Specialties
- Wealth Planning
- Business Planning
- Estate Planning
- Tax Planning
- Evidence Based Investing
- Succession Planning
- Family Business
- Cash Flow Planning
- Retirement Planning
- Farm Estate Planning
- Life Insurance
- Corporate Structures
- Farm Families
- High Net Worth Investors
- Shareholder Agreements
- Fee Based Advice
- Tax Efficient Investing
- Corporate Class Investments
- Philantrophy
- and Legacy Planning
Company locations
261 1st Ave N, Suite 200, Saskatoon, Saskatchewan S7K 1X2, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 164
- People linked to this company
- 5
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Employer category
Other employer
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