Unified Advisory Group - CI Assante Wealth Management Ltd.

Unified Advisory Group operates under CI Assante Wealth Management Ltd. and serves families across Canada.

We are building a planning-led advisory practice rather than a transactional financial-services business. Our work can involve comprehensive financial planning, retirement planning, corporate and personal tax-planning coordination, estate planning, insurance and risk management, investment management, business-owner planning and coordination with clients' accountants, lawyers and other professionals.

We believe strong advice depends on more than the advisor sitting across the table from the client. It depends on a capable team that thinks critically, prepares thoroughly, catches details, follows through and continuously improves how work gets done.

Our values are: • Simplification specialists. We make the complex simple. • Collaborative mindset. We work as a unified team. • Detail-oriented. We take care of the little things. • Difference makers. We better the people and communities around us. • Intentional. We do everything with purpose. • Curious lifelong learners. We are always looking to learn, grow and teach.