Assante Wealth Management (Canada) Ltd. offers a variety of financial and life management products and services through its various operating subsidiaries. References to “Assante” or “we” may refer either to Assante Wealth Management (Canada) Ltd. or to its operating subsidiaries. By accessing this web site, you agree to be bound by and accept the following terms:
The content of this web site is provided for information purposes only and is not intended to provide you with specific advice with respect to your financial, investment, tax, legal or accounting matters. For information specific to your situation you should consult your advisor or other appropriate investment, legal or accounting professionals.
Information provided on this web site is believed to be reliable when posted. Assante Wealth Management (Canada) Ltd. (together with its dealer subsidiaries herein collectively referred to as “Assante”) cannot guarantee its accuracy and information may change without prior notice. Assante or any of its related corporations or affiliates is not responsible in any manner for direct, indirect, special or consequential damages however caused, arising out of the use of this web site.
Products and Services Provided
Assante offers a variety of financial and wealth management products and services as outlined below. Assante Financial Management Ltd. (“AFM”) AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”). The MFDA is the national self-regulatory organization (“SRO”) for the distribution side of the Canadian mutual fund industry. To learn more about the MFDA please visit http://www.mfda.ca.
AFM advisors are currently licensed to sell mutual funds, guaranteed investment certificates (“GICs”) and government bonds. Your advisor may also offer insurance related products, such as segregated funds, provided that they are duly registered to do so under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.
Fund Performance and Simplified Prospectus
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise indicated and except for returns for periods less than one year, the indicated rates of return are the historical annual compounded total returns including changes in security value. All performance data assume reinvestment of all distributions or dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the United Cash Management Pool nor the Artisan Canadian T-Bill Portfolio will be able to maintain their net asset value per security at a constant amount or that the full amount of your investment in these funds will be returned to you.
Third Party Links
Links to other web sites are for convenience only, are independent from Assante and therefore Assante has no control over the content of a linked web site. Assante will not be liable for any inaccuracies in such information or for the content of any linked web sites that are not maintained by Assante nor does Assante endorse any product or service available through a linked web site. Assante makes no claims that third party web sites will be free of viruses, worms, trojan horses or other destructive components on or from such web sites. Linking to another web site is at your sole risk and Assante is not responsible or liable for any damages in connection with linking
For information with respect to important legal and regulatory disclosures relating to this notice please visit https://www.assante.com/legal.
What our clients are saying.
Get to know what our past clients have to say about our services.
"Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.
"Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.
"Having a financial plan has given us confidence and peace of mind." ~ R.T.
"Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.
"Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.
"Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.
"Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.