About the Candidate
Assante Financial Management Ltd.
Since its founding in 1965, CI Financial has anticipated and responded to the changing needs of Canadians. The firm offers innovative and industry-leading investment options and comprehensive wealth services to meet the needs of all investors.
自 1965 年成立以来，CI Financial 一直预见并响应加拿大人不断变化的需求。 该公司提供创新和行业领先的投资选择和全面的财富服务，以满足所有投资者的需求。
650 W Georgia St #800, Vancouver, BC V6B 4N8
(604) 687-7526
service@assante.comAn Assante advisor will work with the client to develop a personalized wealth management strategy to meet all of the client's financial milestones.
Assante顾问将与客户一起制定个性化的财富管理策略，以满足客户所有的财务里程碑。
Service and Products
Investment services and strategies
Risk management and insurance
Tax planning
Estate planning
Retirement planning
Charitable giving
服务与产品：
投资服务和策略
风险管理和保险
税收筹划
遗产规划
退休计划
慈善捐赠
official website: https://www.cifinancial.com/ci-assante/ca/en/index.html
官方网站：https://www.cifinancial.com/ci-assante/ca/en/index.html