Private Client Investment Counsel services are offered through CI Assante Private Client, a division of CI Private Counsel LP, providing high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client investment service by CI Assante Private Client Investment Counsellors and comprehensive wealth plans prepared by their team of legal, accounting and financial planning professionals.
Private Client Investment Counsel is available by referral to CI Assante Private Client, a division of CI Private Counsel LP.
A tailored wealth plan
Direct access to the investment management and wealth planning professionals of Assante
CI Assante Private Client, a division of CI Private Counsel LP
Innovative tax optimization strategies, including tax-efficient Corporate Class mandates for non-registered accounts
Advanced portfolio management
Assets are segregated with a separate custodian for added protection
Integration of business interests
Exclusive Private Client quarterly publication
For more information about the Private Client program, please speak to our team to find out if it’s right for you.