Assante Team

Helping our clients
gain financial confidence

Sound Bites with Alfred Lam

Markets, Webcasts | Nov 7, 2018

You asked your questions, and Alfred answered!  On October 23, 2018, we had the chance to bring Alfred your top ranked questions. Alfred Lam is the Chief Investment Officer of CI Multi-Asset Management, overseeing the asset allocation of over $40 billion. His unparalleled perspective has helped guide clients through a…

Assante Shred & Protect 2018

Events | Oct 16, 2018

You’re Invited… Identity theft is on the rise, but it doesn’t have to hurt you. Join us at this complimentary document shredding event to protect yourself from identity theft. Bring your old cheques, bills and statements, or any confidential documents and the shredding truck will do the work for you!…

Assante Berry Summer Social

Events | Jul 21, 2018

The skies cleared, the band plugged in, and the stage was set for what turned out to be a memorable evening at Krause Berry Farms. From the lawn games and the kid’s bicycle tractors to the fresh peach pie and the stunning botanical gardens… there really was something for everyone…

Assante launches new Charitable Giving Program

Wealth Planning | Jul 10, 2018

Many Canadians choose to make an impact each year by donating their time, expertise, or though monetary donations — there are many reasons and ways to give, and the decision is often personal. As a wealth advisory practice that has always had a philanthropic tilt, we strive to provide philanthropic support…

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