Assante Capital Management Ltd.
CI Assante Wealth Management provides wealth planning and financial advisory services with 30 years of experience, covering investment strategies, risk management, tax planning, and estate planning. The firm manages $69 billion in Canadian wealth through 590+ experienced teams ac
- Emphasis on tax & financial planning
- Caregivers speak French
Strong fit for tax & financial planning.
CI Assante Wealth Management provides wealth planning and financial advisory services with 30 years of experience, covering investment strategies, risk management, tax planning, and estate planning. The firm manages $69 billion in Canadian wealth through 590+ experienced teams across the country.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Canmore families.
Canmore, AB
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| Assante Capital Management Ltd. · this provider | — | — | Tax & Financial Planning |
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