Assante Financial Management Ltd.
CI Assante Wealth Management offers personalized wealth management strategies covering investment services, risk management, tax planning, and estate planning for Canadian families and business owners. With 30 years of experience and 590+ wealth management teams, they help client
- Emphasis on tax & financial planning
- Caregivers speak French
Strong fit for tax & financial planning.
CI Assante Wealth Management offers personalized wealth management strategies covering investment services, risk management, tax planning, and estate planning for Canadian families and business owners. With 30 years of experience and 590+ wealth management teams, they help clients achieve retirement and financial milestones.
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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 Lloydminster families.
Lloydminster, AB
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| Assante Financial Management Ltd. · this provider | — | — | Tax & Financial Planning |
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