Assante Financial Management Ltd.
CI Assante Wealth Management provides wealth planning and financial advisory services with 30 years of experience, offering investment strategies, risk management, tax planning, and estate planning to help clients meet life goals. The firm serves Canadian families, professionals,
- 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, offering investment strategies, risk management, tax planning, and estate planning to help clients meet life goals. The firm serves Canadian families, professionals, and business owners with access to professional resources including analysts and lawyers.
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What they're known for.
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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 St. Albert families.
St. Albert, AB
Compare with similar St. Albert providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Assante Financial Management Ltd. · this provider | — | — | Tax & Financial Planning |
| Weary & Company | 74 | 4.8 | Wills & Estates |
| Nguyen Scott LLP | 64 | 4.7 | Tax & Financial Planning |
| Ritzen Warshawski Anderson Manning LLP | 59 | 4.8 | Wills & Estates |
| Foisy Law Offices | 52 | 4.0 | Estate Administration / Probate |
| Lift Legal | 46 | 4.8 | Wills & Estates |
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