Best Ci Financial Ottawa Near Me

4worldlovers: Everyone deserves and benefits from a comprehensive approach to wealth planning.

We work to ensure clients have a blueprint that incorporates all facets of their lives in a

Simple framework capitalizing on opportunities, reducing uncertainty, and preparing for the future.

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund

4worldlovers: Providing innovative, practical and secure solutions to business owners and their families. The diverse and extensive experience of our team enables us to successfully align with personal and corporate goals.

We have reimagined employee benefits from the ground up. Deliver more flexibility and cost control than you ever thought possible.

True financial planning begins with the end in mind. You’re working hard, you’ve taken risks and many people depend on your success. Let CAPCORP work hard for you.

We are independent wealth advisors with a mission to help you achieve complete financial freedom. Our low fee, alternative, and transparent solutions deliver results that our client-families have been rewarded with for decades.

As a company with three generations of family involvement and over 40 years of success, we enjoy a certain stability that enables us to foster long-lasting relationships with our clients and partners.

We are business owners just like you. 40 years of gathering experience and sharing advice with business owners.


Offering any product for any situation, tailoring a solution to meet your unique needs.

We love giving back to the community that’s given us so much.

4worldlovers:
Growing your assets securely is one of our key priorities. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families. Talk with an advisor near you.


Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.


Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.


Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.


With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.


There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.

By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.

We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out. It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.

Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.

If you’re seeking expert advice and financial solutions tailored to your specific circumstances, look no further. Assante advisors have the experience and capabilities to support your unique needs – now and for life.

Since our founding in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are:

A public company as of 1994 and one of the top firms in the industry

Focused on operating with responsibility and integrity in all aspects of our business

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably.

Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG.