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596 597 598 599 600 601 602 <div class="homepage-hero-container homepage-hero-container--small-padding " role="banner" data-desktop-file="/content/dam/ci-assante/homepage/videos/iStock-1945436042.mp4" data-is-video-desktop-file="true" data-is-video-tablet-file="false" data-is-video-mobile-file="false"> 603 604 <video class="homepage-hero-video" aria-hidden="true" autoplay disablepictureinpicture disableremoteplayback loop muted playsinline> 605 <source/> 606 </video> 607 608 <div class="homepage-hero-overlay homepage-hero-overlay--video-variant"></div> 609 <div class="homepage-hero-content-wrapper"> 610 <section class="hero-wrapper"> 611 <h1 class="hero-title">AT CI ASSANTE, ALL SUCCESS IS PERSONAL</h1> 612 <p class="hero-description">Growing your assets securely is one of our key priorities. It goes hand in hand with our mission â to help create wealth and prosperity for Canadian families, professionals and business owners. Talk with an advisor near you.</p> 613 <div class="hero-cta-wrapper"> 614 <a class="hero-cta hero-primary-cta" href="/ci-assante/ca/en/locator.html" target="_self"> 615 Find an advisor 616 </a> 617 618 </div> 619 </section> 620 <div class="play-pause-svg-container"> 621 <button class="play-pause-button"> 622 <svg class="hero-video-play-icon"> 623 <use xlink:href="#icon-hero-play"></use> 624 </svg> 625 <svg class="hero-video-pause-icon"> 626 <use xlink:href="#icon-hero-pause"></use> 627 </svg> 628 </button> 629 </div> 630 </div> 631 </div> 632 633</div> 634<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--default--2 aem-GridColumn--offset--phone--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--10"> 635 636 637 638 <div class="cc layout-sm "> 639 640 641 642 <div id="container-7830de78ab" class="cmp-container padding-rt-threexl padding-lt-xl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-xl margin-bt-xl margin-rtdesk-xl margin-btmobile-threexl margin-topmobile-threexl bkg-none border-none border-none borderleft-copper-thin bullet-default bullet-default align-default "> 643 644 645 646<div class="aem-Grid aem-Grid--10 aem-Grid--tablet--10 aem-Grid--default--10 aem-Grid--phone--10 aem-Grid--largetablet--10 "> 647 648 <div class="text aem-GridColumn--tablet--10 aem-GridColumn--phone--10 aem-GridColumn--largetablet--10 aem-GridColumn aem-GridColumn--default--10"> 649<div data-cmp-data-layer="{"text-fb558d3570":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-20T20:27:58Z","xdm:text":"<p><span class=\"h2-d\">CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.</span></p>\r\n"}}" id="text-fb558d3570" class="cmp-text"> 650 <p><span class="h2-d">CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.</span></p> 651 652</div> 653 654 655 656</div> 657 658 659</div> 660 661 </div> 662 663 664 </div> 665 666 667</div> 668<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 669 670 671 672 <div class="cc layout-sm "> 673 674 675 676 <div id="container-19dcdd9053" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-xl margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-twoxl bkg-white border-none border-none border-none bullet-default bullet-default align-default "> 677 678 679 680<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 681 682 <div class="teaser-custom teaser aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"><div class="teaser-ci"> 683 <div class="imgright linedesc largetablet-stack class name"> 684 685<div id="teaser-custom-58c81cea9a" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-58c81cea9a":{"@type":"
685ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-12-22T20:06:33Z","dc:title":"THE CI ASSANTE ADVANTAGE","dc:description":"<p><span class=\"small-d\"><strong>Advisors play a crucial role in keeping you focused on reaching your goals with confidence.</strong> With 30 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.<br>\r\n <br>\r\n </span><span class=\"h1-d\">$69</span>&nbsp;<span class=\"body-d\">billion of Canadian wealth<br>\r\n <br>\r\n </span><span class=\"h1-d\">590+</span>&nbsp;<span class=\"body-d\">experienced wealth management teams<br>\r\n <br>\r\n </span><span class=\"h1-d\">1995</span>&nbsp;founding date&nbsp;</p>\r\n","xdm:linkURL":"/ci-assante/ca/en/about/experience-assante-advantage.html"}}"> 686 687 <div class="cmp-teaser__image"> 688<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_785586129/teaser_custom_copy.coreimg{.width}.jpeg/1766433993184/the-assante-advantage.jpeg" data-asset="/content/dam/ci-assante/homepage/images/the-assante-advantage.jpg" data-asset-id="bf5470c0-391f-46c9-85ca-d77b17c88501" data-title="Chaise longue in a tropical swimming pool" id="image-58c81cea9a" data-cmp-data-layer="{"image-58c81cea9a":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-12-22T20:06:33Z","image":{"repo:id":"bf5470c0-391f-46c9-85ca-d77b17c88501","repo:modifyDate":"2025-07-10T16:48:34Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/homepage/images/the-assante-advantage.jpg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 689 690 691 692 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_785586129/teaser_custom_copy.coreimg.jpeg/1766433993184/the-assante-advantage.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Chaise longue in a tropical swimming pool"/> 693 694 695 696 697 698</div> 699 700 701 702</div> 703 704 <div class="cmp-teaser__content"> 705 706 707 708 709 <h2 class="cmp-teaser__title h3-d"> 710 THE CI ASSANTE ADVANTAGE 711 </h2> 712 713 714 <div class="cmp-teaser__description"><p><span class="small-d"><strong>Advisors play a crucial role in keeping you focused on reaching your goals with confidence.</strong> With 30 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.<br /> 715 <br /> 716 </span><span class="h1-d">$69</span> <span class="body-d">billion of Canadian wealth<br /> 717 <br /> 718 </span><span class="h1-d">590+</span> <span class="body-d">experienced wealth management teams<br /> 719 <br /> 720 </span><span class="h1-d">1995</span> founding date </p> 721</div> 722 723 724 <div class="cmp-teaser__action-container"> 725 726 <div> 727 728 <div class="button-primary"> 729 <a class="cmp-teaser__action-link" href="/ci-assante/ca/en/about/experience-assante-advantage.html" aria-label="CI ASSANTE ADVANTAGE">CI ASSANTE ADVANTAGE</a> 730 </div> 731 732 </div> 733 734 </div> 735 736 </div> 737</div> 738 739 740 741 742 </div> 743</div> 744</div> 745 746 747</div> 748 749 </div> 750 751 752 </div> 753 754 755</div> 756<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 757 758 759 760 <div class="cc layout-full "> 761 762 763 764 <div id="container-7edd457fbd" class="cmp-container padding-rt-none padding-lt-none padding-top-lg padding-bt-lg margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-greyone border-none border-none border-none bullet-default bullet-default align-default "> 765 766 767 768<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 769 770 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 771 772 773 774 <div class="cc layout-sm "> 775 776 777 778 <div id="container-3978b265f6" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 779 780 781 782<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 783 784 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 785 786 787 788 <div class="cc layout-full "> 789 790 791 792 <div id="container-459e16164b" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-xs margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-xl margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-center "> 793 794 795 796<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 797 798 <div class="title aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"> 799<div data-cmp-data-layer="{"title-b907aa317a":{"@type":"ci-assante/components/ci-core/title","repo:modifyDate":"2022-05-09T15:11:17Z","dc:title":"What our clients have to say"}}" id="title-b907aa317a" class="cmp-title"> 800 <h2 class="cmp-title__text h2-d">What our clients have to say</h2> 801 802</div> 803 804 805</div> 806 807 808</div> 809 810 </div> 811 812 813 </div> 814 815 816</div> 817<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--6"> 818 819 820 821 <div class="cc layout-full "> 822 823 824 825 <div id="container-ad20c057e7" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-med margin-bt-none margin-rtdesk-xl margin-btmobile-xl margin-topmobile-lg bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 826 827 828 829<div class="aem-Grid aem-Grid--6 aem-Grid--tablet--12 aem-Grid--default--6 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 830 831 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"> 832<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_577048846_/container_1088450722/container_1270029145/image.coreimg{.width}.svg/1618336660495/icon-quote-emerald.svg" data-asset="/content/dam/ci-assante/general-images/icon-quote-emerald.svg" data-asset-id="e379ff87-e228-4053-81e0-89271696da40" data-title="Quotes" id="image-9fc96ed7c0" data-cmp-data-layer="{"image-9fc96ed7c0":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-04-12T20:14:27Z","image":{"repo:id":"e379ff87-e228-4053-81e0-89271696da40","repo:modifyDate":"2021-04-13T17:57:40Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/general-images/icon-quote-emerald.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 833 834 835 836 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_577048846_/container_1088450722/container_1270029145/image.coreimg.svg/1618336660495/icon-quote-emerald.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Quotes"/> 837 838 839 840 841 842</div> 843 844 845 846</div> 847<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"> 848<div data-cmp-data-layer="{"text-9f7bb9f3e3":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2022-05-09T15:10:34Z","xdm:text":"\r\n<blockquote><span class=\"body-d\"><em>
848We 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.&nbsp; 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.<br>\r\n</em> <br>\r\n </span></blockquote>\r\n"}}" id="text-9f7bb9f3e3" class="cmp-text"> 849 850<blockquote><span class="body-d"><em>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.<br /> 851</em> <br /> 852 </span></blockquote> 853 854</div> 855 856 857 858</div> 859<div class="teaser-custom teaser aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"><div class="teaser-ci"> 860 <div class="imgblockleft alwaysshow class name"> 861 862<div id="teaser-custom-7476048887" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-7476048887":{"@type":"
862ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2022-05-09T15:11:05Z","dc:description":"<p><span class=\"small-d\"><span class=\"h4-d\">Dave and Lisa Orcutt</span></span></p>\r\n<p><span class=\"small-d\">Dorval, Quebec</span></p>\r\n<p><span class=\"small-d\">Client of Joe Pizzuco</span></p>\r\n"}}"> 863 864 865 866 <div class="cmp-teaser__content"> 867 868 869 870 871 872 873 874 <div class="cmp-teaser__description"><p><span class="small-d"><span class="h4-d">Dave and Lisa Orcutt</span></span></p> 875<p><span class="small-d">Dorval, Quebec</span></p> 876<p><span class="small-d">Client of Joe Pizzuco</span></p> 877</div> 878 879 880 881 882 </div> 883</div> 884 885 886 887 888 </div> 889</div> 890</div> 891 892 893</div> 894 895 </div> 896 897 898 </div> 899 900 901</div> 902<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--6"> 903 904 905 906 <div class="cc layout-full "> 907 908 909 910 <div id="container-ffa0b6c485" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-med margin-bt-none margin-rtdesk-xl margin-btmobile-none margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 911 912 913 914<div class="aem-Grid aem-Grid--6 aem-Grid--tablet--12 aem-Grid--default--6 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 915 916 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"> 917<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_577048846_/container_1088450722/container_1270029145_1420873334/image.coreimg{.width}.svg/1618336660495/icon-quote-emerald.svg" data-asset="/content/dam/ci-assante/general-images/icon-quote-emerald.svg" data-asset-id="e379ff87-e228-4053-81e0-89271696da40" data-title="Quotes" id="image-d97822673e" data-cmp-data-layer="{"image-d97822673e":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-04-12T20:14:21Z","image":{"repo:id":"e379ff87-e228-4053-81e0-89271696da40","repo:modifyDate":"2021-04-13T17:57:40Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/general-images/icon-quote-emerald.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 918 919 920 921 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_577048846_/container_1088450722/container_1270029145_1420873334/image.coreimg.svg/1618336660495/icon-quote-emerald.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Quotes"/> 922 923 924 925 926 927</div> 928 929 930 931</div> 932<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"> 933<div data-cmp-data-layer="{"text-266ebe48e7":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2023-10-11T16:34:39Z","xdm:text":"<blockquote><span class=\"body-d\"><em>Janine is the perfect example of somebody who isnât just in the investment business, sheâs 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.</em></span></blockquote>\r\n<p>&nbsp;</p>\r\n"}}" id="text-266ebe48e7" class="cmp-text"> 934 <blockquote><span class="body-d"><em>Janine is the perfect example of somebody who isnât just in the investment business, sheâs 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.<
934/em></span></blockquote> 935<p>Â </p> 936 937</div> 938 939 940 941</div> 942<div class="teaser-custom teaser aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--6"><div class="teaser-ci"> 943 <div class="imgblockleft alwaysshow class name"> 944 945<div id="teaser-custom-cbd6069f43" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-cbd6069f43":{"@type":"ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2022-05-09T15:11:50Z","dc:description":"<p><span class=\"small-d\"><span class=\"h4-d\">Heather R.</span></span></p>\r\n<p><span class=\"small-d\">Toronto, Ontario</span></p>\r\n<p><span class=\"small-d\">Client of Janine Purves since 2004</span></p>\r\n"}}"> 946 947 948 949 <div class="cmp-teaser__content"> 950 951 952 953 954 955 956 957 <div class="cmp-teaser__description"><p><span class="small-d"><span class="h4-d">Heather R.</span></span></p> 958<p><span class="small-d">Toronto, Ontario</span></p> 959<p><span class="small-d">Client of Janine Purves since 2004</span></p> 960</div> 961 962 963 964 965 </div> 966</div> 967 968 969 970 971 </div> 972</div> 973</div> 974 975 976</div> 977 978 </div> 979 980 981 </div> 982 983 984</div> 985 986 987</div> 988 989 </div> 990 991 992 </div> 993 994 995</div> 996 997 998</div> 999 1000 </div> 1001 1002 1003 </div> 1004 1005 1006</div> 1007<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1008 1009 1010 1011 <div class="cc layout-full "> 1012 1013 1014 1015 <div id="container-b83772fb00" class="cmp-container padding-rt-none padding-lt-none padding-top-twoxl padding-bt-twoxl margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-sapphire border-none border-none border-none bullet-default bullet-default align-default "> 1016 1017 1018 1019<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1020 1021 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1022 1023 1024 1025 <div class="cc layout-sm "> 1026 1027 1028 1029 <div id="container-78bc5b21a9" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1030 1031 1032 1033<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1034 1035 <div class="container responsivegrid aem-GridColumn--default--none aem-GridColumn--offset--largetablet--2 aem-GridColumn--offset--default--2 aem-GridColumn--offset--phone--0 aem-GridColumn--largetablet--8 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--8"> 1036 1037 1038 1039 <div class="cc layout-full "> 1040 1041 1042 1043 <div id="container-a5b3bf0e14" class="cmp-container padding-rt-lg padding-lt-lg padding-top-none padding-bt-xl margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1044 1045 1046 1047<div class="aem-Grid aem-Grid--8 aem-Grid--tablet--10 aem-Grid--default--8 aem-Grid--phone--10 aem-Grid--largetablet--8 "> 1048 1049 <div class="text aem-GridColumn--tablet--10 aem-GridColumn--phone--10 aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--largetablet--8"> 1050<div data-cmp-data-layer="{"text-f89479ff4c":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-12-22T20:06:45Z","xdm:text":"<p style=\"text-align: center;\"><span class=\"h2-l\">Our Services</span></p>\r\n<p style=\"text-align: center;\">&nbsp;</p>\r\n<p style=\"text-align: center;\"><span class=\"small-l\">Your CI Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.</span></p>\r\n"}}" id="text-f89479ff4c" class="cmp-text"> 1051 <p style=" text-align: center; 1052"><span class="h2-l">Our Services</span></p> 1053<p style=" text-align: center; 1054">Â </p> 1055<p style=" text-align: center; 1056"><span class="small-l">Your CI Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.</span></p> 1057 1058</div> 1059 1060 1061 1062</div> 1063 1064 1065</div> 1066 1067 </div> 1068 1069 1070 </div> 1071 1072 1073</div> 1074 1075 1076</div> 1077 1078 </div> 1079 1080 1081 </div> 1082 1083 1084</div> 1085<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1086 1087 1088 1089 <div class="cc layout-sm "> 1090 1091 1092 1093 <div id="container-65d3d8346e" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-med bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1094 1095 1096 1097<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1098 1099 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1100 1101 1102 1103 <div class="cc layout-full "> 1104 1105 1106 1107 <div id="container-552cf2f025" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1108 1109 1110 1111<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1112 1113 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1114 1115 1116 1117 <div class="cc layout-full "> 1118 1119 1120 1121 <div id="container-613aee7729" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1122 1123 1124 1125<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1126 1127 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1128<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286_/container/image.coreimg{.width}.svg/1620755567019/icon-service-1-hmpg-teal.svg" data-asset="/content/dam/ci-assante/h
1128omepage/icon-service-1-hmpg-teal.svg" data-asset-id="e97317b5-61a8-4fbd-a40e-d47ac48a9a1d" data-title="Service Icon" id="image-711afcb2c1" data-cmp-data-layer="{"image-711afcb2c1":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-04-22T20:38:33Z","image":{"repo:id":"e97317b5-61a8-4fbd-a40e-d47ac48a9a1d","repo:modifyDate":"2021-05-11T17:52:47Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-1-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1129 1130 1131 1132 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286_/container/image.coreimg.svg/1620755567019/icon-service-1-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Service Icon"/> 1133 1134 1135 1136 1137 1138</div> 1139 1140 1141 1142</div> 1143 1144 1145</div> 1146 1147 </div> 1148 1149 1150 </div> 1151 1152 1153</div> 1154<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1155<div data-cmp-data-layer="{"text-30739834fc":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:33:39Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10px;\"><span class=\"h3-l\"> Investment services and strategies </span></h3>\r\n"}}" id="text-30739834fc" class="cmp-text"> 1156 <h3 style=" margin-top: 30.0px; 1157 margin-bottom: 10.0px; 1158"><span class="h3-l"> Investment services and strategies </span></h3> 1159 1160</div> 1161 1162 1163 1164</div> 1165<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1166<div data-cmp-data-layer="{"text-2dc05bdd88":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-10T20:17:48Z","xdm:text":"<p><span class=\"small-l\">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.</span></p>\r\n"}}" id="text-2dc05bdd88" class="cmp-text"> 1167 <p><span class="small-l">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.</span></p> 1168 1169</div> 1170 1171 1172 1173</div> 1174 1175 1176</div> 1177 1178 </div> 1179 1180 1181 </div> 1182 1183 1184</div> 1185<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1186 1187 1188 1189 <div class="cc layout-full "> 1190 1191 1192 1193 <div id="container-c7594a087a" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1194 1195 1196 1197<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1198 1199 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1200 1201 1202 1203 <div class="cc layout-full "> 1204 1205 1206 1207 <div id="container-c42e3f14a8" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1208 1209 1210 1211<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1212 1213 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1214<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286__1365299377/container/image.coreimg{.width}.svg/1620755606437/icon-service-2-hmpg-teal.svg" data-asset="/content/dam/ci-assante/h
1214omepage/icon-service-2-hmpg-teal.svg" data-asset-id="9633cf7a-7935-4b06-9fe9-853c21efface" data-title="Chart Icon" id="image-3c379cce73" data-cmp-data-layer="{"image-3c379cce73":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-05-11T17:53:26Z","image":{"repo:id":"9633cf7a-7935-4b06-9fe9-853c21efface","repo:modifyDate":"2021-05-11T17:52:52Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-2-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1215 1216 1217 1218 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286__1365299377/container/image.coreimg.svg/1620755606437/icon-service-2-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Chart Icon"/> 1219 1220 1221 1222 1223 1224</div> 1225 1226 1227 1228</div> 1229 1230 1231</div> 1232 1233 </div> 1234 1235 1236 </div> 1237 1238 1239</div> 1240<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1241<div data-cmp-data-layer="{"text-18d30b8f1c":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:33:49Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10px;\"><span class=\"h3-l\"> Risk management and insurance</span></h3>\r\n"}}" id="text-18d30b8f1c" class="cmp-text"> 1242 <h3 style=" margin-top: 30.0px; 1243 margin-bottom: 10.0px; 1244"><span class="h3-l"> Risk management and insurance</span></h3> 1245 1246</div> 1247 1248 1249 1250</div> 1251<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1252<div data-cmp-data-layer="{"text-72320ae78f":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-12-22T20:06:57Z","xdm:text":"<p><span class=\"small-l\">With the help of your CI Assante advisor, you can implement a program that strengthens and safeguards your familyâs financial security through a personalized plan.</span></p>\r\n"}}" id="text-72320ae78f" class="cmp-text"> 1253 <p><span class="small-l">With the help of your CI Assante advisor, you can implement a program that strengthens and safeguards your familyâs financial security through a personalized plan.</span></p> 1254 1255</div> 1256 1257 1258 1259</div> 1260 1261 1262</div> 1263 1264 </div> 1265 1266 1267 </div> 1268 1269 1270</div> 1271<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1272 1273 1274 1275 <div class="cc layout-full "> 1276 1277 1278 1279 <div id="container-c2370072e1" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1280 1281 1282 1283<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1284 1285 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1286 1287 1288 1289 <div class="cc layout-full "> 1290 1291 1292 1293 <div id="container-c86e7c16c9" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1294 1295 1296 1297<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1298 1299 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1300<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286__1181730930/container/image.coreimg{.width}.svg/1620755617794/icon-service-3-hmpg-teal.svg" data-asset="/content/dam/ci-assante/h
1300omepage/icon-service-3-hmpg-teal.svg" data-asset-id="db161590-8a9d-49c5-a130-85a87868d046" data-title="handshake icon" id="image-fec7100556" data-cmp-data-layer="{"image-fec7100556":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-05-11T17:53:37Z","image":{"repo:id":"db161590-8a9d-49c5-a130-85a87868d046","repo:modifyDate":"2021-05-11T17:52:52Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-3-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1301 1302 1303 1304 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container/container_542685286__1181730930/container/image.coreimg.svg/1620755617794/icon-service-3-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="handshake icon"/> 1305 1306 1307 1308 1309 1310</div> 1311 1312 1313 1314</div> 1315 1316 1317</div> 1318 1319 </div> 1320 1321 1322 </div> 1323 1324 1325</div> 1326<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1327<div data-cmp-data-layer="{"text-766ec03a52":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:33:02Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10px;\"><span class=\"h3-l\"> Tax planning</span></h3>\r\n"}}" id="text-766ec03a52" class="cmp-text"> 1328 <h3 style=" margin-top: 30.0px; 1329 margin-bottom: 10.0px; 1330"><span class="h3-l"> Tax planning</span></h3> 1331 1332</div> 1333 1334 1335 1336</div> 1337<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1338<div data-cmp-data-layer="{"text-6969e7e56a":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-10T20:19:14Z","xdm:text":"<p><span class=\"small-l\">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.</span></p>\r\n"}}" id="text-6969e7e56a" class="cmp-text"> 1339 <p><span class="small-l">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.</span></p> 1340 1341</div> 1342 1343 1344 1345</div> 1346 1347 1348</div> 1349 1350 </div> 1351 1352 1353 </div> 1354 1355 1356</div> 1357 1358 1359</div> 1360 1361 </div> 1362 1363 1364 </div> 1365 1366 1367</div> 1368<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1369 1370 1371 1372 <div class="cc layout-sm "> 1373 1374 1375 1376 <div id="container-467ab1de4e" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-twoxl margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1377 1378 1379 1380<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1381 1382 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1383 1384 1385 1386 <div class="cc layout-full "> 1387 1388 1389 1390 <div id="container-5b2075ef7e" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1391 1392 1393 1394<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1395 1396 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1397 1398 1399 1400 <div class="cc layout-full "> 1401 1402 1403
1404 <div id="container-331e803cf7" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1405 1406 1407 1408<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1409 1410 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1411<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_copy/container_542685286__1365299377/container/image.coreimg{.width}.svg/1620755621722/icon-service-4-hmpg-teal.svg" data-asset="/content/dam/ci-assante/homepage/icon-service-4-hmpg-teal.svg" data-asset-id="7d4a2be7-a04a-468f-9f27-d748b1fb18bf" data-title="Target Icon" id="image-2e7fa048b6" data-cmp-data-layer="{"image-2e7fa048b6":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-05-11T17:53:41Z","image":{"repo:id":"7d4a2be7-a04a-468f-9f27-d748b1fb18bf","repo:modifyDate":"2021-05-11T17:52:52Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-4-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1412 1413 1414 1415 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_copy/container_542685286__1365299377/container/image.coreimg.svg/1620755621722/icon-service-4-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Target Icon"/> 1416 1417 1418 1419 1420 1421</div> 1422 1423 1424 1425</div> 1426 1427 1428</div> 1429 1430 </div> 1431 1432 1433 </div> 1434 1435 1436</div> 1437<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1438<div data-cmp-data-layer="{"text-505fc92c70":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:31:47Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10.0px;\"><span class=\"h3-l\"> Estate planning</span></h3>\r\n"}}" id="text-505fc92c70" class="cmp-text"> 1439 <h3 style=" margin-top: 30.0px; 1440 margin-bottom: 10.0px; 1441"><span class="h3-l"> Estate planning</span></h3> 1442 1443</div> 1444 1445 1446 1447</div> 1448<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1449<div data-cmp-data-layer="{"text-7249425d96":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-10T20:19:30Z","xdm:text":"<p><span class=\"small-l\">You canât take it with you, but you can decide where it will go and how smooth the transition will be.</span></p>\r\n"}}" id="text-7249425d96" class="cmp-text"> 1450 <p><span class="small-l">You canât take it with you, but you can decide where it will go and how smooth the transition will be.</span></p> 1451 1452</div> 1453 1454 1455 1456</div> 1457 1458 1459</div> 1460 1461 </div> 1462 1463 1464 </div> 1465 1466 1467</div> 1468<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1469 1470 1471 1472 <div class="cc layout-full "> 1473 1474 1475 1476 <div id="container-9631a891ab" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1477 1478 1479 1480<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1481 1482 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1483 1484 1485 1486 <div class="cc layout-full "> 1487 1488 1489 1490 <div id="container-cd5f36205e" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1491 1492 1493 1494<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1495 1496 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1497<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_
1497copy/container_542685286_/container/image.coreimg{.width}.svg/1620755632826/icon-service-5-hmpg-teal.svg" data-asset="/content/dam/ci-assante/homepage/icon-service-5-hmpg-teal.svg" data-asset-id="62dba3db-fa15-4aef-8421-393807c4198e" data-title="handshake icon" id="image-83e866d479" data-cmp-data-layer="{"image-83e866d479":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-05-11T17:53:52Z","image":{"repo:id":"62dba3db-fa15-4aef-8421-393807c4198e","repo:modifyDate":"2021-05-11T17:52:47Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-5-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1498 1499 1500 1501 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_copy/container_542685286_/container/image.coreimg.svg/1620755632826/icon-service-5-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="handshake icon"/> 1502 1503 1504 1505 1506 1507</div> 1508 1509 1510 1511</div> 1512 1513 1514</div> 1515 1516 </div> 1517 1518 1519 </div> 1520 1521 1522</div> 1523<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1524<div data-cmp-data-layer="{"text-1373c55d9f":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:31:58Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10.0px;\"><span class=\"h3-l\"> Retirement planning</span></h3>\r\n"}}" id="text-1373c55d9f" class="cmp-text"> 1525 <h3 style=" margin-top: 30.0px; 1526 margin-bottom: 10.0px; 1527"><span class="h3-l"> Retirement planning</span></h3> 1528 1529</div> 1530 1531 1532 1533</div> 1534<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1535<div data-cmp-data-layer="{"text-3a4861afb0":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-10T20:20:21Z","xdm:text":"<p><span class=\"small-l\">Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.</span></p>\r\n"}}" id="text-3a4861afb0" class="cmp-text"> 1536 <p><span class="small-l">Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.</span></p> 1537 1538</div> 1539 1540 1541 1542</div> 1543 1544 1545</div> 1546 1547 </div> 1548 1549 1550 </div> 1551 1552 1553</div> 1554<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1555 1556 1557 1558 <div class="cc layout-full "> 1559 1560 1561 1562 <div id="container-9347131e15" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-med margin-lt-med margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1563 1564 1565 1566<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1567 1568 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1569 1570 1571 1572 <div class="cc layout-full "> 1573 1574 1575 1576 <div id="container-e97dc9c22e" class="cmp-container padding-rt-none padding-lt-threexl padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none borderleft-emerald-thin bullet-default bullet-default align-default "> 1577 1578 1579 1580<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--12 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1581 1582 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1583<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_
1583copy/container_542685286__1479225690/container/image.coreimg{.width}.svg/1620755635944/icon-service-6-hmpg-teal.svg" data-asset="/content/dam/ci-assante/homepage/icon-service-6-hmpg-teal.svg" data-asset-id="62ce86a1-0520-421e-b302-e8ac90c40958" data-title="Target Icon" id="image-fbd5e9372e" data-cmp-data-layer="{"image-fbd5e9372e":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-05-11T17:53:55Z","image":{"repo:id":"62ce86a1-0520-421e-b302-e8ac90c40958","repo:modifyDate":"2021-05-11T17:52:52Z","@type":"image/svg+xml","repo:path":"/content/dam/ci-assante/homepage/icon-service-6-hmpg-teal.svg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1584 1585 1586 1587 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_blue_copy/container_copy/container_542685286__1479225690/container/image.coreimg.svg/1620755635944/icon-service-6-hmpg-teal.svg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Target Icon"/> 1588 1589 1590 1591 1592 1593</div> 1594 1595 1596 1597</div> 1598 1599 1600</div> 1601 1602 </div> 1603 1604 1605 </div> 1606 1607 1608</div> 1609<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1610<div data-cmp-data-layer="{"text-d84e58e7c1":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-07-03T15:32:17Z","xdm:text":"<h3 style=\"margin-top: 30px; margin-bottom: 10px;\"><span class=\"h3-l\"> Charitable giving</span></h3>\r\n"}}" id="text-d84e58e7c1" class="cmp-text"> 1611 <h3 style=" margin-top: 30.0px; 1612 margin-bottom: 10.0px; 1613"><span class="h3-l"> Charitable giving</span></h3> 1614 1615</div> 1616 1617 1618 1619</div> 1620<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"> 1621<div data-cmp-data-layer="{"text-d6220070e9":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-05-10T20:20:58Z","xdm:text":"<p><span class=\"small-l\">By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.</span></p>\r\n"}}" id="text-d6220070e9" class="cmp-text"> 1622 <p><span class="small-l">By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.</span></p> 1623 1624</div> 1625 1626 1627 1628</div> 1629 1630 1631</div> 1632 1633 </div> 1634 1635 1636 </div> 1637 1638 1639</div> 1640 1641 1642</div> 1643 1644 </div> 1645 1646 1647 </div> 1648 1649 1650</div> 1651<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1652 1653 1654 1655 <div class="cc layout-sm "> 1656 1657 1658 1659 <div id="container-a8cb8aa9ef" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-twoxl margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1660 1661 1662 1663<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1664 1665 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1666 1667 1668 1669 <div class="cc layout-xsm "> 1670 1671 1672 1673 <div id="container-ee5b3f0875" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-center "> 1674 1675 1676 1677<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1678 1679 <div class="button button-ci aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"><div class="button-secondary"> 1680<a id="button-83a43342c7" class="cmp-button" href="/ci-assante/ca/en/what-we-do/services.html" aria-label="Learn more about Assante services" data-cmp-clickable data-cmp-data-layer="{"button-83a43342c7":{"@type":"ci-assante/components/ci-core/button","repo:modifyDate":"2021-05-11T17:09:05Z","dc:title":"LEARN MORE ABOUT OUR SERVICES","xdm:linkURL":"/ci-assante/ca/en/what-we-do/services.html"}}" tabindex="0"> 1681 1682 1683 1684<span class="cmp-button__text">LEARN MORE ABOUT OUR SERVICES</span> 1685</a> 1686</div> 1687</div> 1688 1689 1690</div> 1691 1692 </div> 1693 1694 1695 </div> 1696 1697 1698</div> 1699 1700 1701</div> 1702 1703 </div> 1704 1705 1706 </div> 1707 1708 1709</div> 1710 1711 1712</div> 1713 1714 </div> 1715 1716 1717 </div> 1718 1719 1720</div> 1721<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1722 1723 1724 1725 <div class="cc layout-full "> 1726 1727 1728 1729 <div id="container-9d379fd87b" class="cmp-container padding-rt-none padding-lt-none padding-top-lg padding-bt-md margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-greyone border-none border-none border-none bullet-default bullet-default align-default "> 1730 1731 1732 1733<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1734 1735 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1736 1737 1738 1739 <div class="cc layout-sm "> 1740 1741 1742 1743 <div id="container-b8545aaa2d" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-threexl margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1744 1745 1746 1747<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1748 1749 <div class="teaser-custom teaser aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"><div class="teaser-ci"> 1750 <div class="imgleft tablet-stack class name"> 1751 1752<div id="teaser-custom-7dd1911813" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-7dd1911813":{"@type":"
1752ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-12-22T20:07:22Z","dc:title":"BE INVESTMENT CONFIDENT WITH ASSANTE","dc:description":"<p>If youâre seeking expert advice and financial solutions tailored to your specific circumstances, look no further. CI Assante advisors have the experience and capabilities to support your unique needs â now and for&nbsp;life.&nbsp;</p>\r\n","xdm:linkURL":"/ci-assante/ca/en/financial-future.html"}}"> 1753 1754 <div class="cmp-teaser__image"> 1755<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_1302705579/container/teaser_custom_copy.coreimg{.width}.jpeg/1766434042540/be-investment-confident.jpeg" data-asset="/content/dam/ci-assante/homepage/images/be-investment-confident.jpg" data-asset-id="7533c812-c991-4470-8025-17a3ed87c4e5" data-title="Business people in the office late at night" id="image-7dd1911813" data-cmp-data-layer="{"image-7dd1911813":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-12-22T20:07:22Z","image":{"repo:id":"7533c812-c991-4470-8025-17a3ed87c4e5","repo:modifyDate":"2025-07-10T16:49:31Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/homepage/images/be-investment-confident.jpg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1756 1757 1758 1759 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_1302705579/container/teaser_custom_copy.coreimg.jpeg/1766434042540/be-investment-confident.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Business people in the office late at night"/> 1760 1761 1762 1763 1764 1765</div> 1766 1767 1768 1769</div> 1770 1771 <div class="cmp-teaser__content"> 1772 1773 1774 1775 1776 <h3 class="cmp-teaser__title h3-d"> 1777 BE INVESTMENT CONFIDENT WITH ASSANTE 1778 </h3> 1779 1780 1781 <div class="cmp-teaser__description"><p>If youâre seeking expert advice and financial solutions tailored to your specific circumstances, look no further. CI Assante advisors have the experience and capabilities to support your unique needs â now and for life. </p> 1782</div> 1783 1784 1785 <div class="cmp-teaser__action-container"> 1786 1787 <div> 1788 1789 <div class="button-primary"> 1790 <a class="cmp-teaser__action-link" href="/ci-assante/ca/en/financial-future.html" aria-label="Learn More">LEARN MORE</a> 1791 </div> 1792 1793 </div> 1794 1795 </div> 1796 1797 </div> 1798</div> 1799 1800 1801 1802 1803 </div> 1804</div> 1805</div> 1806 1807 1808</div> 1809 1810 </div> 1811 1812 1813 </div> 1814 1815 1816</div> 1817 1818 1819</div> 1820 1821 </div> 1822 1823 1824 </div> 1825 1826 1827</div> 1828<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1829 1830 1831 1832 <div class="cc layout-sm "> 1833 1834 1835 1836 <div id="container-f3b5b1f64f" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-lg margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-xl margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1837 1838 1839 1840<div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> 1841 1842 <div class="teaser-custom teaser aem-GridColumn aem-GridColumn--default--12"><div class="teaser-ci"> 1843 <div class="imgright tablet-stack class name"> 1844 1845<div id="teaser-custom-f0a4a8c818" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-f0a4a8c818":{"@type":"
1845ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-07-10T16:44:54Z","dc:title":"THE FINANCIAL STRENGTH OF CI","dc:description":"<p>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:</p>\r\n<ul>\r\n<li>One of Canadaâs largest investment companies</li>\r\n<li>Focused on operating with responsibility and integrity in all aspects of our business&nbsp;</li>\r\n</ul>\r\n","xdm:linkURL":"https://cifinancial.com"}}"> 1846 1847 <div class="cmp-teaser__image"> 1848<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_copy/teaser_custom.coreimg{.width}.jpeg/1752166075950/the-financial-strength-of-ci.jpeg" data-asset="/content/dam/ci-assante/homepage/images/the-financial-strength-of-ci.jpg" data-asset-id="03177855-6650-4b26-80c1-4a230f75b294" data-title="Little boy and his grandfather have collected vegetables from their organic garden they cultivate together" id="image-f0a4a8c818" data-cmp-data-layer="{"image-f0a4a8c818":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-07-10T16:44:54Z","image":{"repo:id":"03177855-6650-4b26-80c1-4a230f75b294","repo:modifyDate":"2025-07-10T16:47:55Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/homepage/images/the-financial-strength-of-ci.jpg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 1849 1850 1851 1852 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_copy/teaser_custom.coreimg.jpeg/1752166075950/the-financial-strength-of-ci.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Little boy and his grandfather have collected vegetables from their organic garden they cultivate together"/> 1853 1854 1855 1856 1857 1858</div> 1859 1860 1861 1862</div> 1863 1864 <div class="cmp-teaser__content"> 1865 1866 1867 1868 1869 <h3 class="cmp-teaser__title h3-d"> 1870 THE FINANCIAL STRENGTH OF CI 1871 </h3> 1872 1873 1874 <div class="cmp-teaser__description"><p>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:</p> 1875<ul><li>One of Canadaâs largest investment companies</li><li>Focused on operating with responsibility and integrity in all aspects of our business </li></ul> 1876</div> 1877 1878 1879 <div class="cmp-teaser__action-container"> 1880 1881 <div> 1882 1883 <div class="button-primary"> 1884 <a class="cmp-teaser__action-link" href="https://cifinancial.com" aria-label="VISIT CI FINANCIAL">VISIT CI FINANCIAL</a> 1885 </div> 1886 1887 </div> 1888 1889 </div> 1890 1891 </div> 1892</div> 1893 1894 1895 1896 1897 </div> 1898</div> 1899</div> 1900 1901 1902</div> 1903 1904 </div> 1905 1906 1907 </div> 1908 1909 1910</div> 1911<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1912 1913 1914 1915 <div class="cc layout-full "> 1916 1917 1918 1919 <div id="container-939324a3e8" class="cmp-container padding-rt-none padding-lt-none padding-top-xl padding-bt-xl margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-sapphire border-none border-none border-none bullet-default bullet-default align-default "> 1920 1921 1922 1923<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1924 1925 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1926 1927 1928 1929 <div class="cc layout-xsm "> 1930 1931 1932 1933 <div id="container-6dcd2c7a70" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-lg margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-center "> 1934 1935 1936 1937<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1938 1939 <div class="title aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"> 1940<div data-cmp-data-layer="{"title-d814cd3e04":{"@type":"ci-assante/components/ci-core/title","repo:modifyDate":"2022-05-09T15:15:23Z","dc:title":"Insights, education, and thought leadership"}}" id="title-d814cd3e04" class="cmp-title"> 1941 1942 <h2 aria-label="Insights, education, and thought leadership" class="cmp-title__text h2-l">Insights, education, and thought leadership</h2> 1943</div> 1944 1945 1946</div> 1947 1948 1949</div> 1950 1951 </div> 1952 1953 1954 </div> 1955 1956 1957</div> 1958<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1959 1960 1961 1962 <div class="cc layout-sm "> 1963 1964 1965 1966 <div id="container-f133d6061e" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 1967 1968 1969 1970<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1971 1972 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 1973 1974 1975 1976 <div class="cc layout-full phone-stack parent-container-stretch"> 1977 1978 1979 1980 <div id="container-8bac314119" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default parent-container-stretch-wrapper -spacing-space-between -three-cards-spaced"> 1981 1982 1983 1984<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 1985 1986 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--tablet--4 aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 1987 1988 1989 1990 <div class="cc layout-full child-container-stretch"> 1991 1992 1993 1994 <div id="container-19c0134f6d" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-threexl margin-topmobile-none bkg-white border-none border-none border-none bullet-default bullet-default align-default "> 1995 1996 1997 1998<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--4 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 1999 2000 <div class="teaser-custom teaser aem-GridColumn--phone--12 aem-GridColumn--tablet--4 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"><div class="teaser-ci"> 2001 <div class="imageCard alwaysshow class name"> 2002 2003<div id="teaser-custom-30183d4ee1" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-30183d4ee1":{"@type":"
2003ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-07-16T18:55:55Z","dc:title":"What to do when retirement approaches","dc:description":"<p><span class=\"small-d\">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.&nbsp;</span></p>\r\n<p>&nbsp;</p>\r\n<p><span class=\"link-primary\"><a title=\"Read More\" href=\"https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/what-to-do-when-retirement-approaches.html\">READ MORE</a></span></p>\r\n","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/what-to-do-when-retirement-approaches.html"}}"> 2004 2005 <div class="cmp-teaser__image"> 2006<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container/teaser_custom_copy_c.coreimg{.width}.jpeg/1752692155609/what-to-do-when-retirement-approaches.jpeg" data-asset="/content/dam/ci-assante/articles/What-to-do-when-retirement-approaches.jpg" data-asset-id="8368a8d8-246f-4381-b607-aa2eb5c44567" data-title="backview of old couple smiling on a porch" id="image-30183d4ee1" data-cmp-data-layer="{"image-30183d4ee1":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-07-16T18:55:55Z","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/what-to-do-when-retirement-approaches.html","image":{"repo:id":"8368a8d8-246f-4381-b607-aa2eb5c44567","repo:modifyDate":"2025-06-30T16:29:31Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/articles/What-to-do-when-retirement-approaches.jpg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 2007 <a class="cmp-image__link" href="/ci-assante/ca/en/insights/wealth-planning-insights/what-to-do-when-retirement-approaches.html" data-cmp-clickable data-cmp-hook-image="link"> 2008 2009 2010 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container/teaser_custom_copy_c.coreimg.jpeg/1752692155609/what-to-do-when-retirement-approaches.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="backview of old couple smiling on a porch"/> 2011 2012 2013 </a> 2014 2015 2016</div> 2017 2018 2019 2020</div> 2021 2022 <div class="cmp-teaser__content"> 2023 2024 <div class="cmp-teaser__pretitle">RETIREMENT PLANNING</div> 2025 2026 2027 <h3 class="cmp-teaser__title h4-d"> 2028 What to do when retirement approaches 2029 </h3> 2030 2031 2032 <div class="cmp-teaser__description"><p><span class="small-d">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. </span></p> 2033<p> </p> 2034<p><span class="link-primary"><a title="Read More" href="https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/what-to-do-when-retirement-approaches.html">READ MORE</a></span></p> 2035</div> 2036 2037 2038 2039 2040 </div> 2041</div> 2042 2043 2044 2045 2046 </div> 2047</div> 2048</div> 2049 2050 2051</div> 2052 2053 </div> 2054 2055 2056 </div> 2057 2058 2059</div> 2060<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--tablet--4 aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 2061 2062 2063 2064 <div class="cc layout-full child-container-stretch"> 2065 2066 2067 2068 <div id="container-c6bdfc2e9d" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-threexl margin-topmobile-none bkg-white border-none border-none border-none bullet-default bullet-default align-default "> 2069 2070 2071 2072<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--4 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 2073 2074 <div class="teaser-custom teaser aem-GridColumn--phone--12 aem-GridColumn--tablet--4 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"><div class="teaser-ci"> 2075 <div class="imageCard alwaysshow class name"> 2076 2077<div id="teaser-custom-e7f200b650" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-e7f200b650":{"@type":"
2077ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-07-16T18:56:13Z","dc:title":"Responsible investing is also smart investing","dc:description":"<p><span class=\"small-d\">Investors want to know that companies they invest in do more than turn a profit â they should also respect the environment, society and shareholders. Find out about the ABCs of ESG.&nbsp;</span></p>\r\n<p>&nbsp;</p>\r\n<p><span class=\"link-primary\"><a title=\"Read More\" href=\"https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/responsible-investing-is-also-smart-investing.html\">READ MORE</a></span></p>\r\n","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/responsible-investing-is-also-smart-investing.html"}}"> 2078 2079 <div class="cmp-teaser__image"> 2080<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container_copy/teaser_custom_copy_c.coreimg{.width}.jpeg/1752692173410/responsible-investing-is-also-smart-investing.jpeg" data-asset="/content/dam/ci-assante/articles/Responsible-investing-is-also-smart-investing.jpeg" data-asset-id="fd857e3b-ae3f-4826-83c6-efe0909ecac2" data-title="grandpa and grand daughter" id="image-e7f200b650" data-cmp-data-layer="{"image-e7f200b650":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-07-16T18:56:13Z","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/responsible-investing-is-also-smart-investing.html","image":{"repo:id":"fd857e3b-ae3f-4826-83c6-efe0909ecac2","repo:modifyDate":"2025-06-30T16:30:05Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/articles/Responsible-investing-is-also-smart-investing.jpeg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 2081 <a class="cmp-image__link" href="/ci-assante/ca/en/insights/wealth-planning-insights/responsible-investing-is-also-smart-investing.html" data-cmp-clickable data-cmp-hook-image="link"> 2082 2083 2084 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container_copy/teaser_custom_copy_c.coreimg.jpeg/1752692173410/responsible-investing-is-also-smart-investing.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="grandpa and grand daughter"/> 2085 2086 2087 </a> 2088 2089 2090</div> 2091 2092 2093 2094</div> 2095 2096 <div class="cmp-teaser__content"> 2097 2098 <div class="cmp-teaser__pretitle">INVESTMENT STRATEGIES</div> 2099 2100 2101 <h3 class="cmp-teaser__title h4-d"> 2102 Responsible investing is also smart investing 2103 </h3> 2104 2105 2106 <div class="cmp-teaser__description"><p><span class="small-d">Investors want to know that companies they invest in do more than turn a profit â they should also respect the environment, society and shareholders. Find out about the ABCs of ESG. </span></p> 2107<p> </p> 2108<p><span class="link-primary"><a title="Read More" href="https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/responsible-investing-is-also-smart-investing.html">READ MORE</a></span></p> 2109</div> 2110 2111 2112 2113 2114 </div> 2115</div> 2116 2117 2118 2119 2120 </div> 2121</div> 2122</div> 2123 2124 2125</div> 2126 2127 </div> 2128 2129 2130 </div> 2131 2132 2133</div> 2134<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--tablet--4 aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--largetablet--4 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--4"> 2135 2136 2137 2138 <div class="cc layout-full child-container-stretch"> 2139 2140 2141 2142 <div id="container-541ee51ad3" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-threexl margin-topmobile-none bkg-white border-none border-none border-none bullet-default bullet-default align-default "> 2143 2144 2145 2146<div class="aem-Grid aem-Grid--4 aem-Grid--tablet--4 aem-Grid--default--4 aem-Grid--phone--12 aem-Grid--largetablet--4 "> 2147 2148 <div class="teaser-custom teaser aem-GridColumn--phone--12 aem-GridColumn--tablet--4 aem-GridColumn aem-GridColumn--default--4 aem-GridColumn--largetablet--4"><div class="teaser-ci"> 2149 <div class="imageCard alwaysshow class name"> 2150 2151<div id="teaser-custom-50e17f9bc8" class="cmp-teaser" data-cmp-data-layer="{"teaser-custom-50e17f9bc8":{"@type":"
2151ci-assante/components/ci-core/teaser-custom","repo:modifyDate":"2025-07-16T18:56:32Z","dc:title":"Is cryptocurrency for investors or speculators?","dc:description":"<p><span class=\"small-d\">Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery â find out more about the fascinating world of cryptocurrency.&nbsp;</span></p>\r\n<p>&nbsp;</p>\r\n<p><span class=\"link-primary\"><a title=\"Read More\" href=\"https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/is-cryptocurrency-for-investors-or-speculators.html\">READ MORE</a></span></p>\r\n","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/is-cryptocurrency-for-investors-or-speculators.html"}}"> 2152 2153 <div class="cmp-teaser__image"> 2154<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container_copy_copy/teaser_custom_copy.coreimg{.width}.jpeg/1752692192583/is-cryptocurrency-for-investors-or-speculators.jpeg" data-asset="/content/dam/ci-assante/articles/is-cryptocurrency-for-investors-or-speculators.jpg" data-asset-id="e19eb658-523e-4f70-99f6-dda71637ad5d" data-title="Woman enjoy a leisurely moment by the swimming pool at a luxurious villa on the beach." id="image-50e17f9bc8" data-cmp-data-layer="{"image-50e17f9bc8":{"@type":"ciinvestmentsincprogram/components/ci-core/image/v1/image","repo:modifyDate":"2025-07-16T18:56:32Z","xdm:linkURL":"/ci-assante/ca/en/insights/wealth-planning-insights/is-cryptocurrency-for-investors-or-speculators.html","image":{"repo:id":"e19eb658-523e-4f70-99f6-dda71637ad5d","repo:modifyDate":"2025-07-10T16:34:04Z","@type":"image/jpeg","repo:path":"/content/dam/ci-assante/articles/is-cryptocurrency-for-investors-or-speculators.jpg"}}}" class="cmp-image" itemscope itemtype="http://schema.org/ImageObject"> 2155 <a class="cmp-image__link" href="/ci-assante/ca/en/insights/wealth-planning-insights/is-cryptocurrency-for-investors-or-speculators.html" data-cmp-clickable data-cmp-hook-image="link"> 2156 2157 2158 <img src="/ci-assante/ca/en/index/_jcr_content/root/responsivegrid/container_main/container_1134889536/container_cards_copy/container/container_1924472821/container_copy_copy/teaser_custom_copy.coreimg.jpeg/1752692192583/is-cryptocurrency-for-investors-or-speculators.jpeg" class="cmp-image__image" itemprop="contentUrl" data-cmp-hook-image="image" alt="Woman enjoy a leisurely moment by the swimming pool at a luxurious villa on the beach."/> 2159 2160 2161 </a> 2162 2163 2164</div> 2165 2166 2167 2168</div> 2169 2170 <div class="cmp-teaser__content"> 2171 2172 <div class="cmp-teaser__pretitle">INVESTMENT STRATEGIES</div> 2173 2174 2175 <h3 class="cmp-teaser__title h4-d"> 2176 Is cryptocurrency for investors or speculators? 2177 </h3> 2178 2179 2180 <div class="cmp-teaser__description"><p><span class="small-d">Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery â find out more about the fascinating world of cryptocurrency. </span></p> 2181<p> </p> 2182<p><span class="link-primary"><a title="Read More" href="https://www.cifinancial.com/ci-assante/ca/en/insights/wealth-planning-insights/is-cryptocurrency-for-investors-or-speculators.html">READ MORE</a></span></p> 2183</div> 2184 2185 2186 2187 2188 </div> 2189</div> 2190 2191 2192 2193 2194 </div> 2195</div> 2196</div> 2197 2198 2199</div> 2200 2201 </div> 2202 2203 2204 </div> 2205 2206 2207</div> 2208 2209 2210</div> 2211 2212 </div> 2213 2214 2215 </div> 2216 2217 2218</div> 2219 2220 2221</div> 2222 2223 </div> 2224 2225 2226 </div> 2227 2228 2229</div> 2230<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none 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layout-sm "> 2280 2281 2282 2283 <div id="cipf-ciro" class="cmp-container padding-rt-none padding-lt-none padding-top-lg padding-bt-lg margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-xl margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2284 2285 2286 2287<div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> 2288 2289 <div class="text aem-GridColumn aem-GridColumn--default--12"> 2290<div data-cmp-data-layer="{"text-364e8c892d":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-06-04T18:17:37Z","xdm:text":"<div id=\"membership-container\"><div id=\"cipf\" class=\"membership\"><p><span class=\"small-d\"><a href=\"https://www.cipf.ca/\" target=\"_blank\" rel=\"noopener noreferrer\">Member of the Canadian Investor Protection Fund</a></span></p>\r\n</div>\r\n<div id=\"ciro\" class=\"membership\"><p><a href=\"https://www.ciro.ca/\" target=\"_blank\"><img src=\"/content/dam/ci-assante/logos/logo_ciro_regulated_dark_en.svg\" alt=\"Regulated by CIRO Canadian Investment Regulatory Organization\"></a></p>\r\n<p><span class=\"small-d\"><a href=\"https://www.ciro.ca/office-investor/know-your-advisor-advisor-report\" target=\"_blank\" rel=\"noopener noreferrer\">Advisor Report</a></span></p>\r\n</div>\r\n</div>\r\n"}}" id="text-364e8c892d" class="cmp-text"> 2291 <div id="membership-container"><div id="cipf" class="membership"><p><span class="small-d"><a href="https://www.cipf.ca/" target="_blank" rel="noopener noreferrer">Member of the Canadian Investor Protection Fund</a></span></p> 2292</div> 2293<div id="ciro" class="membership"><p><a href="https://www.ciro.ca/" target="_blank" rel="noopener noreferrer"><img src="/content/dam/ci-assante/logos/logo_ciro_regulated_dark_en.svg" alt="Regulated by CIRO Canadian Investment Regulatory Organization"/></a></p> 2294<p><span class="small-d"><a href="https://www.ciro.ca/office-investor/know-your-advisor-advisor-report" target="_blank" rel="noopener noreferrer">Advisor Report</a></span></p> 2295</div> 2296</div> 2297 2298</div> 2299 2300 2301 2302</div> 2303 2304 2305</div> 2306 2307 </div> 2308 2309 2310 </div> 2311 2312 2313</div> 2314 2315 2316</div> 2317 2318 </div> 2319 2320 2321 </div> 2322 2323 2324</div> 2325 2326 2327</div> 2328 2329 </div> 2330 2331 2332 </div> 2333 2334 2335</div> 2336 2337 2338</div> 2339</div> 2340<div class="experiencefragment aem-GridColumn aem-GridColumn--default--12"> 2341<div id="experiencefragment-c9e117ed34" class="cmp-experiencefragment cmp-experiencefragment--footer"> 2342<div class="xf-content-height"> 2343 2344 2345 2346<div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> 2347 2348 <div class="responsivegrid aem-GridColumn aem-GridColumn--default--12"> 2349 2350 2351<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 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aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2394 2395 <div class="image aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2396<div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/experience-fragments/ci-assante/ca/en/site/footer/master/_jcr_content/root/responsivegrid/custom_container/custom_container/container_592295390__744906747/image.coreimg{.width}.png/1615906522483/logo-ci-assante-fc.png" data-asset="/content/dam/ciinvestmentsincprogram/logos/logo-ci-assante-fc.png" data-asset-id="8a20e3e5-0df5-4f12-b254-f600e4bb57ae" data-title="Assante Logo" id="image-dc8dcd32f6" data-cmp-data-layer="{"image-dc8dcd32f6":{"@type":"ci-assante/components/ci-core/image","repo:modifyDate":"2021-03-16T14:55:22Z","dc:title":"Assante 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aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--3"> 2423 2424 2425 2426 <div class="cc layout-full "> 2427 2428 2429 2430 <div id="container-caf0bbf4a6" class="cmp-container padding-rt-xl padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-xl margin-rtdesk-none margin-btmobile-threexl margin-topmobile-none bkg-none border-none border-none border-none bullet-none bullet-default align-default "> 2431 2432 2433 2434<div class="aem-Grid aem-Grid--3 aem-Grid--tablet--12 aem-Grid--default--3 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2435 2436 <div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2437<div data-cmp-data-layer="{"text-bc7144a02c":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"
24372024-07-09T18:00:48Z","xdm:text":"<h2 style=\"padding-bottom: 0;\"><span class=\"h3-d\">ABOUT</span></h2>\r\n<p>&nbsp;</p>\r\n<ul>\r\n<li style=\"margin-bottom: 0.5em;\"><span class=\"link-sec\"><a href=\"/content/ci-assante/ca/en/about/experience-assante-advantage.html\" title=\"Experience the Assante Advantage\">Experience the Assante Advantage</a></span></li>\r\n<li><span class=\"link-sec\"><a title=\"Leadership\" href=\"/content/ci-assante/ca/en/about/leadership.html\">Leadership</a></span></li>\r\n</ul>\r\n"}}" id="text-bc7144a02c" class="cmp-text"> 2438 <h2 style=" padding-bottom: 0; 2439"><span class="h3-d">ABOUT</span></h2> 2440<p>Â </p> 2441<ul><li style=" margin-bottom: 0.5em; 2442"><span class="link-sec"><a href="/ci-assante/ca/en/about/experience-assante-advantage.html" title="Experience the Assante Advantage">Experience the Assante Advantage</a></span></li><li><span class="link-sec"><a title="Leadership" href="/ci-assante/ca/en/about/leadership.html">Leadership</a></span></li></ul> 2443 2444</div> 2445 2446 2447 2448</div> 2449 2450 2451</div> 2452 2453 </div> 2454 2455 2456 </div> 2457 2458 2459</div> 2460<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--3"> 2461 2462 2463 2464 <div class="cc layout-full "> 2465 2466 2467 2468 <div id="container-42be85d044" class="cmp-container padding-rt-xl padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-xl margin-rtdesk-none margin-btmobile-threexl margin-topmobile-xl bkg-none border-none border-none border-none bullet-none bullet-default align-default "> 2469 2470 2471 2472<div class="aem-Grid aem-Grid--3 aem-Grid--tablet--12 aem-Grid--default--3 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2473 2474 <div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2475<div data-cmp-data-layer="{"text-b4650c68b8":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2024-07-09T18:01:03Z","xdm:text":"<h2 style=\"padding-bottom: 0;\"><span class=\"h3-d\">CAREERS</span></h2>\r\n<p>&nbsp;</p>\r\n<ul>\r\n<li style=\"margin-bottom: 0.5em;\"><span class=\"link-sec\"><a title=\"Be Well Supported\" href=\"/content/ci-assante/ca/en/careers/advisor-opportunities/index.html\">Advisor Opportunities</a></span></li>\r\n<li style=\"margin-bottom: 0.5em;\"><span class=\"link-sec\"><a title=\"Corporate Opportunities\" href=\"/content/ci-assante/ca/en/careers/corporate-opportunities.html\" target=\"_blank\" rel=\"noopener noreferrer\">Corporate Opportunities</a></span></li>\r\n<li><span class=\"link-sec\"><a title=\"Branch Opportunities\" href=\"/content/ci-assante/ca/en/careers/branch-opportunities.html\">Branch&nbsp;Opportunities</a></span></li>\r\n</ul>\r\n"}}" id="text-b4650c68b8" class="cmp-text"> 2476 <h2 style=" padding-bottom: 0; 2477"><span class="h3-d">CAREERS</span></h2> 2478<p>Â </p> 2479<ul><li style=" margin-bottom: 0.5em; 2480"><span class="link-sec"><a title="Be Well Supported" href="/ci-assante/ca/en/careers/advisor-opportunities/index.html">Advisor Opportunities</a></span></li><li style=" margin-bottom: 0.5em; 2481"><span class="link-sec"><a title="Corporate Opportunities" href="/ci-assante/ca/en/careers/corporate-opportunities.html" target="_blank" rel="noopener noreferrer">Corporate Opportunities</a></span></li><li><span class="link-sec">
2481<a title="Branch Opportunities" href="/ci-assante/ca/en/careers/branch-opportunities.html">Branch Opportunities</a></span></li></ul> 2482 2483</div> 2484 2485 2486 2487</div> 2488 2489 2490</div> 2491 2492 </div> 2493 2494 2495 </div> 2496 2497 2498</div> 2499<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--3"> 2500 2501 2502 2503 <div class="cc layout-full "> 2504 2505 2506 2507 <div id="container-c298d17b44" class="cmp-container padding-rt-xl padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-xl margin-rtdesk-none margin-btmobile-threexl margin-topmobile-xl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2508 2509 2510 2511<div class="aem-Grid aem-Grid--3 aem-Grid--tablet--12 aem-Grid--default--3 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2512 2513 <div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2514<div data-cmp-data-layer="{"text-0ace885135":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2024-07-09T18:01:16Z","xdm:text":"<h2 style=\"padding-bottom: 0;\"><span class=\"h3-d\">CONTACT</span></h2>\r\n<p>&nbsp;</p>\r\n<p><span class=\"small-d\">15 York Street,&nbsp;2nd Floor</span></p>\r\n<p><span class=\"small-d\">Toronto, ON,&nbsp;M5J 0A3</span></p>\r\n<p><span class=\"small-d\">Main reception: 416-348-9994</span></p>\r\n<p><span class=\"small-d\">Toll-free: 1-888-348-9994</span></p>\r\n<p>&nbsp;</p>\r\n"}}" id="text-0ace885135" class="cmp-text"> 2515 <h2 style=" padding-bottom: 0; 2516"><span class="h3-d">CONTACT</span></h2> 2517<p> </p> 2518<p><span class="small-d">15 York Street, 2nd Floor</span></p> 2519<p><span class="small-d">Toronto, ON, M5J 0A3</span></p> 2520<p><span class="small-d">Main reception: 416-348-9994</span></p> 2521<p><span class="small-d">Toll-free: 1-888-348-9994</span></p> 2522<p> </p> 2523 2524</div> 2525 2526 2527 2528</div> 2529<div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2530<div data-cmp-data-layer="{"text-b257e7d165":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2021-04-12T20:27:29Z","xdm:text":"<p><span class=\"link-sec\" style=\"font-weight: normal;\"><a title=\"Contact Us\" href=\"/content/ci-assante/ca/en/contact-us.html\">Contact Us</a></span></p>\r\n"}}" id="text-b257e7d165" class="cmp-text"> 2531 <p><span class="link-sec" style=" font-weight: normal; 2532"><a title="Contact Us" href="/ci-assante/ca/en/contact-us.html">Contact Us</a></span></p> 2533 2534</div> 2535 2536 2537 2538</div> 2539<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--3"> 2540 2541 2542 2543 <div class="cc layout-full "> 2544 2545 2546 2547 <div id="container-fed4cfc1bb" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-threexl margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-threexl bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2548 2549 2550 2551<div class="aem-Grid aem-Grid--3 aem-Grid--tablet--12 aem-Grid--default--3 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2552 2553 <div class="button button-ci aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"><div class="button-primary"> 2554<a id="button-561c99c0fd" class="cmp-button" href="/ci-assante/ca/en/locator.html" aria-label="Advisor Locator" data-cmp-clickable data-cmp-data-layer="{"button-561c99c0fd":{"@type":"ci-assante/components/ci-core/button","repo:modifyDate":"2021-03-30T16:51:22Z","dc:title":"ADVISOR LOCATOR","xdm:linkURL":"/ci-assante/ca/en/locator.html"}}" tabindex="0"> 2555 2556 2557 2558<span class="cmp-button__text">ADVISOR LOCATOR</span> 2559</a> 2560</div> 2561</div> 2562 2563 2564</div> 2565 2566 </div> 2567 2568 2569 </div> 2570 2571 2572</div> 2573 2574 2575</div> 2576 2577 </div> 2578 2579 2580 </div> 2581 2582 2583</div> 2584<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 2585 2586 2587 2588 <div class="cc layout-full "> 2589 2590 2591 2592 <div id="container-b4a1da3f45" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-xl margin-bt-s margin-rtdesk-none margin-btmobile-med margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2593 2594 2595 2596<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2597 2598 <div class="separator aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"> 2599<div id="separator-393aad9607" class="cmp-separator"> 2600 <hr class="cmp-separator__horizontal-rule" role="presentation"/> 2601</div></div> 2602 2603 2604</div> 2605 2606 </div> 2607 2608 2609 </div> 2610 2611 2612</div> 2613<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--12"> 2614 2615 2616 2617 <div class="cc layout-full "> 2618 2619 2620 2621 <div id="container-448c2aa45b" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2622 2623 2624 2625<div class="aem-Grid aem-Grid--12 aem-Grid--tablet--12 aem-Grid--default--12 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2626 2627 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn--default--9 aem-GridColumn"> 2628 2629 2630 2631 <div class="cc layout-full "> 2632 2633 2634
2635 <div id="container-20400f1e74" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-xl margin-rtdesk-none margin-btmobile-xl margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2636 2637 2638 2639<div class="aem-Grid aem-Grid--9 aem-Grid--tablet--12 aem-Grid--default--9 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2640 2641 <div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn--default--9 aem-GridColumn"> 2642 2643 2644 2645 <div class="cc layout-full "> 2646 2647 2648 2649 <div id="container-c1295d84db" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-xl margin-topmobile-none bkg-none border-none border-none border-none bullet-default bullet-default align-default "> 2650 2651 2652 2653<div class="aem-Grid aem-Grid--9 aem-Grid--tablet--12 aem-Grid--default--9 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2654 2655 <div class="text aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--default--9 aem-GridColumn"> 2656<div data-cmp-data-layer="{"text-4413ab135c":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-12-31T13:42:52Z","xdm:text":"<p><span class=\"small-d\" style=\"font-size: 14.0px; font-weight: 300; line-height: 20.0px;\">© 2026 CI Assante Wealth Management. All Rights Reserved.</span></p>\r\n"}}" id="text-4413ab135c" class="cmp-text"> 2657 <p><span class="small-d" style=" font-size: 14.0px; 2658 font-weight: 300; 2659 line-height: 20.0px; 2660">© 2026 CI Assante Wealth Management. All Rights Reserved.</span></p> 2661 2662</div> 2663 2664 2665 2666</div> 2667 2668 2669</div> 2670 2671 </div> 2672 2673 2674 </div> 2675 2676 2677</div> 2678<div class="container responsivegrid aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--default--9 aem-GridColumn"> 2679 2680 2681 2682 <div class="cc "> 2683 2684 2685 2686 <div id="container-13db9fbb4f" class="cmp-container "> 2687 2688 2689 2690<div class="aem-Grid aem-Grid--9 aem-Grid--default--9 "> 2691 2692 <div class="text aem-GridColumn--default--9 aem-GridColumn"> 2693<div data-cmp-data-layer="{"text-e639ba9479":{"@type":"ci-assante/components/ci-core/text","repo:modifyDate":"2025-09-17T19:26:10Z","xdm:text":"<p><span class=\"small-d\" style=\"font-size: 14.0px; font-weight: 300; line-height: 20.0px;\"><span class=\"link-dark\"><a href=\"/content/ci-assante/ca/en/security.html\" title=\"Security\">Security</a>&nbsp;&nbsp;|&nbsp;&nbsp;<a title=\"Privacy Notice\" href=\"/content/ci-assante/ca/en/privacy-notice.html\">Privacy Notice</a>&nbsp;&nbsp;|&nbsp;&nbsp;<a title=\"Privacy Notice\" href=\"/content/ci-assante/ca/en/complaints.html\">Complaints</a>&nbsp;&nbsp;|&nbsp;&nbsp;<a title=\"Legal Notices\" href=\"/content/ci-assante/ca/en/legal-notice.html\">Legal Notices &amp; Disclaimers</a>&nbsp;&nbsp;|&nbsp;&nbsp;<a title=\"Accessibility\" href=\"/content/ci-assante/ca/en/accessibility.html\">Accessibility</a>&nbsp;&nbsp;|&nbsp;&nbsp;<a title=\"Site Map\" href=\"/content/ci-assante/ca/en/sitemap.html\">Site Map</a><br>\r\n<a target=\"_blank\" title=\"Best Execution Client Disclosurey\" href=\"https://ci-arena.ci.com/od/d4bbe809\" rel=\"noopener noreferrer\">Best Execution Client Disclosure</a></span></span></p>\r\n"}}" id="text-e639ba9479" class="cmp-text"> 2694 <p><span class="small-d" style=" font-size: 14.0px; 2695 font-weight: 300; 2696 line-height: 20.0px; 2697"><span class="link-dark"><a href="/ci-assante/ca/en/security.html" title="Security">Security</a>  |  <a title="Privacy Notice" href="/ci-assante/ca/en/privacy-notice.html">Privacy Notice</a>  |  <a title="Privacy Notice" href="/ci-assante/ca/en/complaints.html">Complaints</a>  |  <a title="Legal Notices" href="/ci-assante/ca/en/legal-notice.html">Legal Notices & Disclaimers</a>  |  <a title="Accessibility" href="/ci-assante/ca/en/accessibility.html">Accessibility</a>  |  <a title="Site Map" href="/ci-assante/ca/en/sitemap.html">Site Map</a><br /> 2698<a target="_blank" title="Best Execution Client Disclosurey" href="https://ci-arena.ci.com/od/d4bbe809" rel="noopener noreferrer">Best Execution Client Disclosure</a></span></span></p> 2699 2700</div> 2701 2702 2703 2704</div> 2705 2706 2707</div> 2708 2709 </div> 2710 2711 2712 </div> 2713 2714 2715</div> 2716 2717 2718</div> 2719 2720 </div> 2721 2722 2723 </div> 2724 2725 2726</div> 2727<div class="container responsivegrid aem-GridColumn--offset--largetablet--0 aem-GridColumn--default--none aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--0 aem-GridColumn--largetablet--none aem-GridColumn--tablet--12 aem-GridColumn--offset--tablet--0 aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn--tablet--none aem-GridColumn aem-GridColumn--default--3"> 2728 2729 2730 2731 <div class="cc layout-full "> 2732 2733 2734 2735 <div id="container-d78387746b" class="cmp-container padding-rt-none padding-lt-none padding-top-none padding-bt-none margin-rt-none margin-lt-none margin-top-none margin-bt-none margin-rtdesk-none margin-btmobile-none margin-topmobile-threexl bkg-none border-none border-none border-none bullet-default bullet-default align-right "> 2736 2737 2738 2739<div class="aem-Grid aem-Grid--3 aem-Grid--tablet--12 aem-Grid--default--3 aem-Grid--phone--12 aem-Grid--largetablet--12 "> 2740 2741 <div class="socialmedia aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--3"> 2742<div class="social-share-container"> 2743 <div class="div-icon"> 2744 <div class="social-share-icon-container linkedin"> 2745 <a href="https://www.linkedin.com/company/assante-wealth-management/" title="LinkedIn" target="_blank"></a> 2746 </div> 2747 2748 <div class="social-share-icon-container youtube"> 2749 <a href="https://www.youtube.com/channel/UC-OXGU-HPxZQhG29zsKUIew" title="YouTube" target="_blank"></a> 2750 </div> 2751 2752 <div class="social-share-icon-container fb"> 2753 <a href="https://www.facebook.com/BeWellAdvised/" title="Facebook" target="_blank"></a> 2754 </div> 2755 2756 <div class="social-share-icon-container mail"> 2757 <a href="/cdn-cgi/l/email-protection#3c4f594e4a555f597c5d4f4f5d524859125f5351" title="Mail" target="_blank"></a> 2758 </div> 2759 </div> 2760</div></div> 2761 2762 2763</div> 2764 2765 </div> 2766 2767 2768 </div> 2769 2770 2771</div> 2772 2773 2774</div> 2775 2776 </div> 2777 2778 2779 </div> 2780 2781 2782</div> 2783 2784 2785</div> 2786 2787 </div> 2788 2789 2790 </div> 2791 2792 2793</div> 2794<div class="alert-banner cif-alert-banner aem-GridColumn--tablet--12 aem-GridColumn--phone--12 aem-GridColumn--largetablet--12 aem-GridColumn aem-GridColumn--default--12"> 2795 2796<div id="cif-alert-banner" class="cif-alert-banner-wrapper"> 2797 <div class="cif-alert-banner-container"> 2798 <div class="cif-alert-banner__text"> 2799 <p>
2799Beware of unaffiliated or fraudulent websites impersonating CI Assante Wealth Management. <a href="/ci-assante/ca/en/fraud-awareness.html" target="_self" rel="noopener noreferrer">Click here to learn more.</a></p> 2800 2801 </div> 2802 <button class="cif-alert-banner__button" aria-label="Close alert banner"> 2803 <span class="cif-alert-banner__button-icon"> 2804 2805 2806 2807 <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 2808 <path d="M19 6.41L17.59 5L12 10.59L6.41 5L5 6.41L10.59 12L5 17.59L6.41 19L12 13.41L17.59 19L19 17.59L13.41 12L19 6.41Z" 2809 fill="currentColor"/> 2810</svg> 2811 2812 2813 2814 2815 </span> 2816 </button> 2817 </div> 2818</div> 2819 2820 2821 2822 2823</div> 2824 2825 2826</div> 2827 2828 </div> 2829 2830 2831 </div> 2832 2833 2834</div> 2835 2836 2837</div> 2838</div> 2839 2840 2841</div> 2842 2843</div></div> 2844 2845 2846 2847 2848 2849 2850 2851 2852 2853 2854 2855 2856 2857 2858</div> 2859 2860 2861</div> 2862</div>
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