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INVESTMENTS TO HELP YOU REACH YOUR GOALS

Our advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. Our broad product shelf includes funds from all major investment fund companies across the country, including access to our exclusive managed solutions available through our sister company CI Global Asset Management. Our securities-licensed advisors with Assante Capital Management Ltd. can provide stock and bond recommendations as well as superior trade execution. Refer to daily prices, performance reports and disclosure documents for more information.

Helpful resources

Daily Prices

Discover how your funds are currently priced.

 

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Financial Statements and Fund Performance Reports

Uncover how the funds are investing and performing.

 

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Legal and Regulatory Documents

Review the prospectuses and other legal documents.

 

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Fund Facts

Find everything you need to know about the Fund, holdings, performance, management and more.

 

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Additional Resources

Additional privacy, legal information and disclosures for Assante Private Client, Assante Private Portfolios, and Optima Strategy. Independent Review Committee Reports can be found through CI Global Asset Management Inc.

 

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We have advisors across Canada to help you reach your goals.

Let us help you be well advised

 

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