Mutual Fund Dealer
Provincial legislation requires that investment fund advisors providing mutual fund sales and advice to be provincially licensed and registered with a mutual fund dealer. We have chosen Assante Wealth Management as our mutual fund dealer.
Assante Wealth Management is one of Canada´s leading financial organizations, providing service and support to an exclusive network of investment fund advisors. By providing administrative support, research, professional development and integrated technology, Assante Wealth Management provides us with the tools to deliver excellent reporting and processing to our clients.
Assante Wealth Management is a Canadian-owned company.