Company Information

Get to know CI Assante Sawatzky Wealth Advisors

CI Assante Sawatzky Wealth Advisors is a branch of CI Assante Wealth Management, one of Canada's largest non-bank-owned wealth management firms. The Sawatzky branch, based in Calgary, operates on a mission to provide clients with a complete and integrated approach to wealth management. This includes comprehensive financial planning, investment management, risk management (insurance), tax strategies, and estate planning, all tailored to the specific needs of affluent families, professionals, and business owners. Their philosophy is centered on building long-term relationships and simplifying the complexities of their clients' financial lives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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CI Assante Sawatzky Wealth Advisors

Canada

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.