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.

Founded in

Canada