Company Information

Get to know Clearwater Wealth Group at CI Assante Wealth Management

Clearwater Wealth Group is a trade name for a team of financial advisors operating within CI Assante Wealth Management (a brand name of CI Private Counsel LP and Assante Capital Management Ltd.). The group focuses on providing a holistic and integrated approach to wealth management for individuals, families, and business owners. Their services encompass comprehensive financial planning, investment management, retirement planning, tax and estate planning, and insurance solutions, aiming to simplify their clients' financial lives through personalized strategies and professional guidance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Clearwater Wealth Group at CI Assante Wealth Management

Canada

Founded in

1982 (44 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.