Company Information

Get to know Danielson Group Wealth Management | Assante Capital Management Ltd.

Danielson Group Wealth Management is a specialized team of financial advisors affiliated with Assante Capital Management Ltd., one of Canada's largest wealth management firms and a subsidiary of CI Financial Corp. The group focuses on a holistic approach to wealth management, integrating investment, tax, insurance, retirement, and estate planning services. Their mission is to help clients achieve their financial goals and simplify their financial lives by creating personalized and comprehensive strategies for wealth creation and preservation.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Danielson Group Wealth Management | Assante Capital Management Ltd.

Canada

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.