White & Holmes Financial Group operates as a financial advisory practice under the umbrella of Assante Capital Management Ltd., a major Canadian wealth management firm and a subsidiary of CI Financial Corp. The group focuses on providing holistic financial planning, which integrates investment management, wealth planning, risk management (insurance), and tax and estate planning. Their mission is to help clients achieve their financial goals and simplify their lives by managing all aspects of their wealth in a coordinated manner.

Founded in

Canada