Ferguson Financial Planning is a financial advisory branch of CI Assante Wealth Management, a major Canadian financial services firm which is a subsidiary of CI Financial Corp. The practice, led by Senior Financial Advisor Kent Ferguson, focuses on a holistic and integrated approach to wealth management. Their services encompass investment management, retirement and estate planning, tax strategies, and insurance solutions, primarily for a clientele of professionals, executives, and business owners. The firm's mission is to build long-term client relationships by creating personalized and comprehensive financial plans to help clients achieve their life goals.

Founded in

Canada