CA
Carole Ash
Associate Financial Advisor - The Mcclelland Financial Group at Ci Assante Wealth Management
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Work Experience
Associate Financial Advisor - The Mcclelland Financial Group
Jan 2003 - Present · 22 years
Assante Capital Management Ltd.
Associate
2002 - Jan 2003 · 1 years
Associate
Jan 1995 - 2002 · 7 years
Company Details
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company. Find an Assante advisor near you today: www.assante.com/findmyadvisor For legal and regulatory information, visit assante.com/legal.
Year Founded
1995
Social Media
Linkedin
Industry
Financial Services
HQ Location
15 York Street Toronto, Ontario M5J 0A3, CA
Keywords
Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningInvestmentsTax PlanningInsuranceSuccession Planningand Legacy Planning
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