Every relationship starts with a conversation and we're happy to sit down and meet with you.
OakTree & Associates is licensed under Assante Financial Management Ltd. (“AFM”). AFM is a subsidiary of Assante Wealth Management (Canada) Ltd. Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation. Please visit www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
Assante Wealth Management is trusted by individuals and families who desire truly integrated wealth planning. Each day, Assante advisors across Canada help more than 300,000 clients create and preserve wealth for themselves and their families. Since 1995, our broad expertise and unwavering commitment have made us one of the largest Canadian professional services firms in wealth management. Supporting over 900 advisors who oversee $46 billion in assets for our clients, we are leaders in creating wealth and prosperity through a comprehensive planning process that incorporates all aspects of our clients financial lives.
Assante is a subsidiary of CI Financial (TSX: CIX), a leading investment company with approximately $189 billion in total assets as of August 31, 2020.