PRIVATE CLIENT






While most other private client programs focus solely on investment management, we take a different approach. By integrating investment management, wealth planning and personalized attention in a single customized program, we help to simplify, preserve and enhance your wealth.
 
Assante Private Client provides high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs.
 
Managing your wealth can be complex and time-consuming.
The Assante Plan First Team simplifies your life by addressing all aspects of your financial well-being through the privately managed accounts. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we help you make the right decisions about your wealth, and help you build the future you desire.
THE FOUR PILLARS OF ASSANTE PRIVATE CLIENT
A SOLUTION TO SIMPLIFY, PRESERVE, AND ENHANCE YOUR WEALTH.
A PRIVATE CLIENT EXPERIENCE YOU CAN TRUST.
 
RBC INVESTOR SERVICES TRUST
To help safeguard your investments, we use the professional custodial services of RBC Investor & Treasury Services, part of Royal Bank of Canada. As your custodian, RBC Investor & Treasury Services separates client securities from its corporate assets, providing protection of your holdings.