Test
Advisors play a crucial role in keeping you focused on reaching your goals with confidence.
With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.
Eric Lauzon
Significant changes are occurring in an increasingly complex and regulated financial world. Over the last few years, advisors have been challenged with the new reality of our economic landscape. At Assante, we understand what it takes to overcome these challenges. Our solution is a complete wealth management practice.
I joined Assante in 2007 and work in our Montreal office. My objective is to help you grow your business. Together, we can implement efficiencies and create personalized wealth plans for your clients by leveraging expertise from our network of investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, and banking and mortgage specialists. My background in marketing research, combined with my experience as a wholesaler and sales manager, gives me a unique skill set to help you express and promote your value proposition.
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2022. All rights reserved.