Our Philosophy - Wealth Creates Complexity 

The Sutherland Grant Wealth Group advises clients ranging from Individual Investors to Business Owners to High Net Worth Families. We partner with our clients to create a defined roadmap using disciplined and customized wealth creation strategies.

Our strength is our dedicated, long-standing team that has enabled us to build meaningful long term intergenerational relationships. Our offering is focused on providing a high level of personalized service to support our families in achieving their financial goals.

Our areas of expertise:

  • Customized Investment Management Strategies
  • Integrated Wealth Planning 
  • Insurance Needs
  • Charitable Giving 

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth and that managing it can be complex and time consuming. Our team helps clients navigate from wealth accumulation through to retirement by minimizing risk and maximizing outcomes through our customized and holistic approach to planning, advice, and investment management. 

The Sutherland Grant Wealth Group (SGWG) will help you define and prioritize each of your goals and build a comprehensive wealth plan that will help you achieve them. At SGWG, we will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

30 St. Clair W, Suite 1400
Toronto, ON
M4V 3A1 Canada