Assurican Private Wealth is a premium wealth management firm that offers personalized investment strategies tailored to our clients’ unique needs. As investment professionals with over thirty years of experience managing billions in assets, the team provides an insightful, proactive and customized approach.
Our professionals will work closely with you to develop your comprehensive personalized Investment Policy Statement that serves as a distinctive guide to your plan. As a client, you will receive regular updates and have direct access to your investment professional. This level of service means we can respond to life changes and market conditions in a timely and effective manner.
Our clients value a firm with a successful record in identifying opportunities in both traditional and alternative investments. Our preference is for investments with a proven track record, a forward-looking management team and focused on profitable growth. We take a personalized approach focused on income generation and capital appreciation based on your unique needs and goals.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 1111 International Boulevard, Burlington,ontario,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.assurican.com
- Keywords
- Portfolio Management, Wealth Management, Investing, Stock Market, Alternative Investments, Investment Strategy.
- HQ
- Burlington, Ontario
Assurican Private Wealth Questions
Assurican Private Wealth's website is https://www.assurican.com
Assurican Private Wealth's LinkedIn profile is https://ca.linkedin.com/company/assurican-private-wealth
Assurican Private Wealth has
1 employees.
View email and phone details for 1
employees at Assurican Private Wealth.
Assurican Private Wealth's industry is
Investment Management
Assurican Private Wealth's top competitors are
Nestmd Capital,
Industry Dance Co.,
Coben Wealth,
Falto Construction,
Spectre Financial,
Centurion Asset Management Inc.,
Equiton Developments,
Co-Operators,
Horizon Financial Group,
Equiton Inc.
Assurican Private Wealth's categories are Investment Management
Assurican Private Wealth's founding year is 2017
