Sutton Planning • Holistic financial planning, benefits, and pension
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Sutton Planning Sutton Planning Assante

Phone: 1 (306) 934-5540

Toll Free: 1 (800) 821-4366

Fax: 1 (306) 664-6081

143 Wheeler Street

Saskatoon, SK S7P 0A4

All Sutton Wealth Planners are Certified Financial Planner® professionals.

We collaborate with you and each other to deliver unbiased advice that meets your personal and business needs.

 

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.

To research the background, qualifications and disciplinary information on advisors at CIRO regulated firms please generate an CIRO Advisor Report.

Benefits and pension consulting services are provided through Sutton Benefits & Pension Inc. (“Sutton Benefits & Pension”). Sutton Benefits & Pension is an independent company unrelated to Assante Capital Management Ltd. Only securities related products and services are offered through Assante Capital Management Ltd., and are covered by the Canadian Investor Protection Fund. Please contact our office for clarification.

The Wealth Planning Group is part of CI Private Counsel LP, a wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

For further Assante Wealth Management important legal and compliance disclosure, please visit www.assante.com.

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