MardaLoop Financial Group at Assante Financial Management Ltd.
Financial Services - Calgary, Alberta, Canada
MardaLoop Financial Group at Assante Financial Management Ltd. Employees
MardaLoop Financial Group at Assante Financial Management Ltd. Details
Marda Loop Financial Group builds and delivers strategic advanced planning solutions to Canadian Families both within Canada and Abroad. Specializes in managing the financial affairs of high net worth families, and focuses on working with a team of professionals to provide innovative and customized solutions to preserve and enhance wealth.Value drivers: Simplify | Protect | Enable.Adopters of introducing philanthropic planning in generational wealth plans and have been recognized consistently in the 100 Assante Advisors in Canada.Areas of expertise: Comprehensive Financial Planning, Recommendation & Implementation of Financial Strategies, Philanthropy & Generational Wealth Transfer, Leadership & Communication, International Outlook, Issue Spotting & Consultation. Strengthening and aligning financial strategies.CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900+ professional advisors who oversee over $53 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020.Please visit www.assante.com/legal for important legal and regulatory disclosures.
