Ferguson Financial Planning | CI Assante Wealth Management Email Formats

Financial Services • Mississauga, Ontario, Canada • 1-10 Employees

Key Contact at Ferguson Financial Planning | CI Assante Wealth Management

Steve Ferguson

Vice President, Senior Financial Advisor

Company overview

Headquarters	350 Burnhamthorpe Road West, Suite 500, Mississauga, Ontario L5B 3J1, CA
Phone number	+19052777933
Website	fergusonfinancialplanning.com
NAICS	52
Keywords	Tax Planning, Wealth Management, Education Savings, Retirement Planning, Estate Planning, Insurance & Risk Management, Charitable Giving, Investment Solutions, Financial Planning For Businesses
Founded	1991
Employees	1-10
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About Ferguson Financial Planning | CI Assante Wealth Management

Our team brings over 100 years of financial services experience. With our diverse background and expertise, we help our clients find the right mix of services and solutions to meet our clients’ goals and objectives. Through a personalized, comprehensive approach to wealth management, we provide expert services and solutions supported by the Assante network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we evaluate your current financial situation to create a plan that encompasses your entire financial well-being, from investments and insurance, to tax and estate planning, to your personal and family wealth, to your business interests. That is the Assante difference.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Senior

Vice President

Employees by Department

Ferguson Financial Planning | CI Assante Wealth Management has 4 employees across 1 departments.

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Number of employees

Funding Data

Ferguson Financial Planning | CI Assante Wealth Management has never raised funding before.

Ferguson Financial Planning | CI Assante Wealth Management Tech Stack

Discover the technologies and tools that power Ferguson Financial Planning | CI Assante Wealth Management's digital infrastructure, from frameworks to analytics platforms.

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Frequently asked questions

Ferguson Financial Planning | CI Assante Wealth Management is located in Mississauga, Ontario, CA.

You can reach Ferguson Financial Planning | CI Assante Wealth Management at +19052777933.

Ferguson Financial Planning | CI Assante Wealth Management was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

Ferguson Financial Planning | CI Assante Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Ferguson Financial Planning | CI Assante Wealth Management

Steve Ferguson

Vice President, Senior Financial Advisor

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