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VerifiedInvestment Management· Founded 2017

Assurican Private Wealth

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.

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HeadquartersBurlington, CanadaEmployees1(11 to 50)Founded year2017Websiteassurican.comLinkedIn profileLinkedIn

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1 distinct titles indexed · top 1 shown.

  • 2director, private wealth and associate portfolio manager

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