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Unified Advisory Group - CI Assante Wealth Management Ltd.Financial advisor in Cambridge, ON

Unified Advisory Group - CI Assante Wealth Management Ltd. is a financial advisor at 780 King St E 1st Floor, Cambridge, ON N3H 3N9, ranked #27 of 110 wealth managers in Cambridge and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cambridge, ONUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Unified Advisory Group - CI Assante Wealth Management Ltd.
Address780 King St E 1st Floor, Cambridge, ON N3H 3N9Get directions
Phone(905) 201-7522
Websiteunifiedadvisorygroup.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cambridge and 8 towns within 40 km: Kitchener, Waterloo, Guelph, Paris, New Hamburg, Brant, Brantford and Ancaster.

Based in Cambridge, ONView on map

Opening hours

Opening hours for Unified Advisory Group - CI Assante Wealth Management Ltd.
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Unified Advisory Group - CI Assante Wealth Management Ltd.

How is Unified Advisory Group - CI Assante Wealth Management Ltd. ranked in Cambridge?

Unified Advisory Group - CI Assante Wealth Management Ltd. is ranked #27 of 110 wealth managers in Cambridge by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Unified Advisory Group - CI Assante Wealth Management Ltd.’s hours?

Unified Advisory Group - CI Assante Wealth Management Ltd. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Unified Advisory Group - CI Assante Wealth Management Ltd. serve?

Serves Cambridge and 8 towns within 40 km: Kitchener, Waterloo, Guelph, Paris, New Hamburg, Brant, Brantford and Ancaster. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Unified Advisory Group - CI Assante Wealth Management Ltd.?

Unified Advisory Group - CI Assante Wealth Management Ltd. has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Unified Advisory Group - CI Assante Wealth Management Ltd.?

Call Unified Advisory Group - CI Assante Wealth Management Ltd. on (905) 201-7522. The business is at 780 King St E 1st Floor, Cambridge, ON N3H 3N9. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Unified Advisory Group - CI Assante Wealth Management Ltd. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Unified Advisory Group - CI Assante Wealth Management Ltd. (this business)—635.0 (4)NoNo
IG Wealth Management#25634.3 (8)NoNo3.9 km
Noble Wealth Financial Inc.#28635.0 (6)NoNo6.0 km

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