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CI Assante Wealth Management - Taglieri Group Family Wealth AdvisorsFinancial advisor in Oakville, ON

CI Assante Wealth Management - Taglieri Group Family Wealth Advisors is a financial advisor at 1939 Ironoak Wy #103, Oakville, ON L6H 3V8, ranked #24 of 210 wealth managers in Oakville and rated 4.7 from 15 Google reviews. Open Monday to Thursday.

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.

Oakville, ONUpdated 0 paid placements in any rankingHow we rank

Call (905) 335-0010Website ↗

Key facts

Key facts about CI Assante Wealth Management - Taglieri Group Family Wealth Advisors
Address1939 Ironoak Wy #103, Oakville, ON L6H 3V8Get directions
Phone(905) 335-0010
Websitetaglierigroup.com
HoursMonday to Thursday: 10 AM – 5 PM
Google rating4.7 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oakville and 11 towns within 40 km: Mississauga, Milton, Burlington, Etobicoke, Brampton, Hamilton, Toronto, East York, North York, Willowdale and Ancaster.

Based in Oakville, ONView on map

Opening hours

Opening hours for CI Assante Wealth Management - Taglieri Group Family Wealth Advisors
DayHours
Monday10 AM – 5 PM
Tuesday10 AM – 5 PM
Wednesday10 AM – 5 PM
Thursday10 AM – 5 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about CI Assante Wealth Management - Taglieri Group Family Wealth Advisors

How is CI Assante Wealth Management - Taglieri Group Family Wealth Advisors ranked in Oakville?

CI Assante Wealth Management - Taglieri Group Family Wealth Advisors is ranked #24 of 210 wealth managers in Oakville by RFA Score, with 65 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 CI Assante Wealth Management - Taglieri Group Family Wealth Advisors’ hours?

CI Assante Wealth Management - Taglieri Group Family Wealth Advisors is open Monday to Thursday. Its listed hours are Monday to Thursday, 10 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does CI Assante Wealth Management - Taglieri Group Family Wealth Advisors serve?

Serves Oakville and 11 towns within 40 km: Mississauga, Milton, Burlington, Etobicoke, Brampton, Hamilton, Toronto, East York, North York, Willowdale 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 CI Assante Wealth Management - Taglieri Group Family Wealth Advisors?

CI Assante Wealth Management - Taglieri Group Family Wealth Advisors has a rating of 4.7 from 15 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 CI Assante Wealth Management - Taglieri Group Family Wealth Advisors?

Call CI Assante Wealth Management - Taglieri Group Family Wealth Advisors on (905) 335-0010. The business is at 1939 Ironoak Wy #103, Oakville, ON L6H 3V8. 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

CI Assante Wealth Management - Taglieri Group Family Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
CI Assante Wealth Management - Taglieri Group Family Wealth Advisors (this business)—654.7 (15)NoNo
Nour Private Wealth - Daniel Mastrorillo - Financial Advisor#22655.0 (12)NoNo1.2 km
NexGen Wealth Management - Wellington-Altus Private Wealth#23655.0 (32)NoNo19.3 km
Reach Wealth Solutions#25655.0 (11)YesNo5.6 km

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