The Assante Story

When you choose an Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 532 wealth management teams and 832 advisors across the country who oversee approximately $69 billion (as of November 30, 2024) in assets for clients and their families nationwide.

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since its founding 55 years ago, CI has grown into a global asset and wealth management company with approximately $532.7 billion in assets (as of November 30, 2024)

The advantages are clear

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors are known for their deep expertise and commitment to personalized service – a powerful indication of their proficiency and the trust they have earned from their clients.

With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and CI Assante Private Client, a division of CI Private Counsel LP.

Our core values of integrity, passion and professionalism drive our business. It’s through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs.

To find out more about CI Assante Wealth Management, please visit the Assante website.