Assante

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. With over 750 advisors across the country overseeing more than $24 billion dollars, Assante is one of the largest wealth management firms in Canada and is a fully owned subsidiary of CI Financial, Canada’s third largest investment management firm with fee earning assets of $99 billion.

Backed by a solid network of wealth planning professionals, Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services, including investment advice and retirement planning to tax planning, insurance and estate planning.

THE ASSANTE ADVANTAGE

Wealth management solutions
Assante advisors offer clients access to a wide-range of financial solutions, including an extensive range of third-party products and service providers. Assante advisors work with their clients to understand their needs and goals, and will recommend the most appropriate solutions for their current situation and as their needs change over time. The result is a comprehensive financial strategy based on personalized, professional advice and solutions that focuses on what is most important to you.

Committed to you
Assante advisors are committed to helping clients reach their goals. They combine their expertise in multiple disciplines with access to professional experts to help manage and co-ordinate a client’s complete and evolving financial needs.

Strategic partners
Assante has partnered with world-class investment managers who have extensive experience and knowledge in a specific area of the market. Each of these managers works to maximize and protect your portfolio using a proven investment approach.

Protecting your investment extends beyond your portfolio. We consider insurance integral to protecting the financial well-being of you and your family. That’s why we work with leading insurance providers to make sure you are well prepared for the future.