The Advantage Is Clear
At CI Assante Wealth Management, our mission is to deliver complete wealth management solutions for professional advisors and to support them in creating wealth and prosperity for Canadian families who entrust us with their affairs.
You can feel secure knowing that your financial needs are being looked after by an Assante Wealth Management advisor. Our core values of integrity, passion and professionalism drive our business, as we partner with you to understand your unique needs and simplify and enhance your financial well-being.
A Proven Track Record, Coast to Coast
53
billion of Canadian wealth
900
experienced wealth
management advisors
1995
founding date
ADVANTAGES
How we offer you a prosperous, healthier & more fulfilling life.
1 | Accomplished Advisors & Network
Our highly professional team of advisors are not alone on helping you reach your needs. Assante has access to a range of professionals who are experts in their field: investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, banking and mortgage specialists.
Your advisor can draw on these resources as needed to tailor personalized solutions for you and your family.
2 | Complete Wealth &
Investment Expertise
We take a comprehensive approach to planning that holistically incorporates investments, retirement, insurance, tax, estate and philanthropic planning.
Your advisor has access to a broad range of investment, insurance, risk and cash management offerings as well as an exclusive suit of managed portfolios–including Evolution Private Managed Portfolios, and CI Assante Private Client, for high net worth clients with complex wealth planning needs.
3 | Financial Strength
Assante benefits from the financial strength and resources of its parent company, CI Financial Corp. (“CI”). Since its founding 55 years ago, CI has grown into a global asset and wealth management company with approximately $194 billion in assets (as of September 30, 2020). CI became a public company in 1994 and is listed on the S&P/TSX Com- posite Index under the symbol CIX.
Leadership Team
Together with you, we determine the scope, direction and areas of focus to help you develop a wealthy and fulfilling life. Our Family Office Approach gives you ready access to a team of experts as necessary, and we offer a competitive, fully transparent fee structure.
LEARN MORE
Learn how we can align your wealth, values & dreams
We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
