Our top priority is providing our clients with peace of mind. Specialized in working with professionals, entrepreneurs, and executives, we understand that trying to stay on top of everything else in their lives takes up enough mental energy, the last thing they need is to feel uncertain about their financial future. Through our comprehensive wealth planning process, we take care of all aspects of our clients’ financial picture.
Founded in 1995, CI Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 900 professional advisors, located in communities throughout the country, have approximately $46 billion of Canadian's family wealth under their care.
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 becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.