The Assante Story
When you choose a CI 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 900 advisors who oversee approximately $46 billion 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 becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
The advantages are clear
You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That’s 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 Global Asset Management, 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 and simplifies and enhances your financial well-being.
To find out more about CI Assante Wealth Management, please visit our public website.
Stay informed and invest with confidence:
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Lynley Schwartzentruber BBA, CFP®
Josh Belliveau CFP®
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
© 2022 CI Assante Wealth Management. All Rights Reserved.