WHY ASSANTE

 


 
Solid, unbiased. Best-in-class advice from best-in-class advisors.
Delivering integrated wealth management solutions to create wealth and prosperity for Canadians

DEEP ROOTS

Assante Wealth Management is owned by CI Financial — an independent financial services company with over 159 billion dollars in assets under management as of February 28th, 2017.
 

SUCCESS

 
 

RELATIONSHIPS

 
 
 
Assante Advantage

Like the Rubik’s Cube, your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your advisors at The Plan First Team of Assante Financial Management Ltd. can help you to solve the puzzle.

 
 

OUR CLIENTS ARE THE CENTRE OF OUR BUSINESS

As an Assante client, you have exclusive access to our customized solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.
Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion of assets for more than 300,000 clients as of February 28th, 2017.

We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.

ASSANTE LEADERSHIP


“Advice is as good as the person who gives it. Therein lies the secret of our success. And of yours.”
Steve Donald FCPA, FCA
President
With Assante since 2003

“True wealth planning is about protecting what matters most and giving purpose and meaning to family wealth.”
Jaime Ross BA, LL.B
Senior Vice-President, Wealth and Estate Planning
With Assante since 2003

“Our integrity, passion and professionalism drive our business, ignite forward thinking and fuel our commitment to our clients’ unique financial needs.”
Bob Dorrell CIM, FCSI
Senior Vice-President, Distribution Sales & Service
With Assante since 2000

“As our clients transition through life, our complete approach to wealth management focuses on understanding and planning for what is truly important to them.”
Sean Etherington CIM
Senior Vice-President, Sales and Wealth Services
With Assante since 2004
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Strong corporate backing
The first level of protection is provided by the substantial financial resources of Assante Wealth Management’s parent company – CI Financial Corp. CI Financial is financially strong with total fee-earning assets of $159 billion as of October 31, 2016.
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Security safekeeping measures
Assante adheres to strict regulatory standards to maintain adequate capital to cover business risks, keep comprehensive and accurate records and employ appropriate securities handling procedures.
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Strict industry standards
The Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) enforce strict industry standards that we aim to exceed at our respective member organizations, Assante Capital Management Ltd. and Assante Financial Management Ltd.
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Industry-wide protection
The Canadian Investor Protection Fund (CIPF) and Investor Protection Corporation (IPC) are industry investor protection plans that protect client assets at Assante Capital Management Ltd. and Assante Financial Management Ltd., respectively.