Our Team
— Who We Are
We are a team of seven professionals with over 100 years of collective experience in the financial services industry. Our primary objective is to find the right mix of services and solutions to help our clients meet their financial goals in various areas and to ensure these areas are well integrated and executed.
Founded in 1995, CI 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.
Our clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning resources available through our affiliates CI Multi-Asset Management and the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP.
Assante Private Client is a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.
Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Contact us today to discuss how we can help you achieve your financial goals
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