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 Assante advisor can help you solve the puzzle to financial success.
Founded in 1995, CI Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. As of August 31, 2020 our 900 professional advisors, located in communities throughout the country, have approximately $46 billion of Canadian's family wealth under their care.
We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.
Be well-advised is our promise to you.