Assante Wealth Management

The Assante Story When you choose an 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 750 advisors who oversee over $30 billion in assets for 300, 000 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.

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