About Assante

Founded in 1995, 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.  We have close to 1000 professional advisors overseeing $27 billion in assets under administration.  Assante is backed by the financial strength, stability and resources of its parent company CI Financial, a public company with more than $70 billion in assets under administration and total fee earning assets of $100 billion.

Assante's advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group housed at our sister-company, United Financial Corporation. We are a principal distributor of United Financial's customized, cutting-edge, solutions.

Finding the time to manage your finances is hard to do. Developing the expertise to understand financial markets, taxation and retirement planning is even harder. That's why most people turn to an advisor - to simplify their lives and achieve their financial goals.  Be well-advised is our promise to you.

An Assante advisor recognizes your needs are unique. That's why they've developed a comprehensive and integrated approach to wealth management. This approach combined with their renowned high level of personalized service, overall client experience, expertise, service and product selection has placed our advisors as leaders in their profession.

Your Assante advisor can work with you to clarify your goals, based on your needs and lifestyle, and can then develop a personalized strategy to help you achieve them. This strategy can include:

Integrated wealth management - The combination of traditional investment advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration.
Investment portfolios - Your investment strategy is what makes your money grow. Every investor is different, which is why Assante's advisors will recommend an investment portfolio based on your unique goals, risk tolerance and timeline.
Access to in-depth expertise - You can get cutting-edge, tax-efficient solutions from our Wealth Planning Group, housed at our sister-company, United Financial.

With an Assante advisor as your primary contact overseeing all your financial needs, you can enjoy more time with your family, or pursuing your other dreams.