01
Comprehensive Wealth Management Solutions
We believe that a successful financial journey starts with personalized, comprehensive wealth management solutions tailored to your unique needs.
02
Empowering Financial Futures
With over 30+ years of experience, we empower individuals, families, and businesses to take control of their financial futures with confidence.
03
Strategic Investments
From managing portfolios to identifying growth opportunities, we help you make informed investment decisions that align with your goals.
04
Estate Planning Expertise
We provide guidance to protect your wealth and ensure a smooth transfer to future generations.
05
Innovative Tools and Strategies
Our team uses forward-thinking strategies and cutting-edge tools to design a plan that works for you.
06
Personalized Plans for Every Step
No matter where you are in your financial journey, we are here to guide you and create a roadmap tailored to your goals.
Wealth Management Excellence Since 1995
Since 1995, Assante Wealth Management has been a trusted leader in financial services. With over 830 advisors managing $44 billion in assets nationwide, we are dedicated to helping clients achieve their financial goals. In 2003, Assante joined CI Financial Corp., one of Canada’s largest investment fund companies. This partnership provides the strength and resources of a top-performing organization, enhancing the services we offer.
The Assante Advantage
Assante advisors manage nearly double the assets of their peers at other independent firms, reflecting their expertise and the trust they’ve earned. Supported by CI Investments Inc. and Assante Private Client, our advisors have access to exceptional tools and resources to deliver tailored financial strategies. Through integrity, passion, and professionalism, we simplify and improve our clients’ financial lives with a comprehensive approach to wealth management. To learn more, visit our public website.
