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The Success Story Begins with a CI Assante Wealth Management Advisor Since being founded in 1995, Assante has become one of Canada's largest wealth management companies, and they now have more than 900 advisors helping to manage around $46 billion in assets. In 2003, CI Financial Corp., the third-largest investment fund company in Canada, purchased Assante. Assante has the additional resources and financial stability as a result. CI has been one of the best-performing stocks in the S&P/TSX Composite Index since it went public in 1994 (their stock symbol is CIX). Assante advisors look after everything. This means you can be confident in knowing that someone is handling your financial affairs. Assante advisors have about double the level of assets as advisors at other independent firms. This demonstrates their expertise and their clients' confidence in them. We also include CI Global Asset Management and CI Assante Private Client, our sister businesses, in our network. Our financial planning and investment services are among the best in Canada, and we help our clients achieve their financial goals. We are also committed to our core principles of integrity, enthusiasm, and professionalism. Our advisors will listen to you with respect and work with you to create a plan that meets your needs. This approach to planning and investment management ensures that it works and benefits your financial health.
 
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