Assante Capital Management Ltd

Assante Wealth Management – Our Journey 1995-2022 Founded in 1995, Assante has achieved exceptional growth and is now among Canada's largest wealth management companies. Assante provides support to more than 900 professional advisors with more than $53 billion in assets under management. CI Financial Corp. acquired Assante in 2003 and provides diversified wealth management. CI Financial Corp. is Canada's third-largest investment fund company and has approximately $17 billion in assets. CI was publicly traded in 1994 and has consistently been one of the most successful companies traded on the Toronto Stock Exchange Composite. CI has provided Assante with additional resources and financial stability. Assante has grown, and CI has benefited from the acquisition. Your Assante advisor will take care of your financial worries, so you can relax and matters. Assante advisors average nearly double the assets of advisors from similar independent firms. This metric is an excellent indicator of the advisors' trust and experience. CI Investments Inc. and Assante Private Client, our sister companies, help us provide you with the best wealth planning and investment management services. Our core values are integrity, passion, and professionalism, and they drive our business. Your Assante advisor will collaborate with you to create a personalized plan for your specific needs that will enhance your financial health.