Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion of assets for more than 300,000 clients.
We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.
Be well-advised is our promise to you.
Peace of Mind
Growing your assets securely is one of our key priorities. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families.
Strong corporate backing
The first level of protection is provided by the substantial financial resources of Assante Wealth Management’s parent company – CI Financial Corp. CI Financial is financially strong with total fee-earning assets of $159 billion as of February 28, 2017.
Security safekeeping measures
Assante adheres to strict regulatory standards to maintain adequate capital to cover business risks, keep comprehensive and accurate records and employ appropriate securities handling procedures.
Strict industry standards
The Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA) enforce strict industry standards that we aim to exceed at our respective member organizations, Assante Capital Management Ltd. and Assante Financial Management Ltd.
The Canadian Investor Protection Fund (CIPF) and Investor Protection Corporation (IPC) are industry investor protection plans that protect client assets at Assante Capital Management Ltd. and Assante Financial Management Ltd., respectively.