Be well-advised.

Be well-advised.

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care.

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.

Leadership

Sean Etherington CIM
“Our approach to wealth management starts with a deep understanding of what is truly important to you and incorporating this into a complete wealth plan.”
Sean Etherington
CIM
President - Assante Wealth Management
With Assante since 2004
Role
Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.
Credentials
Honours Bachelors of Arts degree from Queen’s University, Chartered Investment Manager (CIM)
Jaime Ross
“True wealth planning is about protecting what matters most and giving purpose and meaning to family wealth.”
Jaime Ross
BA, LL.B
President - Assante Private Client, a division of CI Private Counsel LP
With Assante since 2003
Role
Oversees the successful delivery of wealth planning and strategic advice for Assante clients.
Credentials
B.A. from the University of Western Ontario (Huron College), LL.B from Dalhousie University, admitted to the Law Society of Upper Canada in 1990.
Bob Dorrell
“Our integrity, passion and professionalism drive our business, ignite forward-thinking and fuel our commitment to your unique financial needs.”
Bob Dorrell
CIM, FCSI
Chief Operating Officer - Assante Wealth Management
With Assante since 2000
Role
Responsible for the overall growth and development of Assante.
Credentials
Business Administration at Sir Sandford Fleming College, Chartered Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI).
Damon Sutherland B.Comm
“The key to our success lies in our integrated service model that provides assurance and clarity to the most complex financial matters.”
Damon Sutherland
B.Comm
SVP, Sales and Wealth Services - Assante Private Client, a division of CI Private Counsel LP
With Assante since 2003
Role
Partners with advisors to grow and enhance their business through proven, customized managed solutions and comprehensive business and wealth planning support.
Credentials
Honors Commerce Degree, University of Guelph

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 $182 billion as of May 31, 2018.

  • 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.

  • Industry-wide protection

    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.