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Be well-advised.

Be well-advised.

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.

Leadership

Steve Donald
“Advice is as good as the person who gives it. Therein lies the secret of our success. And of yours.”
Steve Donald
FCPA, FCA
President
With Assante since 2003
Role
Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.
Credentials
Fellow of the Institute of Chartered Accountants of Ontario, B. Comm. from the University of British Columbia.
Other roles
Sits on the Board of Directors of the Mutual Fund Dealers Association, the Investment Industry Association of Canada and the Canadian Cancer Society, Ontario Division.
Jaime Ross
“True wealth planning is about protecting what matters most and giving purpose and meaning to family wealth.”
Jaime Ross
BA, LL.B
Senior Vice-President, Wealth and Estate Planning
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 our clients’ unique financial needs.”
Bob Dorrell
CIM, FCSI
Senior Vice-President, Distribution Sales & Service
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).
Sean Etherington
“As our clients transition through life, our complete approach to wealth management focuses on understanding and planning for what is truly important to them.”
Sean Etherington
CIM
Senior Vice-President, Sales and Wealth Services
With Assante since 2004
Role
Partners with advisors to grow and enhance their business through proven, customized managed solutions and comprehensive business and wealth planning support.
Credentials
Honours Bachelors of Arts degree from Queen’s University, Chartered Investment Manager (CIM)

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.

  • 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.