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Advisor Community
Apr 7, 2021
CI Assante Private Client is a five-time Premier Sponsor of CAGP’s strategic philanthropy conference. The 2021 virtual event will discuss the theme Challenge of Change.
Jun 9, 2020
CI Assante Wealth Management’s service excellence has been acknowledged with seven nominations at this year’s Wealth Professional Awards in notable categories such as firm and advisor of the year.
Feb 15, 2020
Young adults receive financial know-how from Assante Vancouver Centre, in what is proving to be highly popular training. It’s so popular, there is already a waiting list for next year.
Jan 21, 2020
CI Assante Wealth Management is taking charitable giving to greater heights as the presenting sponsor of the ONE LIFE gala benefiting the children of families fighting cancer at Princess Margaret Cancer Centre.
Oct 29, 2019
For five years, Lorne Kronish has been involved in Walk4Friendship. This event raises funds for programs benefitting special needs individuals.
Sep 24, 2019
Peter Pomponio, Managing Director of Assante Quebec, is partnering with some of Canadian hockey’s top stars to fulfill a $5-million-dollar donation goal for student athlete development programs at the University of Sherbrooke.
May 7, 2019
Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.
May 1, 2019
Assante Private Client is helping clients fulfill their gift planning wishes while being tax efficient.
Apr 29, 2019
Assante’s client service and relationship management help garner three Wealth Professional Award nominations which recognize standards of excellence.
Feb 25, 2019
CI Assante Wealth Management is a proud partner of motionball for Special Olympics, which recently hosted its annual 2019 Toronto gala that donated $300,000 for Special Olympics athletic programs across Canada.