Are you looking to grow your business and take it to the next level?

Are you thinking about transitioning your business in the next 10 years or sooner?

Are you interested in joining a team-based business?

Why Join Assante?

Who We Are

Advice is only as good as the person who gives it. Assante Wealth Management is different from the rest because of our full-service, integrated wealth planning model built for the serious, professional financial advisor. Evidence to this, our advisors ranked us as the overall top dealer in the 2018 Investment Executive Dealers' Report Card. MORE >

Business Model

Our financial advisors oversee all aspects of wealth planning, which allows them to play a central role in their clients' financial well-being that extends to their families, next generations, friends and business partners. This model creates opportunities for efficient and sustainable advisory practices in the years to come. MORE >


Assante's various field teams work alongside you and your team to help you achieve the business goals you set throughout your career with us. MORE >


Our advisor support starts with your onboarding. We guide you and your team to make the transition as seamless as possible. MORE >


We are committed to your career. It is because of this commitment that we believe in attracting and retaining advisors with the expertise and dedication required to sustain a sound wealth management practice. MORE >

Advisor Stories

Brian Humphrys

Brian Humphrys, CFP®
Senior Financial Advisor
Assante Capital Management Ltd.

Assante has the investment and wealth planning tools to ensure that my advice helps my clients achieve their financial goals.


Richard Alderman

Richard Alderman, CFP®, FCSI®, FMA
Branch Manager, Financial Advisor
Assante Capital Management Ltd.

Just as Assante goes above and beyond to make sure the needs of our clients are taken care of, we've seen just as much dedication to advisors across the country.


Brenda Sernoskie

Brenda Sernoskie, CFDS, CFP®, EPC
Senior Financial Planning Advisor
Assante Capital Management Ltd.

Assante's framework helps advisors not just in the wealth planning advice they can offer, but how to be successful entrepreneurs by focusing on what they do best.


Andrew Filice

Andrew Filice, CFP®
Financial Advisor
Assante Capital Management Ltd.

The Assante advantage means being backed by an organization that not only supports its advisors, but has an in-depth understanding of how their business works to help it grow for the long-term.


Fabien Major

Fabien Major, MBA, Adm.A., F. Pl.
Financial Security Advisor
Assante Capital Management Ltd.

If you want to take your career or advisory practice to the next level, Assante will exceed your expectations.


Join Us

Make it happen, with our complete suite of support services designed to help you manage and grow your business.

At Assante, we work with you and your team to create strategies that address your needs and challenges as a financial advisor, while identifying opportunities to advance your career and grow your business. Then, we help you implement those strategies by connecting you with the right resources at our firm.

Are you where
you want to be?

Watch our webinar playback now.