The Assante Advantage

The advantages are clear


Advice is only as good as the person who gives it. Therein lies the secret of our success. We are driven by our passion to help our clients and their families fully realize their personal wealth and business goals. At the root of our passion are the relationships we've built – relationships that last a lifetime, and that are strengthened by the solutions we provide, the advice we impart, and the value that we deliver in every stage of our clients' lives.


We're different from the rest because of our offering: a full-service, integrated wealth planning model built for the serious, professional advisor. This is reflected in our mission, business beliefs and in everything we do. As our firm continues to evolve, our services have helped to enhance the practices of our advisors and made us a destination of choice for the new advisors joining our ranks. Our experience shows that our business model and the level of support we provide appeal to the best advisors in the industry.


The increasingly complex changes in the industry landscape have created the perfect opportunity for you to rebuild trust and deliver an enhanced client experience through integrated, customized financial advice that meets a full range of client needs. To help you in this, Assante offers you a significant level of support by providing expert counsel, tools and resources. You will be supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc. and CI Private Counsel LP. You can also rely on an unparalleled level of regional support focused on business development, sales, insurance and wealth planning needs – all designed to make your practice stronger.

Now is the time to demonstrate your value as a trusted advisor as you look to take your business to new heights.