Be well-advised

Welcome to "Today's New Retirement"

Where your last day of work no longer means the beginning of your last phase of life.


Who Is Assante Wealth Management?

Established in 1995, Assante is one of the largest Canadian professional services firms in wealth management, supporting 750 advisors who oversee $36.9 billion in assets for 300,000 clients and their families nationwide as of October 31st, 2016.

Assante was a pioneer and continues to be a leader in delivering integrated wealth management solutions. They believe that clients are better served by a comprehensive approach to planning that incorporates all aspects of their financial lives — risk management, estate planning, tax planning, as well as income and investment management.

Our Company is distinguished by a highly professional team of advisors and our focus on meeting your needs. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. This is a powerful indication of the proficiency and the trust earned from our clients. Our advisors, myself included, are committed to continually enhancing our skills through ongoing training, education and professional development.

In 2003 Assante was purchased by CI Financial Corp. CI Financial Income Fund (TSXL CIX.UN), is a diversified wealth management firm and a true success story. Since its founding over 40 years ago, CI has grown into one of the top three firms in its industry, with $102.2 billion in assets under management and total fee-earnings assets of $149 billion as of October 31st, 2016. CI became a public company in 1994 and has established a record as one of the best performing securities on S&P/TSX Composite Index over that time.

Testimonials View All

Very friendly, efficient and the advice is always well thought out and in our best interest.

Perry and Joan Bratseth Langley, BC

Serving Throughout the Lower Mainland of BC, Canada

Call for information: 604-859-9966