About Assante

A Proven Track Record, Coast to Coast
We are one of the largest Canadian professional services firms in wealth management, supporting 1,000 advisors who oversee $27 billion in assets for 300,000 clients and their families nationwide.

Integrated Wealth Management
Assante was a pioneer and continues to be a leader in delivering integrated wealth management solutions. We 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 investment management.

Accomplished Advisors
We are distinguished by our highly professional team of advisors and their focus on meeting your needs. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms - a powerful indication of their proficiency and the trust they have earned from their clients. And they are committed to continually enhancing their skills through ongoing training, education and professional development.

Bench Strength
Your advisor is positioned to be your key resource to oversee all aspects of your financial affairs, and can work with you to provide a customized wealth management plan. But your advisor is not alone in this effort. With access to a range of professionals who are experts in their field - investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, banking and mortgage specialists - your advisor can draw on these resources as needed in tailoring personalized solutions for you and your family.

Investment Expertise
Your Assante advisor has access to a broad range of investment, insurance, risk management and cash management offerings. With Assante, your advisor can also access customized, market-leading investment solutions and wealth planning expertise through our affiliated firm, United Financial Corporation.

Strong Leadership
Our ability to deliver service and support to your advisor, so that your advisor in turn can effectively meet your needs, is dependent on the successful stewardship of the organization. We are led by a seasoned group of executives who are accredited, known for their achievements in fostering growth and innovation within the financial services industry and have been chosen to drive the company's success now and long into the future.

Financial Strength
Our parent company, CI Financial Income Fund (TSX: 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 $81 billion in assets under management and total fee-earning assets of $95 billion. CI became a public company in 1994 and has established a record as one of the best performing securities on the S&P/TSX Composite Index over that time. CI also has a strong relationship with Scotia Bank, a 36% owner of the company and a large international financial services organization.