We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.
President, CI Assante Wealth Management
Role: Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.
SVP, Sales & Wealth Services – CI Assante Private Client, a division of CI Private Counsel LP
Role: Partners with advisors to grow and enhance their business through proven customized managed solutions accompanied by comprehensive business wealth planning support.
SVP Finance and Chief Financial Officer, CI Assante Wealth Management
Role: Oversees the financial well-being of Assante and provides insights to guide the growth of the organization to successfully achieve its strategic plan and objectives.
SVP, CI Assante Wealth Management and CI Assante Private Client Operations
Role: Oversees all operational functions for CI Assante Wealth Management and CI Assante Private Client, striving to provide a superior experience for our advisors and clients while leveraging technology for efficiency and growth.
VP, Service and Support, CI Assante Wealth Management
Role: Leads a national team responsible for the overall development, training, and support of Assante’s dealer platform and its services.
VP, Business Development, CI Assante Wealth Management
Role: Partners with advisors to improve their practices through the deep resources available within the organization while growing the network through recruiting.
VP, Investment Strategy, CI Assante Wealth Management
Role: Ensures that there is a robust and varied investment product shelf for the use of Assante advisors with their clients.
VP, Advisor Engagement, CI Assante Wealth Management
Role: Leads the design and content curation for AT360, advisor wealth management delivery skills and new hire training for branches. Develops training content to elevate the delivery of wealth management skills, provides business coaching for high-potential advisors and is the content owner for all Assante conferences.
INTERESTED IN JOINING THE TEAM?
We provide everything the culture, opportunities and support you need to be successful.