We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.

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Sean Etherington

President, CI Assante Wealth Management

 

ROLE: Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.

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Our approach to wealth management starts with a deep understanding of what is truly important to you and incorporating this into a complete wealth plan.
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Damon Sutherland

SVP, Sales and 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 and comprehensive business and wealth planning support.

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The key to our success lies in our integrated service model that provides assurance and clarity to the most complex financial matters.
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We provide everything the culture, opportunities and support you need to be successful.

 

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