We put ourselves, our experience, and our individual histories to work for you—
because we take your success personally.


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We have advisors across Canada to help you reach your goals.

Let us help you be well advised


We partner with the best. So can you.

We know that choosing a financial advisor is a big decision. That’s why we partner with highly accomplished advisors who have a track record of success and a deep network of specialists in their respective fields.

Our advisors are backed by CI Assante Wealth Management, a leader in delivering complete wealth management solutions. We’ve also been consistently ranked by J.D. Power among the top Canadian full-service brokerage firms for investor satisfaction and trust.

In turn, our firm is a subsidiary of CI Financial Corp., a proudly independent company with expertise in global asset management, wealth management, private wealth, directing investing and other investment services.