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Why choose Assante?

We enable you to continue building your business your way with integrated technology, a leading universe of products, operational support, practice management coaching, succession planning, and much more including:

Assante Discretion for Wealth Advisors

Powered by advanced analytics and risk management tools previously only available to the most advanced hedge funds, institutional investors and traders in the world.

 

CI Cross-border Referral Program

Providing Canada- and U.S.-based advisors the opportunity to provide more holistic wealth management to your clients—regardless of where they live and work.

 

Wealth Planning

Access to a highly experienced team of more than 80 professionals that collaborates with you to create financial, retirement, estate and legacy planning.

Assante Wealth Management is Ranked #1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

OUR AWARDS


For J.D. Power 2021 award information, visit jdpower.com/awards

The advantages are clear

People

Advice is only as good as the person who gives it. Therein lies the secret of our success. We are driven by our passion to help our clients and their families fully realize their personal wealth and business goals. At the root of our passion are the relationships we've built – relationships that last a lifetime, and that are strengthened by the solutions we provide, the advice we impart, and the value that we deliver in every stage of our clients' lives.

 

Value

We're different from the rest because of our offering: a full-service, integrated wealth planning model built for the serious, professional advisor. This is reflected in our mission, business beliefs and in everything we do. As our firm continues to evolve, our services have helped to enhance the practices of our advisors and made us a destination of choice for the new advisors joining our ranks. Our experience shows that our business model and the level of support we provide appeal to the best advisors in the industry.

 

Support

The increasingly complex changes in the industry landscape have created the perfect opportunity for you to rebuild trust and deliver an enhanced client experience through integrated, customized financial advice that meets a full range of client needs. To help you in this, Assante offers you a significant level of support by providing expert counsel, tools and resources. You will be supported by the exceptional investment management team and wealth planning group available through our sister companies, CI Global Asset Management and CI Private Counsel LP. You can also rely on an unparalleled level of regional support focused on business development, sales, insurance and wealth planning needs – all designed to make your practice stronger.

 

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We provide the support advisors need to grow

Let us help you be well supported