Growing your assets securely is one of our key priorities. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families. Talk with an advisor near you.

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CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.

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Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With 26 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.

$56 billion of Canadian wealth

590+ experienced wealth management teams

1995 founding date 

Our Services


Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.

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Investment services and strategies

Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.

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Risk management and insurance

With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.

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Tax planning

There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.

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Estate planning

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

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Retirement planning

Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.

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Charitable giving

By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.

What our clients have to say

We wanted you know how pleased we are with the growth of our Private Client Account and to let you know how grateful we are for you and your team, Joe and Mary. If you weren't available we could always rely on either one of them to help us out.  It is always a pleasure to work with all of you and because of you and your team we can enjoy entering this new stage of full retirement.

Dave and Lisa Orcutt

Dorval, Quebec

Client of Joe Pizzuco

Janine is the perfect example of somebody who isn’t just in the investment business, she’s in the financial advisory business and that encompasses your whole financial life; what your priorities are, and what your realities are, and how you can balance those, and potentially achieve far more than you thought you might be able to.


Heather R.

Toronto, Ontario

Client of Janine Purves since 2004

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If you’re seeking expert advice and financial solutions tailored to your specific circumstances, look no further. Assante advisors have the experience and capabilities to support your unique needs – now and for life. 

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Since our founding in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians. We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are:

  • One of Canada’s largest investment companies
  • A public company as of 1994 and one of the top firms in the industry
  • Focused on operating with responsibility and integrity in all aspects of our business 

Insights, education, and thought leadership

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What to do when retirement approaches

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably. 



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Responsible investing is also smart investing

Investors want to know that companies they invest in do more than turn a profit – they should also respect the environment, society and shareholders. Find out about the ABCs of ESG. 



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Is cryptocurrency for investors or speculators?

Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery – find out more about the fascinating world of cryptocurrency.