A MORE INTIMATE 
APPROACH TO SERVICE


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.
 

Scroll bar

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

Assante Advantage Image

THE ASSANTE ADVANTAGE

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.

$53 billion of Canadian wealth

900+ experienced wealth management advisors

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.

Service Icon


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.

Chart Icon


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.

handshake icon


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.

Target Icon


Estate planning

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

handshake icon


Retirement planning

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

Target Icon


Charitable giving

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

Insights, education, and thought leadership

COVID-19, TAXES, ECONOMIC INSIGHT

COVID-19 Economic Response Plan

The federal government has enacted several legislations aimed at stabilizing the economy during the COVID-19 pandemic. Here's what you need to know.

 

READ MORE

TFSA, RETIREMENT PLANNING

Ways to use a TFSA in retirement

When saving for the future, a Tax-Free Savings Account (TFSA) can help fund education, a vacation, your nest egg, anything. Did you also know a TFSA is equally versatile in retirement?

 

READ MORE

TAX PLANNING, TAXES

Save tax by splitting income with children

You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.

 

READ MORE

What our clients have to say

Quotes

 

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 Ken Ringel

Quotes

 

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

Alt Text Goes Here

THE FINANCIAL STRENGTH OF CI

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