CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company. Find an Assante advisor near you today: www.assante.com/findmyadvisor For legal and regulatory information, visit assante.com/legal.
View Top Employees from CI Assante Wealth Management| Website | http://www.assante.com |
| Revenue | $430 million |
| Employees | 1,245 (1,081 on RocketReach) |
| Founded | 1995 |
| Address | 15 York Street, Toronto, Ontario M5J 0A3, CA |
| Phone | (604) 859-4323 |
| Fax | (604) 852-0503 |
| Industry | Financial Services, Investment Banking, Real Estate, Finance |
| Web Rank | 1 Million |
| Keywords | Wealth Management Products, Financial Planning, Investment Management Services, Retirement Planning, Tax Planning, Estate Planning, Insurance Services, Mortgage, Lending, Bank |
| Competitors | 7258 Wealth Management, Carson Wealth, Creative Planning Inc, Sanlam UK, Wealth Enhancement Group |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52392 Companies, NAICS Code 7114 Companies, NAICS Code 711 Companies, NAICS Code 71 Companies, NAICS Code 52 Companies, NAICS Code 523920 Companies, NAICS Code 5239 Companies |
Looking for a particular CI Assante Wealth Management employee's phone or email?
CI Assante Wealth Management Questions
The CI Assante Wealth Management annual revenue was $430 million in 2024.
Sean Etherington is the President of CI Assante Wealth Management.
1,081 people are employed at CI Assante Wealth Management.
CI Assante Wealth Management is based in Toronto, Ontario.
The NAICS codes for CI Assante Wealth Management are [523, 52392, 7114, 711, 71, 52, 523920, 5239].
The SIC codes for CI Assante Wealth Management are [87, 874].
Top CI Assante Wealth Management Employees
-
2
-
1
-
ViewJoseph Bajic
Chief Compliance Officer and Vice President, Compliance at CI Assante Wealth Management
Toronto, Ontario, Canada21 -
11
-
2
-
41
-
View
Derek Smith
Regional Vice President, Estate Planning at CI Assante Wealth Management
Mississauga, ON, CA21 -
ViewKatharine Baran
Senior Vice President Operations at CI Assante Wealth Management
Toronto, Ontario, Canada3 -
21
Related Companies
