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 | 1,265 (1,265 on RocketReach) |
| Founded | 1995 |
| Address | 15 York Street, Toronto, Ontario M5J 0A3, CA |
| Phone | (604) 859-4323 |
| Fax | (604) 852-0503 |
| Category | Financial Services, Investment Banking, Real Estate, Finance |
| Web Rank | 1 Million |
| Keywords | assante wealth management, assante login, assante, rrsp how to defer tax when transferring from deceased husband, andex chart 2018 |
| Competitors | 7258 Wealth Management, Carson Wealth, Creative Planning Inc, Sanlam UK, Wealth Enhancement Group |
| SIC | 87, 874 |
| NAICS | 523, 52392, 7114, 711, 71, 52, 523920, 5239 |
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CI Assante Wealth Management Questions
The CI Assante Wealth Management annual revenue was $430 million in 2023.
Sean Etherington is the President of CI Assante Wealth Management.
1,265 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
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ViewJoseph Bajic
Chief Compliance Officer and Vice President, Compliance at CI Assante Wealth Management
Toronto, Ontario, Canada21 -
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ViewChris Haines
Regional Vice President, Western Canada at CI Assante Wealth Management
Vancouver, British Columbia, Canada2 -
2
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ViewDerek Smith
Regional Vice President, Estate Planning at CI Assante Wealth Management
Mississauga, Ontario, Canada21 -
11
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ViewKatharine Baran
Senior Vice President Operations at CI Assante Wealth Management
Toronto, Ontario, Canada2
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