Experience the Assante Advantage

Advice is as valuable as the person who gives it. This is where the secret of our success lies. We are driven by our focus on helping our clients and their families fully realize their personal wealth and business goals. At the foundation of our commitment are the relationships we have built – relationships that last a lifetime and are strengthened by the solutions we offer, by the advice we provide and by the value we deliver every step of the way of the lives of our clients.
 

We are different because of what we offer: a full-service, integrated wealth planning model, created for the serious professional advisor. This is reflected in our mission, in our principles and in everything we do. As our company continues to evolve, our services have helped elevate the businesses of our advisors and made us a destination of choice for new advisors joining our ranks. Our experience shows that our business model and the quality of our support appeal to the best advisors on the market.
 

Ever more complex changes in the financial services landscape have created the perfect opportunity for you to rebuild trust and deliver an enhanced customer experience through personalized, integrated financial advice that meets a full range of customer needs. To help you do this, Assante offers a significant level of support through expert advice, tools and resources. You will benefit from the exceptional support of an investment management team and the wealth planning group through our sister company, CI Investments Inc., and CI Private Counsel LP. You can also benefit from an unparalleled level regional support focused on client expansion needs, insurance sales and wealth planning – all aimed at strengthening your business.