Assante Wealth Management Employee Directory

Q: What is Assante Wealth Management known for?

Assante Wealth Management was founded in 1995. Assante Wealth Management operates in the Financial Services industry.

Q: How many employees does Assante Wealth Management have currently?

Assante Wealth Management has approximately 1.3K employees.

Q: Who are Assante Wealth Management's key employees and leadership?

Assante Wealth Management's key employees include: President And Ceo: K. C., Vice President | Senior Financial Advisor | Branch Owner: R. M., Vp Planning And Initiatives Assante Wealth Management: A. C., Vp And Senior Financial Advisor At Assante Wealth Management: B. T., Vice President , Information Technology: D. C..

Financial ServicesOntario, Canada1001-5000 Employees

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.

Find Assante Wealth Management employees' phone numbers or email addresses

Assante Wealth Management Global Highlights

North America
1.3K

Canada
1.2K
United States Of America
25

Europe
6

United Kingdom Of Great Britain And Northern Ireland
5
France
1

Asia
4

India
4

Assante Wealth Management's Leadership

R. M.
Vice President | Senior Financial Advisor | Branch Owner
Mobile Phone
Email
A. C.
Vp Planning And Initiatives Assante Wealth Management
Mobile Phone
Email
B. T.
Vp And Senior Financial Advisor At Assante Wealth Management
Mobile Phone
Email
D. C.
Vice President , Information Technology
Mobile Phone
Email
K. C.
President And Ceo
Mobile Phone
Email
S. D.
President And Chief Operating Officer
Mobile Phone
Email
P. P.
Owner, President Assante Dorval
Mobile Phone
Email
D. F.
Partner / Senior Financial Advisor
Mobile Phone
Email

Assante Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Analytics
Marketing
Accounting
Other
Business
Operations
Banking
Community & Social Services
Legal

Contact profiles from Assante Wealth Management

Name

Title

Contact Info

Location

Last Update

P. P.
Owner, President Assante Dorval
Mobile Phone
Email
CanadaQuebec
Mar 04, 2026
K. C.
President And Ceo
Mobile Phone
Email
United StatesWest Virginia
Mar 06, 2026
D. F.
Partner / Senior Financial Advisor
Mobile Phone
Email
CanadaSaskatchewan
Feb 19, 2026
F. B.
Branch Owner - Gatineau
Mobile Phone
Email
CanadaQuebec
Oct 23, 2025
J. T.
Owner And Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Mar 05, 2026
J. V.
Partner ; Head Of Production, Partnerships And Nonprofit Consulting
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
J. P.
Branch Owner
Mobile Phone
Email
CanadaOntario
Dec 05, 2025
R. D. U.
Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers|
Mobile Phone
Email
Canada
Oct 19, 2025
R. M.
Vice President | Senior Financial Advisor | Branch Owner
Mobile Phone
Email
CanadaOntario
Mar 03, 2026
R. M.
Senior Financial Planning Advisor/Branch Co-Owner
Mobile Phone
Email
CanadaNova Scotia
Nov 12, 2025

Frequently Asked Questions

What is Assante Wealth Management known for?

Assante Wealth Management was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 15 York Street Toronto, Ontario m5j 0a3 Canada; you can contact the main corporate office by phone at

+1-204-954-****

. Explore Assante Wealth Management's company overview page for more information.

What is Assante Wealth Management's most common email format?

Assante Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Assante Wealth Management email formats with LeadIQ.

How many employees does Assante Wealth Management have currently?

Assante Wealth Management has approximately 1.3K employees as of March 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Assante Wealth Management's key employees and leadership?

As of March 2026, Assante Wealth Management's key employees include:

Vice President | Senior Financial Advisor | Branch Owner: R. M.
Vp Planning And Initiatives Assante Wealth Management: A. C.
Vp And Senior Financial Advisor At Assante Wealth Management: B. T.
Vice President , Information Technology: D. C.
President And Ceo: K. C.

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