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CI Assante Wealth Management Employee Directory

Financial ServicesOntario, Canada1001-5000 Employees

CI Assante Wealth Management has about 1.3K employees, nearly all of them in North America. By country, the largest groups are Canada (98%) and United States Of America (1%). Banking and Community & Social Services make up over half of the profiles with a known department. CI Assante Wealth Management's workforce spans 17 departments. CI Assante Wealth Management's workforce fell 2% between July 2025 and July 2026.

Find CI Assante Wealth Management employees' phone numbers or email addresses

CI Assante Wealth Management Global Highlights

Location
Employees

North America
1.3K

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  • Canada
    1.2K
  • United States Of America
    19

Asia
4

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  • India
    4

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    4

CI Assante Wealth Management's Leadership

  • Chief Financial Officer Of Ci Investment Services Inc at CI Assante Wealth Management
    J. G.
    Chief Financial Officer Of Ci Investment Services Inc
    Mobile Phone
  • Vice President | Senior Financial Advisor | Branch Owner at CI Assante Wealth Management
    R. M.
    Vice President | Senior Financial Advisor | Branch Owner
    Mobile Phone
  • Vp Planning And Initiatives Assante Wealth Management at CI Assante Wealth Management
    A. C.
    Vp Planning And Initiatives Assante Wealth Management
    Mobile Phone
  • Vp And Senior Financial Advisor At Assante Wealth Management at CI Assante Wealth Management
    B. T.
    Vp And Senior Financial Advisor At Assante Wealth Management
    Mobile Phone
  • Vice President , Information Technology at CI Assante Wealth Management
    D. C.
    Vice President , Information Technology
    Mobile Phone
  • Vice President , Sales at CI Assante Wealth Management
    S. M.
    Vice President , Sales
    Mobile Phone
  • President at CI Assante Wealth Management
    S. E.
    President
    Mobile Phone
  • President And Chief Operating Officer at CI Assante Wealth Management
    S. D.
    President And Chief Operating Officer
    Mobile Phone

CI Assante Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Analytics
  • Marketing
  • Accounting
  • Other
  • Business
  • Operations
  • Banking
  • Community & Social Services
  • Legal

Banking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Community & Social Services (15%, up from 0%) and Finance (3%, down from 71%).

Contact profiles from CI Assante Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner, President Assante Dorval at CI Assante Wealth Management
    P. P.
    Owner, President Assante Dorval
    Mobile Phone
    Canada, Quebec
    Oct 05, 2026
  • President at CI Assante Wealth Management
    S. E.
    President
    Mobile Phone
    Canada, Ontario
    Sep 23, 2026
  • Propriétaire De Cabinet Financer at CI Assante Wealth Management
    A. B.
    Propriétaire De Cabinet Financer
    Mobile Phone
    Canada, Quebec
    Sep 17, 2026
  • Partner / Senior Financial Advisor at CI Assante Wealth Management
    D. F.
    Partner / Senior Financial Advisor
    Mobile Phone
    Canada, Saskatchewan
    Sep 12, 2026
  • Branch Owner - Gatineau at CI Assante Wealth Management
    F. B.
    Branch Owner - Gatineau
    Mobile Phone
    Canada, Quebec
    Jun 26, 2026
  • Owner And Certified Financial Planner at CI Assante Wealth Management
    J. T.
    Owner And Certified Financial Planner
    Mobile Phone
    Canada, Ontario
    Aug 30, 2026
  • Branch Owner at CI Assante Wealth Management
    J. P.
    Branch Owner
    Mobile Phone
    Canada, Ontario
    Oct 05, 2026
  • Chief Financial Officer Of Ci Investment Services Inc at CI Assante Wealth Management
    J. G.
    Chief Financial Officer Of Ci Investment Services Inc
    Mobile Phone
    Canada, Ontario
    Sep 28, 2026
  • Partner/Wealth Management Advisor/Owner at CI Assante Wealth Management
    O. B. C.
    Partner/Wealth Management Advisor/Owner
    Mobile Phone
    Oct 26, 2025
  • Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers| at CI Assante Wealth Management
    R. D. U.
    Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers|
    Mobile Phone
    Canada
    Aug 31, 2026

Frequently Asked Questions

What are the largest departments at CI Assante Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Community & Social Services (15%, up from 0%) and Finance (3%, down from 71%). CI Assante Wealth Management's workforce spans 17 departments.

How has CI Assante Wealth Management's workforce changed over the past year?

Minus sign iconPlus sign iconCI Assante Wealth Management's workforce fell 2% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 75%.

How many employees does CI Assante Wealth Management have currently?

Minus sign iconPlus sign iconCI Assante Wealth Management has approximately 1.3K employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Europe.

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

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

  • Chief Financial Officer Of Ci Investment Services Inc: J. G.
  • 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconCI Assante Wealth Management employees' email format typically follows the pattern of FLast@assante.com. Trying to find reliable and up-to-date employee contact data? Find more CI Assante Wealth Management email formats with LeadIQ.

What is CI Assante Wealth Management known for?

Minus sign iconPlus sign iconCI Assante Wealth Management was founded in 1995 and operates in the Financial Services industry. You can contact CI Assante Wealth Management's main corporate office by phone at
+1-204-954-****
. Explore CI Assante Wealth Management's company overview page for more information.

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