CI Assante Wealth Management Employee Directory

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.

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CI Assante Wealth Management Global Highlights

North America
1.5K

Canada
1.5K
United States Of America
55

Europe
9

United Kingdom Of Great Britain And Northern Ireland
5
France
3
Netherlands
1

Asia
1

India
1

Africa
1

Nigeria
1

South America
1

Brazil
1

CI Assante Wealth Management's Leadership

J. C.
Vice President Operations
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B. D.
Vice President And Senior Wealth Advisor
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P. P.
Owner, President Assante Dorval
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S. E.
President
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A. M.
Owner
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Email
A. V.
Co-Owner & Financial Advisor
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A. A.
Managing Partner
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Email
B. D.
Owner
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CI Assante Wealth Management Employee Metrics

100%

50%

0%

2024

2023

Finance
Administrative
Analytics
Marketing
Accounting
Other

Contact profiles from CI Assante Wealth Management

Name

Title

Contact Info

Location

Last Update

P. P.
Owner, President Assante Dorval
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Email
Aug 16, 2024
S. E.
President
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Email
CanadaOntario
Oct 02, 2024
A. M.
Owner
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Mobile Phone
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Email
Canada
Sep 10, 2024
A. V.
Co-Owner & Financial Advisor
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Email
CanadaOntario
Nov 06, 2023
A. A.
Managing Partner
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Email
United StatesConnecticut
Sep 20, 2024
B. D.
Owner
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Email
CanadaBritish Columbia
Feb 28, 2024
B. B.
Partner
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Email
CanadaSaskatchewan
Jul 08, 2024
C. N.
Owner - Corner Financial Partners
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Email
CanadaOntario
Sep 10, 2024
D. U.
Senior Vice President And Chief Technology Officer
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Email
Jul 07, 2024
D. C.
Partner Assante Winnipeg
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Email
CanadaManitoba
Jul 26, 2024

Frequently Asked Questions

What is CI Assante Wealth Management known for?

CI 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 CA; you can contact the main corporate office by phone at

+1-204-954-****

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

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

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

How many employees does CI Assante Wealth Management have currently?

CI Assante Wealth Management has approximately 1.3K employees as of August 2024. These team members are located across 5 continents, including North AmericaEuropeAsia.

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

As of August 2024, CI Assante Wealth Management's key employees include:

Vice President Operations: J. C.
Vice President And Senior Wealth Advisor: B. D.
Owner, President Assante Dorval: P. P.
President: S. E.
Owner: A. M.

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