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.

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

CI Assante Wealth Management Global Highlights

North America
1.8K

Canada
1.7K
United States Of America
45

Europe
8

United Kingdom Of Great Britain And Northern Ireland
5
France
2
Netherlands
1

Asia
2

India
2

Africa
1

Mauritius
1

South America
1

Brazil
1

CI Assante Wealth Management's Leadership

R. M. S. F. A.
Vice President | Senior Financial Advisor | Branch Owner
Mobile Phone
Email
P. C. S.
Head Of Impact
Mobile Phone
Email
P. P.
Owner, President Assante Dorval
Mobile Phone
Email
R. P.
Cto/Svp
Mobile Phone
Email
S. E.
President
Mobile Phone
Email
A. C.
Ba Cfp Clu Rhu Chfc Chs
Mobile Phone
Email
A. M.
Owner
Mobile Phone
Email
A. V.
Co-Owner & Financial Advisor
Mobile Phone
Email

CI Assante Wealth Management Employee Metrics

100%

50%

2024

2023

Finance
Administrative
Analytics
Marketing
Accounting
Other

Contact profiles from CI Assante Wealth Management

Name

Title

Contact Info

Location

Last Update

I. M.
Branch Owner/ Financial Planner
Mobile Phone
Email
CanadaBritish Columbia
Feb 29, 2024
J. T.
Owner And Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Oct 21, 2024
J. V.
Partner ; Head Of Production, Partnerships And Nonprofit Consulting
Mobile Phone
Email
United StatesFlorida
Nov 21, 2024
J. P.
Branch Owner
Mobile Phone
Email
CanadaOntario
Oct 21, 2024
K. G.
President/0wner
Mobile Phone
Email
CanadaManitoba
Oct 21, 2024
K. S.
Financial Planning Advisor And Branch Owner
Mobile Phone
Email
CanadaOntario
Oct 23, 2024
K. R.
Partner And Senior Financial Advisor
Mobile Phone
Email
CanadaQuebec
Oct 21, 2024
L. C.
Senior Financial Adviser & Branch Owner
Mobile Phone
Email
CanadaOntario
Oct 17, 2024
L. K.
Branch Owner
Mobile Phone
Email
CanadaQuebec
Nov 09, 2024
M. E.
Owner
Mobile Phone
Email
United StatesConnecticut
Oct 16, 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 November 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 November 2024, CI Assante Wealth Management's key employees include:

Vice President | Senior Financial Advisor | Branch Owner: R. M. S. F. A.
Head Of Impact: P. C. S.
Owner, President Assante Dorval: P. P.
Cto/Svp: R. P.
President: S. E.

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