What departments does CI Assante Wealth Management have?

CI Assante Wealth Management has employees across 7 departments including Finance, Engineering, Operations, Business Development, Human Resources.

What is the largest department at CI Assante Wealth Management?

The largest department at CI Assante Wealth Management is Finance with 17 employees.

Where are CI Assante Wealth Management employees located globally?

CI Assante Wealth Management has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, Canada, United States Of America.

How has CI Assante Wealth Management's team size changed over time?

CI Assante Wealth Management's team has decreased from approximately 1.6K to 1K employees based on available data.

CI Assante Wealth Management Employee Directory

Financial ServicesOntario, Canada1001-5000 Employees

CI Assante Wealth Management is a leading Canadian wealth-management firm within the financial services sector. It operates through a broad network of about 900 professional advisors who collectively oversee more than $46 billion in client wealth, serving Canadian families and business owners. The company is a subsidiary of CI Financial Corp., placing it within a global, diversified investment parent. Based in Toronto, Ontario, CI Assante is among the largest firms in its field.

Its focus is on delivering wealth management services to Canadian families and business owners via its nationwide advisor network. By coordinating guidance through this network, it supports clients in managing wealth across generations and business needs. The organization remains part of the Canadian financial services landscape and aligns with CI Financial Corp.'s global presence. In May 2026, the firm expanded its offices to the United Kingdom and Northern Europe, signaling international growth while continuing to serve its domestic client base.

CI Assante Wealth Management Global Highlights

North America
1.3K

Canada
1.2K
United States Of America
19

Asia
4

India
4

Europe
4

United Kingdom Of Great Britain And Northern Ireland
4

CI Assante Wealth Management's Leadership

J. G.
Chief Financial Officer Of Ci Investment Services Inc
Mobile Phone
Email
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
S. M.
Vice President , Sales
Mobile Phone
Email
S. E.
President
Mobile Phone
Email
S. D.
President And Chief Operating Officer
Mobile Phone
Email

CI 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 CI Assante Wealth Management

Name

Title

Contact

Location

Last Update

J. G.
Vice President, Advisor Development
Mobile Phone
Email
Canada, Ontario
Aug 28, 2026
M. J.
Associate Vice President Regional Business Development
Mobile Phone
Email
Canada, Quebec
Jul 13, 2026
R. W. M.
Vp, Investment Strategy
Mobile Phone
Email
Canada, Ontario
Jul 13, 2026
T. R.
Vice-President, Estate Planning
Mobile Phone
Email
Canada, Ontario
Jul 22, 2026
V. P.
Regional Vice-President, Wealth Planning
Mobile Phone
Email
Canada, Alberta
Jul 10, 2026
D. B.
Regional Vice President, Wealth Planning
Mobile Phone
Email
Canada
Jul 22, 2026
M. S.
Regional Vice President
Mobile Phone
Email
Aug 22, 2026
A. M.
Vice President, Learning And Development
Mobile Phone
Email
Aug 29, 2026
A. K.
Cfp Chief F C Clu Fma Tep Fcsi
Mobile Phone
Email
Dec 05, 2025
A. C.
Vp Planning And Initiatives Assante Wealth Management
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is CI Assante Wealth Management known for?

CI 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.

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

CI 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.

How many employees does CI Assante Wealth Management have currently?

CI Assante Wealth Management has approximately 1.3K employees as of August 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?

As of August 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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

CI Assante Wealth Management Employee Directory

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

Name search is limited — try advanced search instead