About assante

When you choose an Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has since become one of the largest Canadian professional services firms in wealth management, supporting over 850 advisors who oversee approximately $43 billion of Canadian’s family wealth under their care.

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

The Advantages Are Clear

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That’s a powerful indication of their proficiency – and the trust they have earned from their clients.

With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

Our core values of integrity, passion and professionalism drive our business. It’s through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.

To find out more about Assante Wealth Management, please visit assante.com.

Services we offer for families-in-business:
Family Office

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

  • I can live my retirement relaxing in the knowledge that I am in really good hands.

    Muriel
  • Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…

    Margaret and Alan
  • There has been a lot of education for us along the way. We have benefited from this learning, have more intelligence, and still find the process very interesting and valuable.

    Margaret and Allan
  • With the solid plan Legacy engineered for us, we were able to accomplish many significant gains, and ensured our family’s wealth was in our hands…

    Jim and Darlene
  • [They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

    Jim and Phyllis
  • We have found one of the best reasons to have a financial planner is to be able to get a sober third party opinion about major decisions, and the associated expert input on financial ones!

    Jim and Darlene
  • Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.

    Leo, Frank, Carl, and Conny
  • Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

    Colin and Catherine