Assante Wealth Management
CI Assante Wealth Management is a Toronto-based Canadian wealth management firm founded in 1995, managing $69 billion CAD through 590+ advisor teams. As a subsidiary of CI Financial Corp, it delivers fee-based investment, tax, estate, retirement, and insurance planning to Canadian families, professionals, and business owners.
- Company typePrivate
- Founded1995
- HeadquartersToronto, Canada
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What Assante Wealth Management does
CI Assante Wealth Management Ltd., operating as Assante Wealth Management, is a Canadian wealth management firm founded in 1995 and headquartered in Toronto, Ontario. It operates as the retail/advisor-led wealth management subsidiary of CI Financial Corp, one of Canada's largest investment companies (founded 1965, TSX: CIX). The firm manages approximately $69 billion CAD of Canadian wealth through a network of 590+ wealth management advisor teams distributed across Canada, delivering personalized financial planning and advisory services spanning investment management, risk management and insurance, tax planning, estate planning, retirement planning, and charitable giving. Its primary customer segments are Canadian families, professionals (doctors, lawyers, executives), and business owners seeking comprehensive wealth management across life milestones.
The company's technology stack is not proprietary; instead, Assante leverages its parent CI Financial's institutional platform for core operations and has recently integrated third-party AI-powered tools through strategic partnerships. In March 2025, CI Wealth (the parent division) partnered with Conquest Planning Inc. to deploy the Strategic Advice Manager platform, which uses AI to generate and update personalized financial plans in real time. This was followed by an integration with Focal AI in April 2026, whose Client Fact Fill capability auto-populates 400+ data fields across financial planning software and CRMs (Salesforce, Microsoft Dynamics 365, Zoho), reportedly saving advisors up to 50 hours per month.
Assante operates on a fee-based advisory revenue model, generating recurring revenue through advisory fees charged by its network of advisors on assets under management and planning services. The company is regulated by CIRO (Canadian Investment Regulatory Organization) and is a member of the Canadian Investor Protection Fund (CIPF). Distribution is direct-to-client via its Advisor Locator tool and a content marketing program covering retirement, ESG, and crypto investment topics; advisors then deliver services personally to clients. The firm remains privately held as a subsidiary of CI Financial, with no standalone revenue publicly disclosed.
Assante Wealth Management firmographics
Firmographics- Name
- Assante Wealth Management
- Legal name
- CI Assante Wealth Management Ltd.
- Website
- https://assante.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- CI Assante Wealth Management is a Toronto-based Canadian wealth management firm founded in 1995, managing $69 billion CAD through 590+ advisor teams. As a subsidiary of CI Financial Corp, it delivers fee-based investment, tax, estate, retirement, and insurance planning to Canadian families, professionals, and business owners.
- Ownership category
- akta.pro rank
Assante Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Assante Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Assante Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Assante Wealth Management generates revenue through advisory fees charged for financial planning and wealth management services. Advisors provide personalized strategies covering investment services, risk management and insurance, tax planning, estate planning, retirement planning, and charitable giving. The company is regulated by CIRO (Canadian Investment Regulatory Organization) and is a member of the Canadian Investor Protection Fund (CIPF), indicating a fee-based advisory model typical of Canadian wealth management firms.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Assante Wealth Management product offering
Product offeringCore offering
Assante Wealth Management delivers personalized wealth management services to Canadian families, professionals, and business owners through a network of 590+ advisor teams. Advisors design, implement, and continually monitor strategies spanning investment services, risk management and insurance, tax planning, estate planning, retirement planning, and charitable giving. The firm manages approximately $69 billion of Canadian wealth and operates as a regulated dealer under CIRO.
Product overview
CI Assante Wealth Management offers a unified wealth management service providing comprehensive financial planning across six core areas: investment services and strategies, risk management and insurance, tax planning, estate planning, retirement planning, and charitable giving. Advisors deliver personalized wealth management strategies to help Canadian families, professionals, and business owners meet their financial milestones. Through a strategic partnership with Conquest Planning Inc., advisors also gain access to AI-powered financial planning technology via the Strategic Advice Manager platform, enabling real-time creation and updating of personalized client financial plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Services and Strategies Personalized investment plans designed based on client goals and needs, built with best-in-class investments and continually monitored to keep clients on track toward their desired financial future.
- Risk Management and Insurance Personalized programs that strengthen and safeguard family financial security through comprehensive risk assessment and insurance planning, delivered through an Assante advisor.
- Tax Planning Strategic tax planning services that deploy tactics to minimize tax burden across all elements of a client's complete wealth plan.
- Estate Planning Services enabling clients to determine asset distribution and ensure a smooth wealth transition to beneficiaries.
- Retirement Planning Retirement plans that capitalize on current opportunities and are sustainable over the long term.
- Charitable Giving Incorporation of philanthropic goals into wealth planning to ensure wealth and values leave a lasting impact.
Companies that use Assante Wealth Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Assante Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Assante Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Conquest Planning Inc.coreConquest Planning Inc. announced a strategic partnership with CI Wealth (the Canadian wealth management division of CI Financial, parent of Assante Wealth Management) to provide AI-powered financial planning software to advisors. Advisors at CI Assante Wealth Management, CI Private Wealth, and Aligned Capital Partners will gain access to Conquest's Strategic Advice Manager platform, which uses artificial intelligence to create and update personalized financial plans for clients in real time. CI Wealth plans to gradually expand the platform across its network, enabling hundreds of advisors across Canada to deliver more personalized guidance to clients.
Scale indicators4 records
Recent moves5 records
Expansion highlights3 records
Assante Wealth Management competitors and assessment
Company assessmentDirect peers
- IG Wealth Management: Canadian retail wealth management firm with a large advisor network and comprehensive financial planning offerings. Directly comparable to Assante in target segments (Canadian families, professionals, business owners) and product breadth (investments, insurance, retirement, estate).
- Edward Jones Canada: Branch-based Canadian advisor network offering full-service wealth planning. Closely comparable business model (local advisor offices, fee-based comprehensive planning) competing for the same mass-affluent and affluent Canadian segments.
- Raymond James Canada: Canadian wealth management dealer supporting independent advisors with comprehensive planning tools. Directly competes for advisor teams and end-client wealth-management mandates in the Canadian retail market.
Broad incumbents
- CI Private Wealth: Sibling brand under CI Financial's CI Wealth division serving higher-net-worth clients. Same parent and shared technology partnerships (Conquest, Focal AI), making it a direct internal substitute for Assante at the upper end of the wealth spectrum.
- RBC Wealth Management: Bank-affiliated wealth management arm of Royal Bank of Canada offering full-service advisory across Canadian retail and HNW segments. Comparable comprehensive offering, with bank balance-sheet and credit capabilities Assante does not have.
- TD Wealth: Wealth management division of TD Bank with advisor-based financial planning and estate services. Comparable in target client and service breadth, with deeper bank-deposit cross-sell and broader digital infrastructure.
- BMO Wealth Management: Wealth arm of Bank of Montreal providing investment advisory, retirement, and estate planning to Canadian retail and business-owner clients. Overlaps with Assante on the business-owner segment and tax/estate planning offerings.
- Manulife Wealth: Insurance-anchored Canadian wealth manager combining insurance, investments, and group retirement. Comparable integrated wealth-plus-insurance positioning and comparable distribution through advisor networks.
- Fidelity Canada: Canadian arm of Fidelity Investments offering advisor-served and self-directed wealth platforms. Overlaps with Assante on investment product access and target affluent Canadian households, with a stronger self-directed/digital channel.
Emerging players
- Wealthsimple: Canadian digital wealth platform offering robo-advisory, self-directed investing, and tax/retirement tools. Competes for the same end-client wealth dollars but via a low-fee digital model, representing the primary fee-compression threat to Assante.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Assante Wealth Management social profiles
Digital presenceAssante Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Assante Wealth Management leadership team
Management profileNumber of profiles
Assante Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Assante Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Assante Wealth Management
What does Assante Wealth Management do?
Assante Wealth Management delivers personalized wealth management services to Canadian families, professionals, and business owners through a network of 590+ advisor teams. Advisors design, implement, and continually monitor strategies spanning investment services, risk management and insurance, tax planning, estate planning, retirement planning, and charitable giving. The firm manages approximately $69 billion of Canadian wealth and operates as a regulated dealer under CIRO.
Is Assante Wealth Management a public or private company?
Assante Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was Assante Wealth Management founded?
Assante Wealth Management was founded in 1995. It employs 501 to 1,000 people.
Where is Assante Wealth Management based?
Assante Wealth Management is headquartered in Toronto, Canada, in the North America region.
How does Assante Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Assante Wealth Management's main competitors?
Direct peers on record are IG Wealth Management, Edward Jones Canada and Raymond James Canada. Broad incumbents are CI Private Wealth, RBC Wealth Management, TD Wealth, BMO Wealth Management, Manulife Wealth and Fidelity Canada. Wealthsimple is listed as an emerging player.
Does Assante Wealth Management have an API?
No public API is recorded for Assante Wealth Management.
What industry is Assante Wealth Management in?
Assante Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.