Ferguson Financial Planning | CI Assante Wealth Management

Wealth Management and Financial Advisory Servicesfergusonfinancialplanning.com

Company typePrivate
Founded1995
HeadquartersMississauga, Canada
Headcount1–10
GTM typeB2C
OfferingServices

Ferguson Financial Planning | CI Assante Wealth Management firmographics

Firmographics

Name: Ferguson Financial Planning | CI Assante Wealth Management
Legal name: CI Assante Wealth Management Ltd.
Website: https://fergusonfinancialplanning.com
Company type: Private
Founded year: 1995
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Ferguson Financial Planning | CI Assante Wealth Management industry classification

Industry

Product category: Wealth Management and Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industry: Financial Planning–Led RIAs (FSAAACAB)

Keywords

Wealth management services
Retirement planning advisory
Investment portfolio management
Estate planning services
Financial planning advisory

Where Ferguson Financial Planning | CI Assante Wealth Management is headquartered

Location

Headquarters

HQ city: Mississauga
HQ country: Canada
HQ region: North America

Offices1 record

Markets served

Ferguson Financial Planning | CI 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 Services: Comprehensive financial planning and investment advisory services provided through CI Assante Wealth Management. Revenue generated through advisory fees, likely based on assets under management (AUM) or fee-for-service planning engagements.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	Complimentary 30-Minute Discovery Consultation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Ferguson Financial Planning | CI Assante Wealth Management product offering

Product offering

Core offering

Ferguson Financial Planning delivers personalized wealth management and comprehensive financial planning services to Canadian individuals and families. Operating as a member practice of CI Assante Wealth Management, the firm integrates investment management, retirement planning, tax planning, estate planning, insurance advice, education planning, philanthropy, and business financial planning under a single advisory relationship delivered through licensed financial advisors.

Product overview

Ferguson Financial Planning, operating under CI Assante Wealth Management, is a comprehensive wealth management firm offering a unified suite of advisory services rather than a modular software platform. The core offering centers on personalized financial planning that integrates eight distinct service lines: Investment Solutions (personalized portfolio management), Retirement Planning (including CPP/OAS timing and RRSP/RRIF strategies), Tax Planning & Preparation, Estate Planning, Insurance Advice, Education Planning (RESPs), Philanthropy, and Financial Planning for Businesses. The services are delivered through advisors supported by the Assante network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants. The firm also provides Assante InvestorOnline as a client portal for account access.

Differentiator

Problem solved

Functional benefit

Products and services

Investment Solutions
Retirement Planning
Tax Planning & Preparation
Estate Planning
Insurance Advice

Quantifiable outcome

Clients receive coordinated retirement income plans optimizing CPP, OAS, and registered account withdrawals to minimize lifetime tax burden
+1 more outcomes

Companies that use Ferguson Financial Planning | CI Assante Wealth Management

Customer profile

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Ferguson Financial Planning | CI Assante Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

Ferguson Financial Planning | CI Assante Wealth Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

CI Assante Wealth ManagementcoreStrategic or Co-development PartnerOperating as a member practice of CI Assante Wealth Management Ltd. Provides regulatory protections including Canadian Investor Protection Fund (CIPF) membership and oversight by Canadian Investment Regulatory Organization (CIRO). Access to Assante network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants.

Scale indicators2 records

Expansion highlights4 records

Ferguson Financial Planning | CI Assante Wealth Management competitors and assessment

Company assessment

Direct peers

HollisWealth (iA Private Wealth): Canadian independent advisor dealer supporting financial planning practices serving HNW clients with wealth, retirement, and tax planning services — directly analogous dealer-affiliation model.
MD Financial Management: Canadian wealth and financial planning firm serving professionals and high-net-worth households with integrated investment, retirement, tax, and estate planning — comparable HNW advisor-led model.
Credential Financial Strategies: Canadian financial planning dealer network supporting independent advisors who deliver comprehensive wealth management to individuals and businesses, mirroring the Assante member-practice structure.
CI Assante Wealth Management (other member practices): Other independent financial advisory practices operating under the same CI Assante Wealth Management dealer network with the same business model, compliance regime, and product shelf; the most directly comparable peer set.
Edward Jones Canada: Branch-based financial advisor model targeting Canadian retail and HNW clients with comprehensive planning and investment solutions, operating on a similar relationship-driven, fee-based advisory approach.

Broad incumbents

RBC Wealth Management: Wealth and asset management division of Royal Bank of Canada offering advisor-led financial planning, investment management, and estate services to affluent and HNW Canadians — broad incumbent with similar target segments.
IG Wealth Management: Large Canadian wealth management franchise of IGM Financial offering comprehensive financial planning across a national advisor network; overlaps in HNW retirement and investment planning at greater scale and broader product breadth.
Manulife Wealth: Wealth management arm of Manulife Financial providing advisor-led financial planning, investment solutions, and insurance to Canadian HNW clients — overlapping service lines with much larger institutional footprint.

Emerging players

Wealthsimple: Canadian digital wealth management platform offering automated and advisor-supported investing at lower fees; targets the same mass-affluent to HNW Canadian cohort and represents the primary fee-disruption risk to traditional advisor practices.
Questwealth Partners: Canadian hybrid digital and advisor-led wealth management service from Questrade offering managed portfolios and financial planning at discounted fees; competes for the same Canadian HNW retirement-planning client.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Ferguson Financial Planning | CI Assante Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ferguson Financial Planning | CI Assante Wealth Management leadership team

Management profile

Number of profiles

Profiles3 records

Ferguson Financial Planning | CI Assante Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Ferguson Financial Planning | CI Assante Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ferguson Financial Planning | CI Assante Wealth Management

What does Ferguson Financial Planning | CI Assante Wealth Management do?

Is Ferguson Financial Planning | CI Assante Wealth Management a public or private company?

Ferguson Financial Planning | CI Assante Wealth Management is a private company. It is classified as corporate owned and is currently operating.

When was Ferguson Financial Planning | CI Assante Wealth Management founded?

Ferguson Financial Planning | CI Assante Wealth Management was founded in 1995. It employs 1 to 10 people.

Where is Ferguson Financial Planning | CI Assante Wealth Management based?

Ferguson Financial Planning | CI Assante Wealth Management is headquartered in Mississauga, Canada, in the North America region.

How does Ferguson Financial Planning | CI Assante Wealth Management make money?

One revenue line is on record: wealth Management Advisory Services.

Who are Ferguson Financial Planning | CI Assante Wealth Management's main competitors?

Direct peers on record are HollisWealth (iA Private Wealth), MD Financial Management, Credential Financial Strategies, CI Assante Wealth Management (other member practices) and Edward Jones Canada. Broad incumbents are RBC Wealth Management, IG Wealth Management and Manulife Wealth. Emerging players are Wealthsimple and Questwealth Partners.

Does Ferguson Financial Planning | CI Assante Wealth Management have an API?

No public API is recorded for Ferguson Financial Planning | CI Assante Wealth Management.

What industry is Ferguson Financial Planning | CI Assante Wealth Management in?

Ferguson Financial Planning | CI Assante Wealth Management's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.