Assante Wealth Management

Founded in 1995, Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

We are one of the country’s largest wealth management firms with over 750 professional advisors located in communities throughout the country overseeing more than $28 billion of assets under administration.Assante Wealth Management is a fully owned subsidiary of CI Financial, a leading national investment company with approximately $125 billion in total assets.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning resources available through our sister-company CI Investments Inc. and Assante Private Client, a division of CI Private Counsel LP.

Be well-advised is our promise to you.

Specific investment recommendations are provided through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Davison & Orser Wealth Planning is not responsible for any service or product supplied through Assante. Please visit or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.