Who We Are

We Support Each Other in Supporting You

In providing a full range of financial and wealth management services, our multi-disciplinary team of financial professionals challenge themselves to deliver outstanding client service. We want to make sure you feel listened to, understood and respected.

We have chosen our team members with great care, not only for their technical expertise and experience, but for who they are – warm, caring, ethical, and service-oriented with a sense of integrity. With our mindset of continuous improvement, we keep up with the latest developments in our field through formal and informal education. We also extend educational opportunities to our clients because we believe that an educated client makes better decisions.

Our reputation for excellence and spirit of goodwill has attracted financial professionals from various disciplines. Over time, we have built a work culture of mutual respect and trust, where expertise and experience are shared for the benefit of our clients.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

© 2022 Assante Vancouver Centre