Assante Vancouver Centre has over $1 billion in assets under administration. It is a branch of Assante Wealth Management, which is owned by CI Financial. CI Financial Corp. is a diversified wealth management firm headquartered in Toronto, Ontario and is one of Canada’s largest investment fund companies.
Advisors of Assante Financial Management Ltd. at the Assante Vancouver Centre branch provide financial planning services through Integrated Planning Group. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
The Assante Story
When you choose an Assante 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 900 advisors who oversee $26 billion in assets for 300,000 clients and their families nationwide.
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.
To find out more about Assante Wealth Management, please visit our public website.
Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Integrated Planning Group, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Integrated Planning Group.