CI Assante Wealth Management Employee Directory

Q: What is CI Assante Wealth Management known for?

CI Assante Wealth Management was founded in 1995. CI Assante Wealth Management operates in the Financial Services industry.

Financial ServicesOntario, Canada1001-5000 Employees

CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company.

Find an Assante advisor near you today: www.assante.com/findmyadvisor  
For legal and regulatory information, visit assante.com/legal.

Find CI Assante Wealth Management employees' phone numbers or email addresses

CI Assante Wealth Management Global Highlights

North America
1.2K

Canada
1.2K
United States Of America
24

Europe
7

United Kingdom Of Great Britain And Northern Ireland
6
France
1

Asia
4

India
4

CI Assante Wealth Management's Leadership

R. M.
Vice President | Senior Financial Advisor | Branch Owner
Mobile Phone
Email
A. C.
Vp Planning And Initiatives Assante Wealth Management
Mobile Phone
Email
B. T.
Vp And Senior Financial Advisor At Assante Wealth Management
Mobile Phone
Email
D. C.
Vice President , Information Technology
Mobile Phone
Email
S. E.
President
Mobile Phone
Email
S. D.
President And Chief Operating Officer
Mobile Phone
Email
P. P.
Owner, President Assante Dorval
Mobile Phone
Email
D. F.
Partner / Senior Financial Advisor
Mobile Phone
Email

CI Assante Wealth Management Employee Metrics

100%

50%

0%

2026

2025

2024

Finance
Administrative
Analytics
Marketing
Accounting
Other
Business
Operations
Banking
Community & Social Services
Legal

Contact profiles from CI Assante Wealth Management

Name

Title

Contact Info

Location

Last Update

P. P.
Owner, President Assante Dorval
Mobile Phone
Email
CanadaQuebec
Jan 27, 2026
S. E.
President
Mobile Phone
Email
CanadaOntario
Jan 27, 2026
D. F.
Partner / Senior Financial Advisor
Mobile Phone
Email
CanadaSaskatchewan
Aug 11, 2025
F. B.
Branch Owner - Gatineau
Mobile Phone
Email
CanadaQuebec
Oct 23, 2025
J. T.
Owner And Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Aug 08, 2025
J. V.
Partner ; Head Of Production, Partnerships And Nonprofit Consulting
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
J. P.
Branch Owner
Mobile Phone
Email
CanadaOntario
Dec 05, 2025
R. D. U.
Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers|
Mobile Phone
Email
Canada
Oct 19, 2025
R. M.
Vice President | Senior Financial Advisor | Branch Owner
Mobile Phone
Email
CanadaOntario
Nov 14, 2025
R. M.
Senior Financial Planning Advisor/Branch Co-Owner
Mobile Phone
Email
CanadaNova Scotia
Nov 12, 2025

Frequently Asked Questions

What is CI Assante Wealth Management known for?

CI Assante Wealth Management was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-204-954-****

. Explore CI Assante Wealth Management's company overview page for more information.

What is CI Assante Wealth Management's most common email format?

CI Assante Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CI Assante Wealth Management email formats with LeadIQ.

How many employees does CI Assante Wealth Management have currently?

CI Assante Wealth Management has approximately 1.3K employees as of January 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are CI Assante Wealth Management's key employees and leadership?

As of January 2026, CI Assante Wealth Management's key employees include:

Vice President | Senior Financial Advisor | Branch Owner: R. M.
Vp Planning And Initiatives Assante Wealth Management: A. C.
Vp And Senior Financial Advisor At Assante Wealth Management: B. T.
Vice President , Information Technology: D. C.
President: S. E.

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