CI Assante Wealth Management
Financial Services • 
Toronto, Ontario, Canada • 1001-2000 Employees
Company overview
| Headquarters | 15 York Street, Toronto, Ontario M5J 0A3, CA |
| Phone number | +14163489994 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Tax Planning, Succession Planning, Wealth Management, Retirement Planning, Insurance, Financial Planning, Estate Planning, Legacy Planning |
| Founded | 1995 |
| Employees | 1001-2000 |
| Socials |
Key Contacts at CI Assante Wealth Management
Maxime Trepanier
Branch Owner
Richard Urekar
Senior Financial Advisor | Branch Owner | Fellow, Institute Of Canadian Bankers|
Rob Mcclelland
Vice President | Senior Financial Advisor | Branch Owner
Jay Papernick
Branch Owner
Robert-Yves Mazerolle
Senior Financial Planning Advisor/Branch Co-Owner
Tim Riffault
Director, Finance
Ferry Ghanbari
Associate Financial Advisor- Director Client Relation And Business Development
Jamie Thomas
Owner And Certified Financial Planner
Lorenzo Calabrese
Director Of Operations
François Beaudry
Branch Owner - Gatineau
CI Assante Wealth Management Email Formats
CI Assante Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@assante.com), used 68.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@assante.com | 68.4% |
{first name}{last name} | johndoe@assante.com | 18.7% |
{last name}{last name} | doedoe@assante.com | 4.8% |
{first initial}.{last name} | j.doe@assante.com | 3.4% |
{first name}.{last name} | john.doe@assante.com | 1.2% |
About CI Assante Wealth Management
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.
CI Assante Wealth Management revenue & valuation
| Annual revenue | $20,500,000 |
| Revenue per employee | $16,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $65,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1001-2000
Seniority
Employees
Employees by Department
CI Assante Wealth Management has 689 employees across 9 departments.
Departments
Number of employees
Funding Data
CI Assante Wealth Management has never raised funding before.
CI Assante Wealth Management Tech Stack
Discover the technologies and tools that power CI Assante Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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