Assante Wealth Management (Canada) Ltd.

Assante Wealth Management provides a range of financial services to Canadians. The company has a network of about 800 advisors serving approximately 300,000 clients in Canada. It provides access to financial products and services such as tax-free savings accounts, mutual funds, stocks, bonds, insurance, cash management, and discount brokerage. Established in 1995, Assante Wealth Management has more than $20 billion in assets under management. The company became a subsidiary of mutual funds powerhouse CI Financial in 2003 after spinning off its US operations to shareholders as Loring Ward International.
Contact Details
Office Address
Assante Wealth Management (Canada) Ltd.
2 Queen Street East, 19th Floor
Toronto, ON, Canada M5C3G7
Phone: (416) 348-9994
Executives
President and CEO
Steven J. Donald
SVP and CFO
Douglas J. Jamieson