Assante is a subsidiary of CI Financial Corp. (TSX: CIX).
Who started Assante?
Martin Weinberg
How does Assante make money?
Advisors can use 'load' funds and forego the upfront commission. Instead, they receive a higher trail fee, which is paid to the advisor based on the amount of assets they manage on your behalf. These fees, like the commissions described above, are embedded in the MER, making them feel invisible.
Is Assante Wealth Management Good?
TORONTO — Assante Wealth Management (“Assante”) announces that it has been ranked highest in overall investor satisfaction with full-service investment firms in the J.D. Power 2021 Canada Full-Service Investor Satisfaction Study, including ranking first in trust.
Does CI Investments own Assante?
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.
Who bought Assante?
CI Fund Management Inc.
Who is Assante?
Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of . Find an Assante advisor near you today: www.assante.com/findmyadvisor For legal and regulatory information, visit assante.com/legal.
Is Assante a Iiroc?
ASSANTE CAPITAL MANAGEMENT LTD. ACM is a member of the Investment Industry Regulatory Organization of Canada (“IIROC”), the national SRO which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.
What does Assante wealth Management do?
CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals.
What does a wealth management person do?
Wealth managers provide holistic financial advice to help their clients grow and protect their wealth. This advice goes beyond just providing advice on a client's investments or designing a financial plan for them. Wealth managers generally work with clients with a higher net worth than a financial planner might.