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Assante Quebec
Be well-advised is our promise to you. | Notre mission est de fournir des solutions de gestion de patrimoine complètes à nos clients pour les aider dans...
Assante Quebec
Be well-advised is our promise to you. | Notre mission est de fournir des solutions de gestion de patrimoine complètes à nos clients pour les aider dans la création de richesse et de prospérité. Vous pouvez avoir l'esprit tranquille, sachant qu'un conseiller Assante s'occupe de vos besoins financiers. Notre intervention repose sur nos valeurs fondamentales : intégrité, passion et professionnalisme.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Montreal, Quebec, Canada
Sector focus
Frequently asked questions
What is the relationship between Assante Quebec and CI Financial?
Assante Quebec operates as the provincial division of Assante Wealth Management, which is a majority-owned subsidiary of CI Financial — a Toronto-listed global wealth and asset management firm. CI completed its acquisition of Assante in 2003 and provides the centralized investment management, compliance infrastructure, and product shelf that Assante Quebec's independent advisors offer to clients across French-speaking Canada.
Does Assante Quebec provide access to private markets, or is it predominantly a retail advisory?
Through CI Financial's alternatives platform, which oversees more than C$25 billion in real assets, private equity, private credit, and infrastructure strategies, Assante Quebec advisors can allocate qualified client capital to private markets alongside traditional managed portfolios. The firm distributes CI's private real estate pooled funds, liquid alternatives mandates, and credit strategies that would typically be restricted to institutional investors.
How is the Quebec division regulated?
Assante Quebec's advisory and dealing activities fall under the regulatory supervision of the Autorité des marchés financiers, Quebec's provincial financial regulator. The platform operates through CI Investment Services and Assante Financial Management, both regulated entities, and individual advisors are subject to provincial proficiency and conduct standards.
Who owns Assante Quebec following the Mubadala deal?
In April 2024, CI Financial announced a definitive agreement to be acquired by Mubadala Capital, the asset management arm of Abu Dhabi's sovereign wealth fund, in a take-private transaction valued at roughly C$12.1 billion including debt (per Reuters, April 2024). Once the deal closes, Assante Quebec will ultimately be controlled by Mubadala Capital, placing the Canadian wealth advisory network under sovereign wealth ownership.
Can Assante Quebec advisors provide services in both English and French?
Yes. The Quebec division is structured specifically to serve the province's francophone majority alongside its English-speaking population, with a bilingual advisor network spanning Montreal, Quebec City, and regional markets. This linguistic capability is a core distinguishing feature from national competitors that often operate predominantly in English within Quebec.
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