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Assante Wealth Management
CI Assante Wealth Management is part of CI Financial's Canadian Wealth Management segment, operating as CI Wealth. CI Financial is a diversified global asset...
Overview
CI Assante Wealth Management is part of CI Financial's Canadian Wealth Management segment, operating as CI Wealth. CI Financial is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia.
General information
Firm type
Multi Family Office
Year founded
1965
Location
Region
North America
Country
Canada
City
Toronto
Corporate office
15 York Street 2nd Floor, Toronto, ON, Canada, M5J 0A3
Sector focus
Frequently asked questions
Who runs investment decisions at Assante Wealth Management?
Investment decisions sit within the CI Financial wealth-management division. No individual portfolio managers are named in public records.
Is Assante Wealth Management structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple Canadian client families under the CI Private Wealth brand.
Does Assante Wealth Management participate in fund commitments or only direct deals?
The firm deploys across Fund of Funds, Buyout, Early Stage, Growth, and Special Situations mandates.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any single family or industry founder.
What is Assante Wealth Management's known posture on co-investments alongside external GPs?
No specific co-investment policy or club participation is disclosed in available records.
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