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Assante Wealth Management
CI Private Wealth operates as a Canada-based multi-family office. It provides financial planning, retirement planning, and wealth management.
Assante Wealth Management
CI Private Wealth operates as a Canada-based multi-family office. It provides financial planning, retirement planning, and wealth management. CI Financial acquired Dowling & Yahnke in 2021.
General information
Firm type
Multi Family Office
Year founded
1965
AUM
91955 (Altss estimate)
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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