# Assante Wealth Management

Assante Wealth Management is a Multi Family Office based in Toronto, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Toronto, Canada
- **Region:** North America
- **Address:** 15 York Street 2nd Floor, Toronto, ON, Canada, M5J 0A3
- **Founded:** 1965
- **Assets under management:** 91955 (Altss estimate)
- **Website:** cifinancial.com
- **LinkedIn:** https://www.linkedin.com/company/assante-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Diversified
- Energy & Utilities
- Mining

## 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.

## Related profiles

- [M&G Alternatives](https://altss.com/profile/m-g-alternatives)
- [Metal and Engineering Pension Fund](https://altss.com/profile/metal-and-engineering-pension-fund)

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Last updated: 2026-08-11T15:06:04.815Z

Canonical page: https://altss.com/profile/assante-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology