Assante Corporation

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Founded in 1995, Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

B2B Trust, a subsidiary of Laurentian Bank, is a leading supplier of RRSP loans and offers clients a full range of RRSP loan products tailored to suit their needs.

Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc.

Our advisors can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds. Our broad product shelf includes funds from all the major investment fund companies across the country, including exclusive access to the United Financial brand of solutions available through our sister company CI Investments Inc. Learn more about United Financial solutions , including price and performance information, and how they combine investment expertise with wealth planning.

Assante has an obligation to review all client complaints. Upon receipt of a complaint, our firm first determines the nature of the complaint. Once determined, we review the details with those persons party to the event/transaction that gave rise to the complaint. Where necessary, our review may include additional contact with the individual(s) who initiated the complaint.

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