Client Access

Your wealth matters.

At Assante in Quebec, our mission is to provide complete wealth management solutions and assist in the process of wealth creation and prosperity for families and businesses in Quebec.

You can have peace of mind when an Assante Advisor is handling your wealth matters. We are backed by one of Canada’s largest diversified investment management firms, CI Financial Corp. Since its founding over forty years ago, CI has grown to become one of the top three firms in the industry with almost $100 billion in total fee-earning assets and with a track record as one of the best performing securities on the S&P/TSX.

Private Client Managed Portfolios

The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. Learn more.