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Assante Wealth Management (Canada) Ltd.


Officers and directors

Steven J. Donald
President and CEO
Robert J. (Bob) Dorrell
SVP Distribution Services
James E. (Jaime) Ross
SVP Risk Management


2 Queen St. East, 19th Fl.
Toronto, M5C 3G7
+1-416-348-9994 (Phone)

Website links

No suave and brooding thespians here. Assante Wealth Management provides a range of financial services to Canadians. The company has a network of about 800 advisors serving approximately 300,000 clients in Canada. It provides access to financial products and services such as tax-free savings accounts, mutual funds, stocks, bonds, insurance, cash management, and discount brokerage. Established in 1995, Assante Wealth Management has more than $20 billion in assets under management. The company became a subsidiary of mutual funds powerhouse CI Financial in 2003 after spinning off its US operations to shareholders as Loring Ward International.

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