CI Assante Wealth Management Management Team
Contact top employees from
CI Assante Wealth Management
Summary
CI Assante Wealth Management is a private company that has been in the industry for 30 years. The company currently specializes in the Financial Services, Investment Management & Fund Operators areas. The position of the President is occupied by Steven J. Donald. Its headquarters is located at Toronto, Ontario, CA. The number of employees ranges from 100 to 250. The annual revenue of CI Assante Wealth Management varies between 5.0M and 25M. To connect with CI Assante Wealth Management employee register on SignalHire.
CI Assante Wealth Management industries
Financial Services
Headquarters Location
CI Assante Wealth Management Employees Size
500-1000 employees
Specialties
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Investments, Tax Planning, Insurance, Succession Planning, Legacy Planning
SIC Code
6282
Founded
1995
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact CI Assante Wealth Management
Organization Website
Social Links
Contact Email
service@assante.com
Phone Number
1-800-268-3200
CI Assante Wealth Management Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1855 | Public Company | 50K - 100K | 33.7B | $105M | |
| 1690 | Privately Held | 50K - 100K | 30.8B | $872.4M | |
| 1812 | Public Company | 100K - 9.9M | 70.7B | $1.2B | |
| 1869 | Public Company | 10K - 50K | 55.6B | $16B | |
| 1862 | Public Company | 50K - 100K | 33.2B | $6.6B | |
| 1865 | Public Company | 10K - 50K | 29.6B | $1B | |
| 1900 | Privately Held | 10K - 50K | 21.5B | $95M | |
| 1856 | Public Company | 10K - 50K | 26.4B | $1.2B | |
| 1859 | Public Company | 10K - 50K | 6.6B | $200M | |
| 1852 | Public Company | 100K - 9.9M | 74.7B | $0 | |
| 1870 | Public Company | 50K - 100K | 31.3B | $0 | |
| 1857 | Privately Held | 100K - 9.9M | 56.4B | $0 | |
| 1869 | Public Company | 50K - 100K | 37.9B | $0 | |
| 1998 | Public Company | 100K - 9.9M | 84.7B | $0 | |
| 1727 | Sole Proprietorship | 50K - 100K | 689.7M | $0 | |
| 1882 | Public Company | 500 - 1.0K | 95M | $0 | |
| - | - | 10000+ | - | $- | |
| - | - | 10000+ | - | $- | |
| - | - | 1000-5000 | - | $- |
CI Assante Wealth Management Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
4
Manulife Wealth
2
CI Assante Wealth Management
1
Aligned Capital Partners Inc.
1
ACE Queen's
1
Trent University
Ex-employees switched to
B
3
CI Financial
B2
CI Assante Wealth Management
B
1
iCapital
B
1
Oppizi
B
1
MAP Communications
B
1
Sportable
Number of employees by department
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
CI Assante Wealth Management
Julie Thomas
Associate Financial Advisor
Cody Gochenouer
Financial Advisor
Kathleen Waenink
Licensed Investment Associate
Gavin Caldecott
Wealth Advisor at Assante Financial Management Ltd.
Tanis Norrie
Associate Financial Advisor
Jeanette Boleantu
Senior Wealth Advisor
Carolyn Marlor
Associate to Keith Barker, CFP, PFP
Charles Etienne Demers
Conseiller en gestion de patrimoine | Wealth Management Advisor
Leslyn Tungol
Marketing Approvals Coordinator
Mike Langille BBA PFP
Financial Advisor
Paul Attwell
Facility Enhancement and Repair guy
Lorraine Gross
Administrative Associate
Jennifer Carnrite Laneuville
Investment Associate
Katrina Ocampo
Supervisor - Assante Financial Service Centre
Wanda Dutka
Executive Assistant
Chris Butchart
CFP, R.F.P.
Vytas Valaitis
Senior Financial Advisor
Gabriela Arsenault
Administrative Assistant
Russel Jarvis
Financial Planner
Sean Findlay
Business Systems Analyst
Rick Langille
Senior Financial Advisor
Irma Mattes
Financial Planner
Ali Shadrooh
Administrative/Marketing Assistant
Gurvinder Kaur
Licensed Financial Administrator
Sabine Boyd
Office Administrative Assistant
Valerie Markidis
Wealth Planning Consultant
Spencer Kaip
Client Service Assistant
Malinda Larsh
Certified Financial Planner
Yolande McKinnon
Branch Manager
