The Power Behind the Advice
Institutional Resources for Complex Wealth
Exceptional financial decisions require exceptional resources. Behind every client relationship, there is a national private client platform providing the expertise of investment counsellors, tax strategists, and portfolio managers.
Institutional Access & Scale
Behind every recommendation is the strength of CI Private Counsel (CIPC) providing Mick's clients with institutional investment capabilities, advanced planning expertise, and a private wealth platform managing over $12 billion in assets under management.
Clients benefit from:
Institutional portfolio construction and private market access
Coordinated tax and estate planning strategies
Advanced risk analysis and investment counsel
Expertise in liquidity events and cross-border transitions
Complex Solutions We Delivered
Ultra High Net Worth Family Transition
Ultra High Net Worth Family Transition
Ultra High Net Worth Family Transition
Restructured a $30M+ family portfolio to reduce costs and optimize generational wealth planning.
Executive Diversification Strategy
Ultra High Net Worth Family Transition
Ultra High Net Worth Family Transition
Diversified $6M in concentrated company stock into a tax-efficient income stream.
Cross Border Wealth Transition
Ultra High Net Worth Family Transition
Cross Border Wealth Transition
Relocated $3M in investments for a U.S. client moving to Canada, eliminating PFIC reporting requirements.
Trusted Expertise
We combine the scale of institutional resources with personalized, high-net-worth planning to navigate the complexity of your financial world.
Strategic wealth management backed by a team of specialists working for you.
CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a fully integrated investment firm offering investment, mutual fund, and exempt-market products and services.
Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client, a division of CI Private Counsel LP, and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.
CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.
© CI Assante Wealth Management. All Rights Reserved.
Privacy Notice | Legal Notices and Disclaimer | Accessibility|
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.