Company Summary

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 750 professional advisors, located in communities throughout the country, oversee approximately $34 billion of assets for more than 300,000 clients. We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management. Be well-advised is our promise to you.

Source: Assante Wealth Management

Unique Value Proposition

Like the Rubik’s Cube, your financial matters can’t be solved one piece at a time. It requires synchronizing all of the elements of your wealth – investments, tax, retirement savings, estate and insurance. Through a complete approach to managing your wealth, your Assante advisor can help you solve the puzzle to financial success.

Source: Assante Wealth Management

AUM ($Bil)


Year Founded


Key Personnel

Steve Donald, FCPA, FCA, President
Jaime Ross, BA, LL.B, Senior Vice-President, Wealth and Estate Planning
Bob Dorrell, CIM, FCSI, Senior Vice-President, Distribution Sales & Service
Sean Etherington, CIM, Senior Vice-President, Sales and Wealth Services


2 Queen Street East, 19th Floor
Toronto, ON, M5C 3G7

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