The Assante Story

When you choose a CI Assante Wealth Management advisor, you are joining a national success story.

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide.

In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.

The advantages are clear

You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth.

With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP.

Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.

To find out more about CI Assante Wealth Management, please visit our public website.

Philippe Dessureault

Planificateur Financier

Philippe travaille dans le domaine financier depuis déjà 30 ans :
• 1992 - Conseiller en assurance-vie
• 1994 - Représentant en investissements
• 2010 - Planificateur financier et dîplomé de l’Institut québécoise de planification financière (IQPF).
• 2015 – Membre de l’équipe Assante
Ce parcours se répartit sur 30 ans de service à une clientèle qui, à ce jour, demeure fidèle à Philippe, grâce à l’écoute active de celui-ci, à son respect de la confidentialité et à sa rigueur professionnelle à l’égard de la santé financière de chacun de ses clients.
Quand Philippe initie une démarche auprès d’un client potentiel, son leitmotiv est animé par une attitude de bienveillance si authentique que sa clientèle s’est multipliée au fil des ans. Il en résulte qu’aujourd’hui, Philippe est responsable d’une clientèle très variée et très nombreuse.
Ses réalisations les plus chères, outre de faire partie de l’équipe Assante, sont ses deux enfants, Justin et Valérie, son mariage avec Sophie, et sa qualité de beau-père de Thomas et Nicolas. Il sait prendre soin d’eux et en fait de même avec ses clients.