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.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Ahmad Salehzadeh, BBA

Wealth Advisor

Ahmad Salehzadeh is a seasoned professional in the world of asset management, boasting over three decades of invaluable experience in the financial industry. Born with an innate passion for finance and a drive for success, Salehzadeh embarked on his journey by earning a Bachelor's degree in Business Administration, with a dual major in Marketing and Finance, from Brock University. His career commenced in the mid-1990s when he ventured into the realm of finance as a Financial Advisor. Armed with his academic prowess and a thirst for knowledge, Salehzadeh quickly made his mark in the industry, demonstrating a keen understanding of market dynamics and investment strategies. As the years progressed, Salehzadeh's career trajectory soared as he transitioned into roles of increasing responsibility within various Asset Management Firms. Throughout the late 1990s and beyond, he honed his skills and expertise, navigating the complexities of the financial markets with finesse and determination. Notably, Salehzadeh's journey led him to CI Global Asset Management, where he played a pivotal role in the company's success. Holding several management positions, Salehzadeh consistently showcased his leadership prowess and strategic acumen. His tenure culminated in his appointment as the Head of Sales Operations, where he spearheaded key initiatives and propelled the firm to new heights. Driven by a desire for innovation and a vision for the future, Salehzadeh made a significant career move on April 26, 2024. Embracing a new chapter in his professional life, he embarked on the path of entrepreneurship, founding his own Financial Advisory Practice as an Independent Wealth Advisor under the practice name of LogicVest Wealth Advisors through CI Assante. With a wealth of experience and a proven track record of success, Salehzadeh is poised to redefine the landscape of wealth management. His commitment to excellence, coupled with his unwavering dedication to client satisfaction, sets him apart as a trusted advisor and a beacon of integrity in the financial industry. As Ahmad Salehzadeh continues to chart new territories and inspire others with his unwavering passion for finance, his journey serves as a testament to the power of perseverance, knowledge, and relentless ambition in achieving one's goals in the dynamic world of asset management.

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