KW
Katie Walewski
Assante Wealth Management at Ci Assante Wealth Management
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Work Experience
Assante Wealth Management
May 2016 - Present · 8 years and 7 months
Research Assistant
Sep 2015 - Present · 9 years and 3 months
Event Coordinator
May 2014 - May 2015 · 1 years
Company Details
CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company. Find an Assante advisor near you today: www.assante.com/findmyadvisor For legal and regulatory information, visit assante.com/legal.
Year Founded
1995
Social Media
Linkedin
Industry
Financial Services
HQ Location
15 York Street Toronto, Ontario M5J 0A3, CA
Keywords
Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningInvestmentsTax PlanningInsuranceSuccession Planningand Legacy Planning
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