Specialty:
“2025 Update: CI Assante Wealth Management helps individuals, families, and businesses across Canada meet their financial needs and goals. They are a team of financial advisors with over 100 years of collective experience in the financial services industry. Their clients are at the centre of their business and are supported by the exceptional investment management team and wealth planning resources available through their affiliates CI Multi-Asset Management and the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. The team consists of 4 financial advisors, including Steven Ferguson, Rémy Pattynama, Jacqueline Ozdemir and Omar Leheta. CI Assante Wealth Management is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.”
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