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Private Managed Accounts


- Your needs are unique

- You need a disciplined approach

- You want access to the best

- You know it’s what you keep that counts

- You need a solution that evolves with you

It’s about you.  Your long-term goals and how you want to achieve them are what matter the most.

Evolution Private Managed Accounts is managed by CI Investments and offered exclusively through the advisors of Assante Capital Management Ltd. and Assante Financial Management Ltd.

At Assante Wealth Management, our mission is to deliver integrated wealth management solutions for professional advisors and to support them in creating wealth and prosperity for Canadian families who entrust us with their affairs.

You can feel secure knowing that your financial needs are being looked after by an Assante Wealth Management advisor. Our core values of integrity, passion and professionalism drive our business, as we partner with you to understand your unique needs and simplify and enhance your financial well-being.

Evolution Private Managed Accounts services are managed by CI Investments Inc. (“CII”).

Evolution Private Managed Accounts Brochure

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