Assante Corp.

Assante Welath Management was founded in 1995 in Winnipeg, Manitoba by Marty Weinberg and has managed the assets of several celebrities including Toronto Blue Jay Shawn Green. Marty's father was an actuary for the Great-West Lifeco. [1] It is one of the largest wealth management firms in Canada and has 830 professional advisors one of which is former NHL player Byron Briske, Tom Cruise and David Letterman.[2]

Assante Corp.
Private
IndustryInvestment Management
Headquarters
Winnipeg, Manitoba
,
Canada
Key people
Sean Etherington (President)
AUM$44 billion
WebsiteOfficial Website

History

Assante acquired Steinberg, Moorad & Dunn for $120 million in 1999. At that time, the company was managed by Leigh Steinberg. Leigh is the sports agent the lead character of the 1996 movie Jerry Maguire is based.[3]

Assante was purchased by CI Financial in 2003 for $846 Million and spun off its U.S. arm called Loring Ward International Ltd.[4][5] It also has partnered with Sierra Systems in 2002 and WealthBar in 2019.[6] [7]

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References
  1. "Canadian Encyclopedia".
  2. Winnipeg Free Press, Show him the money - $846-M! https://www.winnipegfreepress.com/historic/31385004.html
  3. Winnipeg Free Press, Show him the money - $846-M! https://www.winnipegfreepress.com/historic/31385004.html
  4. "CI Fund Management snaps up two finance companies".
  5. "The Globe and Mail".
  6. "Newswire".
  7. "OSCB Publication 2002".
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