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## ASSANTE WEALTH MANAGEMENT (CANADA) LIMITED 

Assante Wealth Management is a leading provider of fully integrated wealth management solutions for affl uent Canadians. With 750 advisors across Canada, our independent advisory network is one of the largest in the country. We serve over 300,000 clients nationwide, administering $24 billion in assets (at March 31, 2013) on their behalf. 

The success of Assante is closely linked to our advisors and the strong partnership we have developed with them. Backed by a wealth of resources, including investment analysts, portfolio managers, tax lawyers, accountants, estate planning and insurance specialists and wealth planners, Assante advisors provide a comprehensive and integrated approach to wealth management. 

We also support our advisors by providing an industry-leading suite of products and solutions. This includes the United Financial brand of solutions, Evolution Private Managed Accounts and Optima Strategy, which are managed by CI Investments Inc. and are available exclusively through Assante advisors. For high net worth clients with more complex wealth planning needs, Assante offers the Private Client Managed Portfolios through the United Financial division of CI Private Counsel LP. 

Our services are offered through Assante Capital Management,  an investment dealer, and Assante Financial Management, a mutual fund dealer, which together operate under the brand name Assante Wealth Management. Stonegate Private Counsel,  a division of CI Private Counsel LP, is a group of experienced professionals who provide wealth planning and inter- generational financial services to high net worth individuals and families. 

