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How to use or fill out Assante Capital Management Ltd. Transfer Authorization for Registered Investments

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the CLIENT INFORMATION section. Select your title (Mr., Mrs., Miss, Ms., or Dr.) and enter your birthdate, last name, first name, street address, city/town, social insurance number, province, and postal code.
In the RECEIVING INSTITUTION INFORMATION section, confirm that the institution is Assante Capital Management Ltd. Fill in the representative’s name and your Assante account number. Choose the registered plan type from the options provided.
Complete the CLIENT DIRECTION TO RELINQUISHING INSTITUTION section by providing details about your relinquishing institution and selecting your transfer preference (cash or in-kind).
In the CLIENT AUTHORIZATION section, sign and date the form. If applicable, include information for an irrevocable beneficiary.

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What is considered a Private Client?

Assante provides high-net-worth individuals, families and business owners with exclusive access to comprehensive wealth planning and custom-built portfolios through CI Assante Private Client.

What is Assante private client?

Assante Private Client, a division of CI Private Counsel LP, is a wealth management firm serving high net worth individuals, families and business owners across Canada.

What does Assante do?

With J.P. Morgan Personal Advisors, youll have access to a team of advisors and youll be matched to expert-built portfolios designed to help you meet your goals. J.P. Morgan Private Client Advisor allows you to work one-on-one with an advisor in your local community to build a custom investment strategy.

Who owns CI Assante wealth management?

CI Financial CI Assante Wealth Management / Parent organization

What is the difference between JP Morgan personal advisors and Private Client advisors?

Our goal is to provide simple and accessible digital investment solutions to our clients. Assante Connect is an online investing platform that pairs seasoned portfolio managers with digital advice services.

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