Assante Capital Management Ltd. Transfer Authorization for ... 2025

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The document is a transfer authorization form for registered investments managed by Assante Capital Management Ltd. It facilitates the transfer of various types of registered accounts, including RRSPs and TFSAs, between institutions. The form requires client information, details about the receiving institution, and client authorization for the transfer, including options for cash or in-kind transfers.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is Rockefeller Capital Management a bank?

Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations.

Who owns Assante financial?

CI Financial CI Assante Wealth Management / Parent organization

What does Assante do?

We offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. We are: One of Canadas largest investment companies. Focused on operating with responsibility and integrity in all aspects of our business.

What is the Assante management fee?

Flat 0.40% Investment Management Fee No rebalancing fees. Rebalancing keeps your portfolio account on track with your investment goals. At Assante Connect, we rebalance your portfolio for free. No commissions. You will not be charged commission or fees on any trades that occur within your portfolio.

Is Assante a fiduciary?

Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 900 advisors who oversee approximately $46 billion in assets for clients and their families nationwide. In 2003, Assante was purchased by CI Financial Corp.