
Assante: The Firm Behind Your Plan
Experienced. Trusted. Backed by Strength.
CI Assante Wealth Management has supported Canadian families and business owners since 1995. With a national network of advisors and over $69 billion in assets under administration, it’s one of Canada’s leading wealth management firms.
As part of CI Financial, Assante combines personal advice with institutional strength — helping clients manage wealth, support what matters most, and plan with purpose.

Meet Avi Gopichand, CLU®
Wealth Advisor | Insurance Advisor | Financial Planner
With a clear, insightful approach and deep knowledge, Avinash Gopichand helps guide individuals, families, and business owners towards achieving financial well-being — offering clarity, guidance, and support.
As a Wealth Advisor with Assante Capital Management Ltd. and an Insurance Advisor with Assante Estate and Insurance Services Inc., Avi delivers personalized, comprehensive planning across wealth management, insurance coverage, and estate strategies. Using advanced techniques, he helps clients reduce debt, identify and escalate client-specific concerns, build wealth, improve cash flow, optimize tax efficiency, plan for retirement and preserve their long-term impact — all designed to align with your unique goals and life priorities.
Life Outside the Office
Born and raised in Markham, Ontario, Avi is proud of his Guyanese heritage. Outside the office, you’ll find him enjoying time with family and friends, playing soccer or softball, cheering on Toronto sports teams, or relaxing at his family cottage in Prince Edward County.
Credentials & Experience:
-
Bachelor of Commerce (Honours), Finance
-
CLU® (Chartered Life Underwriter) designation
-
Life Licence Qualification Program (LLQP)
What Avi Brings to Every Client:
-
Strategic, actionable advice — delivered without jargon
-
A long-term advisory partnership built on trust
-
A calm, steady, professional presence backed by proven knowledge
Meet Our Core Team
Connect with registered professionals committed to guiding you toward your financial objectives through informed, transparent advice.
External Professionals
Wealth Planning Team
* Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
© 2025 CI Assante Private Client, a division of CI Private Counsel LP. All rights reserved.

Serving Clients Across Ontario
Wherever You Are, Personalized Support Is Within Reach
Based in the Greater Toronto Area, Avi works with clients in:
Toronto | Markham | Newmarket | Oshawa | Port Hope | Sudbury — and beyond.
Connect with Avi anytime, anywhere — all consultations are conducted by phone or secure video, providing seamless, personalized financial guidance that fits effortlessly into your busy schedule.
Let’s begin your personalized financial journey.








