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®
Financial Planner| Insurance Advisor
Avinash Gopichand is a Financial Planner with CI Assante Wealth Management Ltd, and an Insurance Advisor with Assante Estate and Insurance Services Inc. With a clear, insightful approach, Avi helps individuals, families, and business owners make confident decisions by bringing clarity and strategy to every area of their financial lives.
Avi provides fully integrated wealth advice including investment management, tax planning, retirement strategies and estate planning. Backed by his Chartered Life Underwriter (CLU) designation, he brings advanced expertise in risk management, income protection, and tax-efficient insurance solutions that protect what matters most.
His approach is personal and proactive. Avi begins by understanding each client’s goals, lifestyle, cash flow, and long-term priorities. Once a financial plan is developed, he provides deeper protection planning — helping clients evaluate life, disability, and critical illness insurance to safeguard their income, family, and legacy.
What truly sets Avi apart is his commitment to helping clients feel supported during some of life’s most uncertain financial moments. He genuinely cares about ensuring clients can retire with confidence, reduce financial stress, and navigate the parts of life that often feel overwhelming or unclear. His goal is to provide stability, reassurance, and a clear path forward no matter what stage of life a client is in.
Life Outside the Office
Born and raised in Markham, Ontario, Avi is proud of his Guyanese heritage. Outside of work, he enjoys time with family and friends, playing sports, cheering on Toronto teams, and relaxing at his family cottage in Prince Edward County.
Credentials & Experience:
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Bachelor of Commerce (Honours), Finance
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CLU® (Chartered Life Underwriter) designation
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Insurance License for Life, Critical Illness, Disability and Group Insurance
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Financial Planner
What Avi Brings to Every Client:
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Strategic, actionable advice — delivered without jargon
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A long-term advisory partnership built on trust
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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 | Oakville | Mississauga | Brampton | Markham | Pickering | Ajax | Newmarket | Aurora | Oshawa | Vaughan| 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.