We are a team of Financial Professionals who follow a time-tested process that works.
Supported by a team of lawyers, accountants, and financial experts, we guide you in making the right decisions for your future.
At Jones Private Client, we take a collaborative approach in solving client issues. We love to put our brains together to come up with creative solutions for you. As you would expect, each team member has their own unique strengths to bring to the table. We believe you will benefit from our collective passion, knowledge, and experience. In short, we’ve got your covered from all angles!
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. The indicated rates of return are the historical annual compounded total returns including changes in unit/share value and reinvestment of all distributions/dividends. They do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult a professional advisor for individual financial advice based on your personal circumstances before acting. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Insurance Products and Services are provided through Assante Estate & Insurance Services.
Please visit https://www.assante.com/legal or contact Assante at 1-800-268-3200 for information with respect to important legal and regulatory disclosures relating to this notice.
Company Details
- Employees
- 7
- Address
- 20 Erb St W, Suite 1002,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jonesprivateclient.ca
- Keywords
- Financial Planning, Tax Planning, Investment Strategy, Estate Planning, Cash Flow Management, Risk Management.
- HQ
- Waterloo, Ontario
Jones Private Client - Assante Financial Management Ltd. Questions
Jones Private Client - Assante Financial Management Ltd.'s website is http://www.jonesprivateclient.ca
Jones Private Client - Assante Financial Management Ltd.'s LinkedIn profile is https://ca.linkedin.com/company/jonesprivateclient
Jones Private Client - Assante Financial Management Ltd. has
7 employees.
View email and phone details for 7
employees at Jones Private Client - Assante Financial Management Ltd..
Jones Private Client - Assante Financial Management Ltd.'s industry is
Financial Services
Jones Private Client - Assante Financial Management Ltd.'s top competitors are
Avance Capital Llc,
Ig Wealth Management,
Kensington Capital Partners Limited,
Imperial Capital Limited,
Hassan Family Office,
Waratah Capital Advisors Ltd.,
Asian Paints,
Dream,
Klass Capital,
Matbridge Investments Ltd..
Jones Private Client - Assante Financial Management Ltd.'s categories are Financial Services
