Jones Private Client - Assante Financial Management Ltd.
Company

Jones Private Client - Assante Financial Management Ltd.

Financial Services Ca 7 employees
Employees
7
Contacts
1
Emails
1

Jones Private Client - Assante Financial Management Ltd. Overview

Headquarters
Ca
Industry
Financial Services
Employees
7
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Jones Private Client - Assante Financial Management Ltd.

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.

Jones Private Client - Assante Financial Management Ltd. Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Jones Private Client - Assante Financial Management Ltd. Org Chart

Sample employees and titles
Name Title Contact
Jason Ricard, Qafp™ Financial Planning Advisor at Assante
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Conor D. Wealth Advisor of Assante Financial
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Ana Ferreira
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Marcel Godbout Director, Tax Planning at Assante
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile

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