Russel Wealth Planning Group – Assante Capital Management Ltd.
Financial Services
Ca
4 employees
- Employees
- 4
Russel Wealth Planning Group – Assante Capital Management Ltd. Overview
- Headquarters
- Ca
- Website
- www.assante.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 1948
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Russel Wealth Planning Group – Assante Capital Management Ltd.
In 2007, Jan made the decision to join Assante Wealth Management, an independent wealth management firm to be able to provide independent wealth management and financial planning advice to his clients. As the practice continued to grow Jan was joined by Evan Clarke, a Financial Planning Advisor, who holds the CERTIFIED FINANCIAL PLANNING® and Charted Investment Manager designations. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Please visit www.assante.com/legal for important legal and regulatory disclosures.
Russel Wealth Planning Group – Assante Capital Management Ltd. Contact Details
- People in AeroLeads
- 4
Russel Wealth Planning Group – Assante Capital Management Ltd. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Awrey | Client Associate for Russel Wealth Planning Group - Ci Assante Capital Management | Toronto, Ontario, Canada |
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| Evan R. A. Clarke | Cfp Cim Chs Cea Ccs Cdaa Helping Families & Business Owners Simplify Complex Financial Matters and Build a Plan That Lets Them Live Life Confidently. |
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| Christina Guo | Aspiring Business Student @ Agincourt Collegiate Institute - Specialist High Skills Major L Secretary & Chief of Staff @ Brampton Fblc, Jec & Ta | Scarborough, Ontario, Canada |
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| Arwais L Bozo | Trader at Russel Wealth Planning Group – Assante Capital Management Ltd. |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
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