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.
Company Details
Russel Wealth Planning Group – Assante Capital Management Ltd. Questions
Russel Wealth Planning Group – Assante Capital Management Ltd.'s website is https://www.assante.com/advisors/jrussel
Russel Wealth Planning Group – Assante Capital Management Ltd.'s LinkedIn profile is https://ca.linkedin.com/company/russelwealthplanninggroup
Russel Wealth Planning Group – Assante Capital Management Ltd. has
4 employees.
View email and phone details for 4
employees at Russel Wealth Planning Group – Assante Capital Management Ltd..
Russel Wealth Planning Group – Assante Capital Management Ltd.'s industry is
Financial Services
Russel Wealth Planning Group – Assante Capital Management Ltd.'s top competitors are
Signature Properties Inc.,
Stonehage Fleming,
Assante Capital Management Ltd. - Mick Jackson,
Ci Financial,
Papyrus Planning,
Newport Private Wealth,
The Rock Golf Course,
Ownr,
Globalfaces Direct,
Signature Properties, Inc.
Russel Wealth Planning Group – Assante Capital Management Ltd.'s categories are Financial Services
Russel Wealth Planning Group – Assante Capital Management Ltd.'s founding year is 1948
