Heather Johns, B.A.(honours), CFP, CSA
Financial Advisor
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As your Assante advisor, my role is to help you make smarter financial decisions.
I believe that money is about more than dollar signs and percentages. It is about what it allows you to enjoy in your life. Not having to worry about money is key to a life that inspires you.
After meeting with you for the first time, getting clear on what's important to you and discussing your current objectives, we begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future.
When the process is complete, you will have clear goals and objectives. You will know how much money you need for retirement. You will have a disciplined investment strategy, and will have minimized your income tax. You will have an up-to-date estate plan. You will be saving money to finance your goals, whatever they may be. And most importantly, you will have taken steps to securing your future, and realizing your dreams.
Please contact me at your convenience to find out how we can work together to help you achieve your goals for the reasons that are important to you.
Biography
Since 2000, Heather has been helping individuals and families achieve their lifestyle goals by coordinating and managing their evolving financial needs.
Passionate about educating people regarding financial matters, Heather's ability to communicate effectively and relate well to people of all ages enables her to build strong client relationships. Heather draws on the range of specialized expertise available through Assante Wealth Management to deliver comprehensive solutions to clients. She believes people in rural areas deserve the same access to professional, high-calibre wealth management as those in larger centres.
Heather graduated from McMaster University with a Bachelor of Arts degree and holds the Certified Financial Planner Designation. Her commitment to community involvement is evidenced by her role as President of the Bancroft and District Chamber of Commerce, her involvement with her local church, and the Town of Bancroft Economic Development Committee.
Mission
At Assante, we deliver integrated wealth management solutions to create wealth and prosperity for Canadian Families.
As an Assante advisor, my role is to create, deliver and assist in implementing fun, inspiring, integrated financial strategies to enhance the wealth and prosperity of families in the Bancroft area, the GTA and elsewhere within the province of Ontario. I assist my clients in making smarter choices about money that are aligned with what is most important to them.
My service to clients is guided by the following professional principles:
To be diligent in the performance of my professional duties and to fulfill my obligations with integrity and good faith.
To know and understand your financial circumstances and to serve them well by placing your needs and interests before mine.
To protect the confidential nature of all information provided by you.
To make totally unbiased recommendations based on a careful evaluation of your present situation and expected future needs.
Assante Story
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.
Be well-advised is our promise to you.
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