Jennifer Bellissimo,
Senior Financial Advisor
Welcome. At Assante, our mission is to deliver integrated wealth management solutions to create wealth and prosperity for Canadian families. With more than 800 advisors and 300 offices, we are one of the largest independent networks of advisors in Canada.
As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing customized wealth planning advice and developing a comprehensive strategy tailored to their unique needs and goals.
My relationship with Assante allows me to offer my clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.
Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.
I would be happy to discuss how we can work together to create a strategy that meets your needs?now and for the future. Contact me today for a confidential conversation.
Biography
As a fourth level CGA, Jennifer started her career working for a small accounting firm. She later started her own business from home, preparing personal tax returns and providing book keeping services while raising her family. As Jennifer's business began to grow, she decided to open her own office assisting small businesses in converting to computer accounting software, in addition to providing tax planning services.
Jennifer's background made the transition into the financial planning business a natural choice. A senior financial advisor with Assante Financial Management Ltd., Jennifer enjoys helping make a difference in her clients' lives. Jennifer quickly learned that her background and experience were valuable assets to her practice. Her commitment to providing clients with an integrated approach to wealth planning is demonstrated in her dedication to superior client service.
Jennifer's family is an important part of her life. She enjoys spending leisure time with her husband Vince and their children at their cottage in Muskoka, Ontario.
Mission
To deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Vision
My goal is to focus on a selected 100 families that share my excitement in focusing on the long-term when it comes to wealth accumulation. Integrating personal goals, investments, taxation and capital preservation into your financial plan, we will watch it take life during our years working together.
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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