The challenge: To simplify our lives

We are living in a rapidly changing world. It's a world filled with more choices, more complexity and less time to do it all - whether that means managing careers, managing families, or managing health, let alone building and managing one's wealth.

Time is scarce and there are more duties and obligations competing for that time. As a result, it's difficult to find balance in life. It's harder still to give yourself the freedom to pursue your primary interests - family, friends, career, travel, or leisure activities.

It's easy in such a busy world to become confused, even frustrated with all the juggling and decisions that have to be made - especially when it comes down to the intricacies of investment decisions.

This is a problem millions of us face every day: how can we find the time to make sure our affairs are looked after yet still focus on our own interests? The answer for many people is to find a professional they can trust to look after their financial and life management needs - a trusted advisor .

Imagine a chief financial officer managing your personal finances

As successful companies large and small employ the expertise and experience of a Chief Financial Officer (CFO) to help direct and control their financial policies, so successful investors similarly recognize the importance of having a skilled, trusted professional to guide them in the management of their personal finances and wealth.

People we work best with

• Have important financial and life goals and are financially responsible;
• Are serious about making smart decisions with their money and want to manage money intelligently and prudently;
• Seek experienced, trusted, professional coaching on an ongoing basis and consistently acts on the advice ...are coachable;
• Understand that there are no shortcuts to any place worth going;
• Have a full understanding of the "big picture" and is comfortable delegating implementation;
• Care for family, community or someone/something "bigger" than self;
• Enjoy learning and sharing experiences to the benefit of self and others;
• Have or will soon have investable assets of $100,000

CORE BELIEFS:

Managing one's financial affairs is complex and time-consuming, and too important to leave to chance. Laying out a financial roadmap ensures that financial decisions are driven by logic rather than ad hoc emotional considerations. Reaching financial and life goals, not investment "outperformance" is the appropriate measure of success. A thorough examination and treatment of risks and opportunities will result in financial security no matter what happens.

CORE PRACTICES:

1. A plan is written that addresses all aspects of relevant financial affairs from net worth, to critical financial events, investments, tax saving and estate preservation.
2. An annual scoring system monitors the plan to ensure goals are accomplished.
3. Employ a time tested, disciplined, and focused approach to investing.
4. A Wealth Organizer is assembled containing every significant document.
5. Face-to-face personal meetings quarterly until the plan is implemented.

As a financial advisor with Assante Capital Management Ltd. in Vancouver, John specializes in wealth management, investment, tax, financial and estate planning advice, service, and implementation.

With over 15 years of industry experience, John and his team provide clients with a "Personal Chief Financial Officer (CFO)" approach to help handle the complexities of investment and wealth management. The Personal CFO^TM process keeps clients' time free to focus on other important life goals.

John has attained the industry standard Professional Financial Planner designation, and is a member of The Canadian Association of Insurance and Financial Advisors. John graduated from Simon Fraser University with a Bachelor of Education.

Prior to entering the financial services field in 1988, John taught school and then built his own business focused on real estate. He enjoys the outdoors, and particularly enjoys playing tennis. He serves on the board of the Canadian Liver Foundation, and is a founding member of a group offering introductory tennis workshops for disadvantaged children.

What John most enjoys about his work is helping people, and making a difference in their lives.

My mission is to simplify and enhance the lives of my clients by serving as their primary financial advisor, overseeing their assets and lifestyle needs from the day I begin my relationship with them, through succeeding generations.

As a result of our work, you will have:

• An insight into what's important about money to you.
• A vision of the life that you most want to live
• Peace of mindthat comes from having a clear plan for your future.
• Freedom that comes from having your financial situation in hand.
• Time to pursue career, family, and life goals; in short, those activities that bring you real pleasure in your life.

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.