James McClure, RFP, CFP
Senior Financial Planner
Welcome. As a senior financial planning advisor with Assante my goal is to help my clients achieve the kind of life they want to live through the financial independence of wealth management.
I do this by developing comprehensive and personalized financial strategies tailored to their personal dreams and goals.
Behind me are the resources and expertise of Assante, one of Canada's largest independent non-bank owned financial services firms. Through Personal CFOTM services and Life Management SolutionsTM, we offer integrated and comprehensive financial planning, wealth management, investments, tax and estate services, insurance, and retirement planning.
As an Assante advisor, I believe every client deserves exceptional service. That's why I get to know my clients - their jobs, their family, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my Web site. On it you'll find important information about:
- What to look for in a financial advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
- What to expect from me - my background, expertise, and Personal CFOTM services
- What sets Assante apart from other financial services firms - our history and how we've grown rapidly across Canada by delivering wealth management solutions
Thank you for visiting my Web site. I believe every family can have a better quality of life with the help of a financial advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.
Biography
Having earned a Bachelor's degree in engineering geology and a Masters of Science degree in geophysics, Jim enjoyed a career spanning almost 20 years as a geophysicist. He explored for oil and gas in such places as Western Canada, the Canadian East Coast Offshore and in the United States, both continental and Alaska.
In 1993, he made a career switch to financial planning and has developed a planning practice focused on personalized service to individuals and their families. Initially, he completed the professional designations of Certified Financial Planner and Registered Financial Planner to be able to provide qualified professional services. After this, he completed licensing requirements as a full service investment advisor, as well as for life insurance and accident & sickness insurance. Jim is a believer in continuous education in his professional field.
Service wise, Jim provides planning for retirement, estate matters, tax minimization and severance situations. In terms of products, he provides third party access to investments (bonds, stocks, mutual funds, GICs) and insurance products available in the market place. His approach is educative and interactive and he enjoys working with clients who are knowledgeable and proactive in their financial affairs.
Mission
At Assante, our mission is to simplify and enhance the lives of our clients by providing integrated wealth management solutions that are tailored to each client's unique objectives. Our commitment is to serve as each client's Personal CFOTM. By collaborating to manage our clients' sophisticated and complex needs we help bring better balance to their lives.
Assante Story
Founded in 1995, Assante Corporation is a leading provider of integrated wealth management solutions in Canada through its network of advisors.
Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services - from investment counselling to insurance and estate planning - helping individuals manage their assets and lifestyle needs.
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