Jean-Philippe Noel, M. Sc.,
Investment Advisor
Welcome. As an Assante advisor,
my goal is to help my clients build and preserve their wealth. I specialize in
providing comprehensive, financial advice tailored to their unique needs and
goals.
Assante is one of the largest
professional services firms in wealth management, supporting over 800 advisors
who oversee $25 billion in assets for 300,000 clients and their families
nationwide. We believe that clients are better served by a comprehensive
approach to planning that incorporates all aspects of their financial lives -
risk management, estate planning, and tax planning as well as investment
management.
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.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
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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