James Schofield, BA, CFP
Assistant Branch Manager, Senior Financial Planning Advisor
Welcome. As an Assante advisor my goal is to help my clients achieve financial independence and the kind of life they want to live.
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 professional wealth management firms. As your Personal CFOTM I 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 an advisor and how Assante's unique combination of personalized service, expertise and choice is hard to beat
- What to expect from me as your Personal CFOTM - my background and expertise
- 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 an Assante advisor. Please contact me at your convenience to find out how I can help you achieve your dreams.
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.
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 housed at our sister-company, United Financial Corporation. We are a
principal distributor of United Financial's customized, cutting-edge, solutions.
Be well-advised is our promise to you.
...more
|
