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 independent non-bank owned financial services firms. As your Personal CFO^TM 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 CFO^TM - 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.

Jerold is a Senior Financial Planner, CFP, having received the Certified Financial Planner designation in 1989. Jerry achieved his Bachelor of Commerce from the University of Calgary in 1973. After working in both the public and private sectors, including time spent assisting small businesses with accounting and tax issues he embraced the financial field. Jerry has over 20 years of background experience in financial planning, accounting, banking, and tax preparation. He provides personal financial and tax planning services to our clients and specializes in the Financial Planning areas of tax planning, cash flow management, investments analysis and risk management.

Jerry has further accreditation that complements his extensive experience in the above mentioned areas, including having achieved Level 2 licensing in the Risk Management area of Financial Planning as well as his designated Representative Manager of an Agency. Jerry is also the Branch Manager of our office. Jerry served on Assante's National Avisory Council for the 2001/2002 year.

One of Jerry's main objectives is to build a long term client relationship with you by providing top quality service through careful attention to detail and through an understanding of your individual needs. Another of his key objectives is to develop financial and tax planning strategies which, when implemented, result in saving income tax dollars and maximizing household cash flow.

Jerry views personal financial planning as the process of fine tuning a person's resources, based upon one's short, medium and long term goals and objectives. Important to the success of the financial planning process is the implementation, monitoring and periodic review of your financial plan and portfolio to ensure that you are on track to meet your financial goals. Careful consideration is given to maximizing the benefits of your resources within your portfolio at the same time that your portfolio, as requested, is firmly based upon staying within your "Comfort Zone".

We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.

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.