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James E. Ross, BA, LL.B

Senior Vice-President, Wealth and Estate Planning

James (Jaime) Ross is Senior Vice-President, Wealth and Estate Planning at Assante Wealth Management. Through our team of professionals, Jaime is responsible for overseeing the successful delivery of wealth planning and strategic advice to our clients.

Over the past decade, Jaime has held senior leadership roles and been instrumental in the growth of wealth and investment management firms.

As Vice-President, Services and Corporate Secretary at Synergy Asset Management, Jaime played a key role in one of Canada’s most innovative mutual fund companies, from its inception in 1998 to October 2003 when the firm was acquired by CI Financial. After the acquisition, Jaime assumed the position of Senior Vice-President, Risk Management for Assante Wealth Management, overseeing compliance and learning functions across the organization and its affiliate, United Financial Corporation.

Jaime began his career as legal counsel at the Ontario Securities Commission and, over the course of seven years, gained experience in Capital Markets, the Office of the General Counsel and Market Operations – Investment Funds.

Jaime was admitted to the Law Society of Upper Canada in 1990, after receiving his LLB from Dalhousie University and a bachelor of arts from the University of Western Ontario (Huron College).

In addition to being Senior Vice-President, Wealth and Estate Planning, Jaime also holds the position of President at Stonegate Private Counsel LP, a division of CI Private Counsel LP, and an affiliated organization as part of the CI Financial group of companies. Stonegate is a partnership of experienced professionals who provide a unique wealth advisory experience for some of Canada’s wealthiest individuals and families.