Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Jane Shanks works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support* that complements their wealth plans. Jane has a particular focus on estate and trust planning for business owners, professionals, and other affluent individuals and families.
Jane has a Bachelor of Law Degree and a Bachelor of Arts Degree from the University of Windsor. She is a member of the Law Society of Upper Canada and The Society of Trust and Estate Practitioners. Since being called to the Bar in 1981, Jane has worked in private client and wealth management services, specializing in estate and trust planning and administration. Prior to joining United Financial, Jane was Vice-President, Prairie Region with a major trust company, where she managed the operation and delivery of Estate, Trust and Agency Services throughout the Prairie provinces. Jane has been a seminar instructor in Wills and Estates at the Law Society of Upper Canada Bar Admission Course.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.