Janine Purves CFP®, CPCA, CCS
Senior Financial Advisor
Safeguarding your family’s financial future
How Can I Help You Meet Your Financial Needs?
Big decisions to make! Do you know all options available when key financial issues arise?
You work hard! Who works to manage planning for your financial future?
You are busy! Do you have the time to monitor your investments and do it effectively?
Your situation is unique. Why not sit down with a financial advisor who understands this. I specialize in investment planning to fulfill your needs.
Janine's Bio
Janine offers 18 year's experience in the financial industry working in banking, brokerage, and financial planning environments. She also has 8 year's experience in consulting and sales to businesses. In addition to being a fully licensed advisor, her qualifications include the CFP and CPCA designations with a background in economics. Having received many service and achievement awards, she recognizes the importance of servicing client's needs first. She has appeared on CP24, York Rogers TV, and has contributed to the York Region Business Times, and Forever Young, a newspaper dealing with issues seniors face. She has also been asked to speak at many Business, Professional and Retirement Associations. In 2015 Janine was voted best Financial Planner in Richmond Hill for The Liberal Readers' Choice awards.
Most recently Janine has been awarded the Leading Women, Leading Girls award for Richmond Hill from both the Federal and Provincial governments, been a recipient of the Portraits of Giving plaque and awarded the Literacy Award for the Business Women’s Networking of York Region group, all for helping Financial literacy to flourish in York Region. In addition Janine was a Potraits of Giving Honoree and 2018 Richmond Hill Board of Trade Business Achievement Award Receipient.
A Simple Commitment to You
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A financial planning strategy to which both the client and I are committed
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Ongoing monitoring of your investments, regular account statements
and regular portfolio reviews -
Comprehensive review of your investment portfolio, insurance requirements,
estate planning needs and business investment requirements -
Simple financial decisions. By acting as your key financial advisor,
I can coordinate the activities of other experts as required saving you time -
Conservative strategic investing to meet your long-term goals and priorities
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Investment recommendations are made considering both the positive potential and outlining the risk. That way you can make an informed decision
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Fees are discussed and agreed upon in advance and fully disclosed
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Easy accessibility and prompt response to all requests
© 2020 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.