The Team

Janine Purves, CFP, CPCA, CCS

 

 

Janine Purves, CFP®, CPCA, CCS helps families, executives & entrepreneurs achieve the financial future they desire.  Janine’s passion for helping others is obvious by her strong connection with her clients, and resulted in her being voted “Best Financial Planner” in Richmond Hill (2015),  and most recently a recipient of the Richmond Hill Board of Trade Professional Services Award. Her expertise has led her to being a guest speaker in numerous conferences, featured on 105.9 The Region, and CBC radio, as well at CP24, and in The Globe & Mail and Toronto Star.

Janine doesn't stop contributing when she leaves the office.  Her commitment to enhancing the community includes working with: RH Board of Trade,  Seneca College, The Aphasia Institute, Co-Chairing The Joy of Aging, a fundraiser for Mackenzie Health Foundation, supporting the arts through RHCPA, McMichael Gallery, mental health at High Notes Gala.  She has been recognized for her contributions to the community with awards for Leading Women, Leading Girls from both the Federal and Provincial governments; she’s received the Literacy Award from the BWNYR, and was a 2017 Portraits of Giving honoree for Richmond Hill. 

For fun, she enjoys water sports, and long walks up north, where she tries to relax at the family cottage.  Having recently taken on a renovation up north, she is rapidly becoming an expert in managing renovation stress, and is happy to share some tips if needed!

Janice Smith,B.A. ( Honours)

Janice has been an integral part of the team just celebrating her 20 year anniversary. She graduated at the University of Toronto with an Honours BA.  Upon successfully completing her Canadian Securities Course (CSC) and Conducts and Practices Handbook Course (CPH), she joined Janine Purves in 1999.

As a key point of contact for clients, she makes sure all our compliance, and administrative requirements are met, so we can focus on assisting with planning, and getting your money invested for the future!   

Janice is responsible for all administrative functions and completing all back-office processes.  Janice is also actively involved in assisting Janine Purves with financial & cashflow planning needs.  Her friendly & professional demeanor and highly organized nature mean customer service as a priority.  Need a quick update, have a question about your paperwork, need to update your address or beneficiary, Janice is the one to call.

Janice enjoys reading, when she can find the time as her 3 active kids keep her running!  In fact, her focus on fitness is a requirement so she can keep up with the hockey, soccer and gymnastics competitions.  Taking time to enjoy the great outdoors is one more priority to help appreciate family time!

Andrek Satkunarajah, B.Comm

 

 Driven and passionate, Andrek Satkunarajah is a dedicated associate always eager to help provide any details our clients need.  As a Ryerson University graduate, with a specialization in Finance and a minor in Law, Andrek has continued his interest in the financial industry by  becoming both insurance & securities licensed. He is continuing to build his expertise by completing more courses at this time.  He joined our team in 2013 and has been a critcal part to making things happen.  That event you attended; the fundraiser you supported; the newsletter you just read; none of this would have happened without Andrek's diligence and expertise.  His goal is to provide a great experience for the client which he does by assisting in meeting preparation, insurance support, product analysis, marketing campaigns, coordinating client events and executing exceptional customer care.

After hours, Andrek is the Treasurer at the Richmond Hill Toastmaster Club.  His role as ‘Joy of Aging’ Event coordinator for the last 5 events has helped raise almost $350,000 for Mackenzie Health Foundation. He enjoys going to the gym, listening to podcasts, watching movies and playing sports under the sun.  As a newlywed in 2018, we've had to remind him to leave a little earlier lately, so he can attend to his new bride!

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Sascha Isaacs, CFA, CFP

Investment Counsellor

As an Investment Counsellor, Sascha Isaacs provides portfolio management services and her experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. She brings over 10 years of diverse financial services experience to her role at Assante Private Client. Prior to joining our team in 2012 Sascha held various positions with Assante Wealth Management. In 2005, she became a member of the Business Development team in Central and Eastern Ontario. Three years later, she moved to the Portfolio Operations group, working closely with CI’s internal portfolio managers, managing currency hedges and trading currency forwards. Sascha is a CFA® (Chartered Financial Analyst) charterholder with a Bachelor of Business Administration degree from the University of Toronto. * 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 Assante Private Client, a division of CI Private Counsel LP.

Camille Jordaan, B.A. (Honors), J.D./LL.B.

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Camille Jordaan works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Camille has a particular focus on tax and estate planning strategies for business owners, professionals and other affluent individuals and families. Camille joined Assante Private Client in 2015 after holding a senior tax associate position in the Toronto office of the national law firm Borden Ladner Gervais LLP (BLG). At BLG, she worked in the tax and wealth management groups providing tax planning, compliance and dispute resolution advice to high net worth clients. Camille also has experience advising both individual and institutional clients on the tax aspects of investment and asset management, M&A, reorganizations and executive compensation, as well as tax-exempt status and commodity taxes. Camille is a lawyer holding both Canadian and U.S. law degrees with a Bachelor of Laws (LL.B.) from the University of Ottawa and a Juris Doctor (J.D.) from the Michigan State University College of Law. She is a member of the Law Society of Upper Canada, Canadian Tax Foundation, International Fiscal Association, Ontario Bar Association, Canadian Bar Association, and a student member of the Society of Trust and Estate Practitioners (STEP). Camille has completed the CICA/CPA In-Depth Tax Course and the Canadian Bar Association Tax Law for Lawyers 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 Assante Private Client, a division of CI Private Counsel LP.

Jonathan McMurrich, CPA, CA, CFP, MAcc, BAFM

Regional Wealth Planner

As a Regional Wealth Planner, Jonathan McMurrich facilitates the delivery of wealth planning reports. Using a needs-based approach, Jonathan works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Jonathan delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Jonathan became part of Assante Private Client in 2015. Prior to this he was an Associate with Fuller Landau Family Office Services Inc. As an Associate, Jonathan worked with a team of professionals to provide affluent families with investment advice, tax planning and compliance, accounting services, and other professional solutions required to manage the financial affairs of high net-worth families. Jonathan also worked as a Senior Associate in the assurance group at Fuller Landau LLP, a mid-sized accounting firm, where he led team members through various sized audit and review engagements, working closing with owner-managers. Before completing his CA, Jonathan held positions with RBC Capital Markets and the Woodbridge Company Limited, one of Canada’s largest single-family offices. Jonathan is a Chartered Professional Accountant (CPA, CA) with a Masters in Accounting and Bachelor of Accounting and Financial Management from the University of Waterloo. He is a member of the Chartered Professional Accountants of Ontario. * 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 Assante Private Client, a division of CI Private Counsel LP.

Salman Khan, MTax, CPA, CA

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Salman works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Salman has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Salman joined Assante Private Client in 2017 after working as a senior tax manager at Crowe Soberman LLP. He was part of the Crowe Soberman’s tax team providing tax planning and compliance services to high net worth individuals, owner-managed businesses, multinational manufacturers and construction and investment companies. Salman has experience advising clients on matters relating to estate and succession planning, performing tax due-diligences with respect to acquisitions of potential targets as well as tax implications resulting from cross border transactions. His overall professional experience in wealth planning exceeds 10 years. Salman is a Chartered Professional Accountant (CPA, CA) and holds a Master of Taxation (MTax) degree from University of Waterloo. He is a member of the Chartered Professional Accountants Association of Ontario (CPA) and the Canadian Tax Foundation. In addition, he has completed the CICA’s In-Depth Tax Courses in International Taxation and the Owner-managed Business.