Due to coronavirus pandemic, our upcoming seminar, Navigating the Retirement Roadmap has been postponed until further notice to safeguard the health and well-being of our guests and everyone involved.
Jan graduated from University of Western Ontario in Electrical Engineering and worked in that industry for several years. In 1988 he decided to make a career change and joined his father at Sun Life. After his father’s death in 1996, Jan established his own financial planning firm. He has been operating as an independent financial advisor as part of Assante Wealth Management, one of Canada’s largest independent wealth management firms.
At Russel Wealth Planning Group, Jan provides independent financial advice that is not tied to any product or service. Jan takes the time to evaluate his clients’ situation and goals before making any recommendations. He believes that all planning and product recommendations must be matched to goals and circumstance. Any solutions he provides are implemented and followed up with clients on at least an annual basis.
Jan has advanced designations as a Chartered Life Underwriter in the insurance field and the CERTIFIED FINANCIAL PLANNER® designation in the wealth planning field. He also has certifications as a Cash Flow Specialist. Jan recognizes the importance of keeping up to date in his industry. He invests time in continuing education courses and attends industry related conferences on an annual basis.
Jan enjoys working with his clients. Everyone has a unique life story and he finds it fascinating to listen to how people have adapted to many challenging situations in their lives. He has known many of his clients for over 20 to 30 years. In one case, the insurance Jan’s father put in place over 40 years ago was used to provide collateral to a bank to secure a loan which helped keep a business from going bankrupt. That business is thriving today!
The most enjoyable moments in Jan’s work are meeting with clients and new people. Jan feels everyone has their own story and he is open to the unique perspectives of the people he works with.
(416) 493-9859 ext 23 | firstname.lastname@example.org
Insurance products and services are provided through Russel Financial Services Inc.
Evan works closely with clients to provide tailored financial planning and wealth management services to help them reach their goals and live life confidently. In one of his first jobs, Evan worked with families receiving financial assistance to send their kids to summer camp and it was this experience that sparked a passion for helping people with their finances. This led him to pursue a career in financial planning and attain the CERTIFIED FINANCIAL PLANNER® designation at age 29 which is recognized internationally as the gold standard in financial planning and he is one of the 9% of CFP® practitioners in Canada under the age of 36.
Evan is also a Chartered Investment Manager® capable of providing discretionary portfolio management services, a Certified Cash Flow Specialist, and a licensed life insurance agent, currently working towards the Certified Health Insurance Specialist (CHS) designation.
While Evan previously enjoyed his time as a Financial Advisor at CI Investments’ head office in Toronto where he advised CI employees nationwide, he knew he wanted to be working in a successful practice under the wing of an experienced advisor and connected with Jan Russel in April of 2016.
Evan enjoys road trip adventures with his wife, Hallie and two sons Keaton and Wellyn as well as running around the small-town community of Mount Albertwith his Australian Shepherd, Amelia. In his spare time, Evan enjoys playing piano, drums, and guitar.
LinkedIn : https://ca.linkedin.com/in/evanraclarke
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Ericka successfully completed her Bachelor of Arts in Business Economics degree at York University in 2008. She has been working in the financial Industry for 14 years.
Ericka has extensive knowledge of Credit Underwriting, Wealth Management, Problem Solving, Office Management, Business Analysis, & Process Improvement.
Ericka joined Assante Capital Management Ltd. in 2012. She is energetic, highly organized and has strong attention to detail. Ericka’s core responsibilities are to manage our branch operations, efficiencies, compliance, marketing initiatives and ensure we provide outstanding client services.
(416) 493-9859 ext 22 | email@example.com
Rosa joined Russel Wealth Planning Group in 2017 as a co-op student from Seneca College. She successfully obtained her Bachelor of Commerce with Honours in 2018. Since then, she has completed her Online Marketing certificate from Boston University and currently is working on her compliance and AML certification.
Rosa assists our clients with their inquires and is highly involved with marketing initiatives to maximize client appreciations and services.
(416) 493-9859 ext 27 | firstname.lastname@example.org
Sojana has been part of our Russel Wealth Planning Group team since August 2019. Her educational background includes a Bachelor of Arts degree in English from the University of Toronto. Sojana has been working in the financial sector for over six years and has a widespread knowledge in all areas of the industry.
Sojana’s responsibilities include streamlining processes for efficiency and mantaining client service needs. She is a passionate and driven member of our team.
(416) 493-9859 ext 21 | email@example.com