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®, TEP
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 CI 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. In addition, he holds the Certified Financial Planner® (CFP®) designation. He is a member of the Chartered Professional Accountants of Ontario and the Society of Trust and Estate Practitioners.