Investment Strategy

When it comes to investing, a disciplined approach pays the greatest dividends.

Jones Private Client can help you prepare a personalized investment strategy that’s both secure and tailored to your objectives and risk tolerance. But our work doesn’t stop there – we implement the strategy for you, consistently and carefully, choosing from a broad range of best-in-class products and services, such as Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs.

Goals > RepeatAs an Assante client, you have access to the customized United Financial brand of solutions managed by CI Investments Inc. With active involvement and support from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies.

For high net worth clients with more complex wealth planning needs, Jones Private Client can provide you with the benefits of our exclusive Private Client option, offered through United Financial, a division of CI Private Counsel LP.

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Stephen Jones CPA, CA, CFP®
Senior Financial Advisor

Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor

Lynley Schwartzentruber BBA, CFP®
Senior Financial Advisor

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
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