The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Dallas Jordan

Financial Advisor

I grew up around my father’s financial office which planted the seed for me to begin my studies in the field in 2011. After finishing my Canadian Investment Funds Course and Life Insurance License I began working as an Advisor with a large wealth management company. I quickly grew a strong passion for learning new ways to help people achieve their financial goals. In 2013, I joined an insurance company helping advisors to better understand how to use the products they offered.  I obtained new, and innovative ways of utilizing insurance, and financial products to achieve wealth planning goals.  In 2015 my wife Laura and I decided the timing was right to get out of the lower mainland and put down roots in beautiful Creston BC. I joined my father’s office in late summer of 2015 applying strategies and concepts I have learnt over the years. I continue to pursue more knowledge recently obtaining my CHS. When not working I enjoy golfing, skiing, and exploring the Kootenay’s with my wife Laura, son Zane, and dog Lexie.     

Recent Posts

Short-Term Pain, Long-Term Gain

Nov 28, 2022

Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

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Fighting Inflation with Crucial Rate Conditions

Nov 01, 2022

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

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Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

1005 Canyon St. P.O. Box 670
Creston, British Columbia
V0B 1G0 Canada