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

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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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