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Know Your Advisor: IIROC Advisor Report

Investment products, services and recommendations are offered through and Assante Capital 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 Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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David Phipps, CFP®, CIM®

Senior Financial Advisor

Jordan Anger, CFP®

Associate Financial Advisor

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