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. 

James Bowman, CFP

Financial Advisor

James has been in the Financial Services industry for more then 25 years. He has worked within each of the major Canadian banks and has a thorough knowledge of their services and portfolios. In 2000, James decided to leave the banking industry and extend his knowledge in the financial planning area of Wealth Management and became a Financial Advisor. His personal philosophy is to look beyond the numbers to make your money work best for you. Clear, Simple and Trusted Advice.

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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

3300 Bloor Street W Suite 680, West Tower
Toronto, Ontario
M8X 2X2 Canada