Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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.

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 Schofield, CFP, CIM

Vice President
Senior Financial Planning Advisor

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Vice President & Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses.

James has been helping individuals and owners of incorporations achieve their financial and lifestyle goals. He works closely with a network of highly skilled professionals, dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

James employs a team approach that focuses on executing a rigorous process in consultation with his clients. This method produces a detailed and solid financial structure that explores and intergrates all areas of tax and estate planning, risk management, insurance and investment planning.

Our goal is: "To know you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life".

Whether your needs are a detailed retirement plan, customized cash management, advice on trust structures, tax and succession planning or if your needs are corporate restructuring of a small business, for sale, succession or creditor protection, James' expertise and dedicated team can help.

His clients appreciate his accessibility, experience, judgment, quality of work and proactive holistic approach in addressing their planning needs.

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James Schofield CFP, CIM

Vice President
Senior Financial Planning Advisor

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

1600 Carling Avenue, Suite #550
Ottawa, Ontario
K1Z 1G3 Canada