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 Staniforth, CFP

Co-Branch Manager
Financial Advisor

James Staniforth is a financial advisor who has proven his ability and dedication to his clients. For over eight years, he has been helping families to simplify their affairs and increase their quality of life through an integrated approach to wealth planning that includes expertise in investments, insurance, tax, retirement and estate planning. James began his career as an Associate Advisor. His disciplined investment approach and professionalism earned him a reputation for being financially astute and client-focused. James believes in continually improving his education, and has earned the Certified Financial Planner designation. This designation, along with many other industry courses, enhances his ability to deliver exceptional advice to his clients.

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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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James Staniforth CFP

Co-Branch Manager
Financial 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

301 Moodie Drive Suite #121
Ottawa, Ontario
K2H 9C4 Canada