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. 

Jan Russel, CFP, CH.F.C.

Financial Planning Advisor

At Russel Wealth Planning Group, Jan provides independent financial advice that is not tied to any product or service. Jan takes the time to evaluate his clients’ situation and goals before making any recommendations. He believes that all planning and product recommendations must be matched to goals and circumstance. Any solutions he provides are implemented and followed up with clients on at least an annual basis.

Jan has advanced designations as a Chartered Life Underwriter in the insurance field and the CERTIFIED FINANCIAL PLANNER® designation in the wealth planning field. He also has certifications as a Cash Flow Specialist. Jan recognizes the importance of keeping up to date in his industry. He invests time in continuing education courses and attends industry related conferences on an annual basis.

Jan enjoys working with his clients. Everyone has a unique life story and he finds it fascinating to listen to how people have adapted to many challenging situations in their lives. He has known many of his clients for over 20 to 30 years. In one case, the insurance Jan’s father put in place over 40 years ago was used to provide collateral to a bank to secure a loan which helped keep a business from going bankrupt. That business is thriving today!

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Jan Russel CFP, CH.F.C.

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

245 Fairview Mall Dr. Suite 408
Willowdale, Ontario
M2J 4T1 Canada