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. 

Jane Lapointe, CPCA, MFA-P

Senior Wealth Advisor

Jane Lapointe joined Fenlon Financial in 1996 as an associate with founder, Walter Fenlon.  The firm became Assante Financial Management Ltd. in 2001.  Jane became Partner in 2010.  As Senior Wealth Advisor, Jane sees a key role as translating the noise of the financial world in a way that is relevant and meaningful to the people she works with.  Jane’s primary business focus is in working with families as senior parents age and adult children become care givers. 

“There is a special set of skills and knowledge required in understanding how our financial needs change as we age. Our elders hold wisdom and experience. Maintaining independence as we age becomes a very important priority.” 

Outside of work, Jane is actively involved in the community and holds advisory positions with United Way KFL&A, Compassionate Communities Kingston and the Queen's Family Health Team.  She is also a supporter of the arts through the purchase of works of local artists.  She and her husband, Rick, spend their summers on Howe Island.

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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Jane Lapointe CPCA, MFA-P

Senior Wealth 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

264 King Street East
Kingston, Ontario
K7L 3A9 Canada