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 Smith

Senior Financial Advisor

With 35 years in the financial services industry, Jane is well  positioned to assist you with creating wealth, preserving it, and spending and sharing it; all while paying as little tax as possible.

Jane joined Assante in 2015, following close to 28 years with     Beacon Securities, where she held numerous positions,    including President.  Her enduring passion has been to work with individuals and their families.  She indicates that there is nothing more rewarding than watching someone share their hopes, set up a plan, execute on the plan, and realize that “they have enough”.  Having achieved the goal of “enough”, much is left to do. How much can I spend?  Gee, I want to help out my kids and grandkids.  I want to give back to my community.  I own a small rental property.  How should I deal with that?  How do I structure all of this in the best way so that I pay as little tax as possible? Jane is backed by a team of professionals; accountants, tax specialists, financial and estate planners to help her answer these questions and many more.

A Dalhousie graduate with a B.A. and B.Ed. Jane has lived most of her adult life in Halifax.  Her community interests are varied, but concentrated in the areas of women, education, investments, and community engagement.  She has served on numerous boards, including YWCA (President) and Mount Saint Vincent University (Investment committee and Chair of Board) and is currently Chair of the Nova Scotia Talent Trust Foundation.  She has served on numerous investment committees and currently serves in that role for the Anglican Diocese of Nova Scotia and PEI and for the University of King’s College.  Jane served as co-chair for the Central Library Capital Campaign, an achievement of which she is particularly proud.

Jane is married to Lorway MacLellan and is most proud of her two grown children Emily and James Boudreau.   In her spare time, she will pick up the clubs with Lorway, walk and bike; but she is in her element when she can gather family and friends at the cottage at Mahone Bay. 

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

5548 Kaye Street Suite 201
Halifax, Nova Scotia
B3K 1Y5 Canada