ALIGN YOUR INVESTMENTS WITH YOUR VALUES

Global challenges like climate change and inequality have shifted investor expectations—they want to know their money is having a positive impact on the world around them, as well as their returns. With ESG investing, you can achieve your financial goals while aligning your portfolio with your values.

The ESG investing process also takes into consideration traditional financial factors to enhance performance and decrease volatility. In fact, ESG strategies tend to perform just as well, if not better, than their traditional counterparts over the long term. Plus, you can get exposure to market segments with significant growth potential, like companies contributing to the fight against climate change.

 

Our Clients Matter!

As mentioned in our previous Monthly Minute, the financial sector has changed considerably in the last 40 years. Today, we are always trying to ensure we provide what you need.  But today, we are asking! 

What do you want? How can we help to ensure your needs are being met, and focus on what is important to you? What can we do to set ourselves apart in an industry that is constantly changing? How can technology help us to deliver better service to you?

Things have changed a lot in the past 6 months and we may continue to see more shifts, it is time to find out how we are doing. We are working hard to provide you with the best level of customized service, but we always know there is room to improve. We also know that things change, and we must ensure we accommodate the changing needs of the industry as well.

Each client has received a survey to their email. Please take 5 minutes to answer the survey to help us to provide better service to you and our clients in the future.  In fact, answering the survey doesn't just help you, but $5 for every survey completed will be donated to Heart & Stroke.  So, help us help you!  

Upcoming Webinars

Join us for regular webinars where I provide market insights and resources.

 

 

Mastering Money Webinar - February 2, 2022

What is good and bad debt?

How do I save for a house?

Is it too early to plan my retirement?

Click here to register for Mastering Money Webinar

 

The ABCs of ESGs Webinar - February 8, 2022

Learn ESG investments from a specialist

How it is used in investment selection?

How we can leave an impact? Should I invest in ESG options?

Click here to register for the ABCs of ESGs Webinar

 

Market Updates - How do bonds help the portfolio. Overcoming low rates with active management

Donor-Advised Funds - Support the Causes You Care About

Managing Money for the Younger Investor - For those in the early stages of building wealth

 

 If interested, please email asatkuna@assante.com. Please note registration is required.

What legacy do you want to leave?

I am excited to be able to offer my clients, one more Unique Planning Experience, with the new Assante's Charitable Giving Program. This program allows you to incorporate philanthropic giving into your wealth plan with the use of donor-advised funds through Benefaction, a registered charitable public foundation.

Helping You Get There!

Retirement is Looming!  Are you really ready?

Big Decisions to Make!  Do you know all options available when key financial issues arise?
You Work Hard!  Who works to manage planning for your financial future?
You are busy!  Life is complex and there isn't enough time in the day to really follow all the investments and understand your best options.  We help to simplify things and do this for you.

Welcome! As an Assante Financial advisor, my role is to assist you in making key financial decisions and meeting your life goals. Financial decisions tend to affect every facet of our lives, and while important, should only enhance those parts of our lives that are truly critical: family, health, and following your passions. I specialize in investment planning to fulfill your needs; the needs of the business owner, self-employed, executives, or commissioned individuals.

By understanding these aspects of your life, I work to ensure you make the right financial decisions in your life. Through regular meetings, comprehensive reviews, balanced diversification, protection with insurance, and ongoing implementation and review of recommendations, we are committed to helping you achieve your goals.

Our core focus is: understand you, your family, your objectives, and act as your advisor, partner, and facilitator to help keep you on track for the bigger picture. Thus, allowing you to focus on enjoying your day-to-day life - knowing the small steps will get you to the big destination. 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. 

Janine Purves, CFP, CPCA, CCS

Senior Financial Advisor
B.A. Economics

Janine offers 18 year's experience in the financial industry working in banking, brokerage, and financial planning environments. She also has 8 year's experience in consulting and sales to businesses. In addition to being a fully licensed advisor, her qualifications include the CFP and CPCA designations with a background in economics. Having received many service and achievement awards, she recognizes the importance of servicing client's needs first. She has appeared on CP24, York Rogers TV, and has contributed to the York Region Business Times, and Forever Young, a newspaper dealing with issues seniors face. She has also been asked to speak at many Business, Professional and Retirement Associations. In 2015 Janine was voted best Financial Planner in Richmond Hill for The Liberal Readers' Choice awards.

Most recently Janine has been awarded the Leading Women, Leading Girls award for Richmond Hill from both the Federal and Provincial governments, been a recipient of the Portraits of Giving plaque and awarded the Literacy Award for the Business Women’s Networking of York Region group, all for helping Financial literacy to flourish in York Region. In addition, Janine was a Portraits of Giving Honoree and 2018 Richmond Hill Board of Trade Business Achievement Award Recipient.

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

Dec 15, 2021

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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Prepare for the unexpected

Dec 15, 2021

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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Janine Purves CFP, CPCA, CCS

Senior Financial Advisor
B.A. Economics

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 →

Schedule a meeting with Janine

We are currently facilitating meetings by phone and video conferencing. You will be redirected to Calendly to book an appointment with Janine.

Office Address

9130 Leslie Street Suite 302
Richmond Hill, Ontario
L4B 0B9 Canada