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. 

Jason Bakker, CFA

FINANCIAL ADVISOR

Jason graduated with a Bachelor of Arts degree from Wilfrid Laurier University with a major in Accounting and a minor in Economics. Prior to joining Assante Capital Management Ltd. in 2013, Jason worked as a Branch Manager and Financial Advisor at another dealership in the Oakville area. He is currently working on obtaining his Chartered Financial Analyst (CFA) designation.  

Jason has been in the financial services industry for close to 10 years, and has developed a strong financial management background. He employs a value investing strategy, which involves seeking stocks with strong fundamentals that appear to be undervalued by the market.

Recent Posts

Review of 2025 and What to Expect in 2026

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AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

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Investing a lump sum

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Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....

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Are you giving your children an allowance?

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Should an allowance be tied to chores? How much is appropriate? Explore different approaches that can help teach your children about money. Then choose what works best for your family....

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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

1 City Centre Drive Suite 1530
Mississauga, Ontario
L5B 1M2 Canada