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

Fixed Income Commentary

Mar 29, 2023

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

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Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Investing during a market recovery

Mar 15, 2023

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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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