YOUR TEAM AND SUPPORT

Our team is comprised of your advisor, tax lawyers, accountants, notaries, financial analysts, wealth planners and insurance specialists that work in concert.*

Our round table approach provides a proactive multidisciplinary think-tank that customizes financial solutions to address your short and long term priorities.

 

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through Assante Private Client, a division of CI Private Counsel LP, and Assante Estate and Insurance Services Inc. 

The advice you need when you need it

Managing your wealth can be complex and time-consuming. As your advisors, together we will help you define and prioritize your goals as we build a comprehensive wealth plan, that will adjust, adapt and navigate the challenges and complexities you will face along the way.

For a free consultation I am only an email or a phone call away.

Jean Pierre Beauchamp, RIS

Senior Investment Advisor
Financial Securities Advisor

Meeting all your financial management needs

WHY?
As needs and investment opportunities go from domestic to global in scope, so does the complexity associated with the task.
HOW?
By synchronizing risk management, investments, estate and succession planning, we address your priorities as they evolve over time.By keeping the focus on the end game and away from reactive decisions, we avoid irreparable harm to achieving your financial goals.

WHAT?                                                                                                        

Through a collaborative round table process, I work in conjunction with our in-house team of Tax Lawyers, Accountants, Notaries, Certified Financial Planners and Chartered Financial Analysts to proactively provide a total wealth planning experience that we adjust periodically as your priorities evolve. To this end we work in close collaboration with your personal professionals for the final implementation of wills, estate freezes, trusts and other applicable strategies we may deem necessary through our findings.

This unique experience of having a multidisciplinary team of professionals proactively and periodically gather under one roof to plan and update your financial affairs, is an integral part of our service.

Risk management:
Managing risk during the asset accumulation stage provides access to the adequate funds in an emergency for personal, family or business priorities.
Managing risk beyond the accumulation stage, optimizes tax efficiency on the transfer of assets to beneficiaries by paying cents on the dollar to settle taxes where applicable. To this end we work with the largest insurance companies in Canada.
Investments:
We synchronize the logistics of diversification through the selection of best of breed investment platforms offered by Alternative Investment Providers, Canadian Banks, Mutual Fund and Insurance Companies.

Estate and Succession Planning:
The ultimate goal is to deliver a sustainable lifestyle and tax efficient income throughout retirement followed by the seamless transition of your legacy to beneficiaries.
MOTTO:

*Empower through education so that you may make informed decisions

*Exceed expectations through attention to detail

I am only a phone call or email away

Tel: 514 952 3499

Email: jpbeauchamp@assante.com

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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

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada