HOW PREPARED ARE YOU FOR RETIREMENT?

Have you given any thought about retirement other than
“How much money is enough?”

If you knew for sure that you were going to live to, or past, age 90, would you still want to retire at your current projected date? Would you put more thought into planning the rest of your life? This is just one of the realities of today’s new retirement.

You have been successfully accumulating your retirement nest egg, but the investment advisor who helped you accumulate your investment assets may not be the person you should be working with today.

It’s time now to work with a retirement specialist who focuses on helping you develop a strategy for your retirement transition, both financially and as importantly, psychologically.

 

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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. 

Jerry Brown, CFP, PRP

Financial Advisor

I have completed the Canadian Securities Course, the Professional Financial Planning Course (PFP), and am a recognized Certified Financial Planner Professional. A CFP designation is essential for financial planning today.

My EPC designation, “Elder Planning Counselor,” is critical for Retirement Transitional Planning. Having completed this in-depth educational program helps me to recognize the needs and services of the aging and the elderly. This knowledge is essential in assisting you to work with aging parents and key to helping you visualize your own life changes in your later life.

In 2009 I was recognized with the PRP (Professional Retirement Planner) designation from the Retirement Planning Association of Canada. Unlike other professional designations available to financial planners, the PRP demonstrates a specialization to the holistic or life approach to retirement planning. At that time I was only the 60th advisor in Canada to achieve this designation.

“But my most valuable education is a result of my many years of working with men and women, as they plan for and carry through, their transition to Today’s New Retirement. This accumulated experience cannot be found in any course or book, and is of critical value in helping you complete your successful retirement transition.”

As an Assante advisor, I am positioned to be your key resource to oversee all aspects of your financial affairs, and can work with you to provide a customized wealth management plan. But I am not alone in this effort. I have access to a wide range of Assante professionals who are experts in their field — investment analysis, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, banking and mortgage specialists. I can draw on these resources as needed in tailoring personalized solutions for you and your family.

I am an active member of the Financial Planners Standards Council (FPSC), and the Canadian Initiative for Elder Planning Studies (CIEPS). I also serve as Past President on the executive committee of the Abbotsford Estate Planning Association and am Past President of my residential Strata Council. My wife Sandy and I live in Abbotsford BC and have four adult children and four grandchildren. In 2016 I received an award for 15 years of volunteering for the BC Transplant Society. (I was blessed with a successful kidney transplant in 1998.)

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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

33386 South Fraser Way Suite 101
Abbotsford, British Columbia
V2S 2B5 Canada