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. 

Jessie Newton, CPA

Investment Advisor

Jessie Newton is a Chartered Professional Accountant, licensed securities & mutual funds representative, and health & life insurance advisor. She joined Assante Capital Management Ltd. in 2019 after 5 years in public accounting in which she worked as an assurance manager providing a full range of audit, tax, and accounting services to a variety of clients across an array of industries. Jessie works out of the Canmore Assante branch and services clients in the Canmore/Banff and Calgary areas in addition to remote clients in broader Alberta, BC, Manitoba, Ontario, and Yukon.

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Jessie Newton CPA

Investment Advisor

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

743 Railway Ave Suite 206
Canmore, Alberta
T1W 1P2 Canada