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. 

John Vachon, CHS, CFP®, CIWM, FCSI®, CIM®

Financial Planning Advisor

John started young in the family business. He helped run a successful financial risk management practice that catered to professionals and business owners. In 2008, he joined Assante Capital Management Ltd., which allowed him to expand his service offering to include securities and wealth management. In collaboration with his network of professionals, John developed valuable expertise in holistic wealth management, and shares his extensive knowledge with his clients. 

Within the last 10 years, John earned an impressive list of industry credentials, including the prestigious Fellow of the Canadian Securities Institute (FCSI), the Chartered Investment Manager (CIM), the Certified Financial Planner (CFP) and the Certified Health Insurance Specialist (CHS) designations. 

John enjoys skiing, waterskiing, cycling, squash, and is the proud father of his two children: Jean-Clement & Alyson. Today, he's well on his way to achieving his goal of becoming one of Ottawa's boutique premier wealth management firms. He can be contacted at (613) 792-3277, ext. 309 or at jvachon@assante.com.

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John Vachon CHS, CFP®, CIWM, FCSI®, CIM®

Financial Planning 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

5 Blackburn Ave
Ottawa, ON
K1N 8A2 Canada