Jonathan Warner, MA, CIM, PFP

Financial Advisor

Jonathan Warner is a Financial Planner and Financial Advisor with Assante Capital Management Ltd. 

Jonathan joined Assante in February 2017. Prior to joining Assante, Jonathan worked in a business development role at a brokerage and as a banker with the Royal Bank of Canada. Jonathan is a graduate of the University of Victoria and the University of British Columbia and holds a Bachelor of Arts in History and Political Science and a Master of Arts in European Studies. 

Jonathan holds the Personal Financial Planner (PFP) designation and strongly believes in the benefits of using a comprehensive planning process when addressing the different financial needs of his clients. Jonathan has also completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing a number of different Canadian and internationally recognized wealth management designations. 

As a licensed investment advisor who holds the Chartered Investment Manager (CIM) designation, Jonathan is also well positioned to provide his clients with advice and strategies regarding their investment portfolios. Additionally, as a licensed insurance advisor in Jonathan is ready to provide comprehensive critical, disability and life insurance services to clients to support their personal and professional needs*.    

 Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. Prior to graduate school at UBC, Jonathan studied at the University of Tampere in Finland and also taught English in Kaohsiung, a city in Southern Taiwan. Jonathan is always looking forward to his next adventure and is currently trying to decide between a trip to the historic cities of colonial Mexico or visiting Sicily and Southern Italy.  

*Insurance products and services are provided through Assante Estate and Insurance Services Inc. (AEIS)

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. 

Jonathan Warner, MA, CIM, PFP

Financial Advisor

Jonathan Warner is a Financial Planner and Financial Advisor with Assante Capital Management Ltd. 

Jonathan joined Assante in February 2017. Prior to joining Assante, Jonathan worked in a business development role at a brokerage and as a banker with the Royal Bank of Canada. Jonathan is a graduate of the University of Victoria and the University of British Columbia and holds a Bachelor of Arts in History and Political Science and a Master of Arts in European Studies. 

Jonathan holds the Personal Financial Planner (PFP) designation and strongly believes in the benefits of using a comprehensive planning process when addressing the different financial needs of his clients. Jonathan has also completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing a number of different Canadian and internationally recognized wealth management designations. 

As a licensed investment advisor who holds the Chartered Investment Manager (CIM) designation, Jonathan is also well positioned to provide his clients with advice and strategies regarding their investment portfolios. Additionally, as a licensed insurance advisor in Jonathan is ready to provide comprehensive critical, disability and life insurance services to clients to support their personal and professional needs*.    

 Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. Prior to graduate school at UBC, Jonathan studied at the University of Tampere in Finland and also taught English in Kaohsiung, a city in Southern Taiwan. Jonathan is always looking forward to his next adventure and is currently trying to decide between a trip to the historic cities of colonial Mexico or visiting Sicily and Southern Italy.  

*Insurance products and services are provided through Assante Estate and Insurance Services Inc. (AEIS)

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Jonathan Warner MA, CIM, PFP

Financial 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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada