Jonathan Warner, MA, CIM®, PFP®, QAFP™

Financial Advisor

Jonathan Warner is a financial planner and investment advisor with Assante Capital Management Ltd.  Jonathan joined Assante Capital Management Ltd. 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) and Qualified Associate Financial Planner™ (QAFP) financial planning designations and strongly believes in the benefits of using a comprehensive planning process when addressing the financial needs of clients. Jonathan has completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing additional Canadian and internationally recognized wealth management designations.

Jonathan holds the Chartered Investment Manager® (CIM) designation and is well positioned to provide clients with strategies and advice regarding their investment portfolios.  

Jonathan is a licensed insurance advisor through Assante Estate and Insurance Services Inc. and is ready to provide comprehensive critical, disability and life insurance services to clients to support their personal and professional risk management needs.

Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. He has lived in Uppsala and Stockholm Sweden as a high school student and prior to attending graduate school at UBC, Jonathan studied at the University of Tampere in Finland, worked in Ottawa as a researcher for a member of parliament on international trade issues and taught English in Kaohsiung, a city in Southern Taiwan.

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®, QAFP™

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.

 

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Office Address

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