Our Team

As a Certified Financial Planner®, I am passionate about helping individuals, families, and business owners make informed financial decisions with confidence. Since joining CI Assante Wealth Management Ltd in 2016, I have been dedicated to building long-term relationships with clients by providing personalized advice and exceptional service. My priority is always putting my clients' interests first and helping them achieve their financial goals through thoughtful planning and guidance.

I am a graduate of the Ivey Business School at Western University and hold the Certified Financial Planner® designation. My education and experience have provided me with a strong foundation in financial planning, allowing me to help clients navigate complex financial decisions with clarity and confidence.

I believe true financial planning goes beyond investments. That's why I take a holistic approach, helping clients manage all aspects of their financial lives, including investment management, retirement planning, insurance strategies, tax planning, and estate planning. By understanding each client's unique goals, values, and circumstances, I develop customized strategies designed to help them build, protect, and transition their wealth.

Providing exceptional service and acting in my clients' best interests are at the core of everything I do. I take pride in building meaningful relationships and serving as a trusted advisor through every stage of life.

Outside of the office, I enjoy spending time on the golf course, playing tennis with my husband, Curt, traveling, and taking advantage of the beautiful beaches along Lake Huron. These experiences reinforce my belief that financial planning is about more than numbers—it's about helping people create the freedom to enjoy the life they've worked hard to build.

Whether you are preparing for retirement, growing your wealth, protecting your family, or planning your legacy, I am committed to providing personalized advice and comprehensive financial planning to help you achieve your goals with confidence.

Karen joined the financial service industry in 1995 after completing the three year Business Administration Accounting program at Lambton College.  She has successfully completed the Canadian Securities Course and Professional Financial Planning Course. Over the course of her career, she has developed extensive experience and a strong understanding of the firm’s operations, providing reliable support to both clients and advisors with care and attention to detail.

Karen plays an important role in ensuring that day-to-day activities run smoothly, contributing to a positive and seamless experience for clients. She takes pride in being part of a collaborative team and supporting the delivery of personalized, high-quality service.

Outside of the office, Karen enjoys spending time with her spouse, Kerry, and their two grown sons, Nathan and Matthew. She also enjoys travelling and attending sporting events, making the most of time spent with family and friends.

Karen believes that great client service is built on trust, consistency, and attention to detail, and she is committed to supporting clients and her team with professionalism and care.

Jesse began his career as a Financial Planner in 2010 after attending Fanshawe College, where he earned a diploma in Business - Marketing.  He completed his Certified Financial Planner (CFP®) designation in 2023 and joined the Assante Capital Management team in the summer of 2025.

With a passion for helping individuals and families achieve financial peace of mind, Jesse works closely with clients to build practical, goal-oriented financial plans that align with their lifestyle, family priorities, and long-term vision.

Raised with small-town principles and a deep respect for what it means to earn and preserve wealth, Jesse focuses on six key pillars of planning: cash flow management, retirement readiness, estate planning, tax efficiency, investment strategy, and risk protection.  Whether you're a business owner, preparing for retirement, or just starting to build your legacy, Jesse aims to simplify the complex and help you make confident, informed decisions.

Jesse enjoys spending time with his wife Jaime, and their two boys, Hendriks and Vander.  Together, they spend much of their time outdoors, enjoying family and quality time together.