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. 

Ed Jacques

Senior Financial Advisor

Since 1993 Ed has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and wealth management solutions that simplify and enhance the quality of his clients’ lives. 


Among the strengths Ed brings to his client relationships are his knowledge, integrity and commitment to exceptional service.  Building on an Engineering degree from Queen’s University and a MBA from York University, Ed has focused on wealth management, investment, tax, financial and estate planning advice as a Senior Financial Advisor with Assante Capital Management Ltd.

 

Ed is a strong contributor to the community.  He is an active member of the Wyoming Lions Club and has been an avid supporter of the Oil Heritage District Community Centre.  Ed lives in Petrolia with his wife Patty and their three children, Alanna, Tom and Sam. 

 

If you would like to learn more about Ed’s credentials and what he can do to help you achieve your goals, or if you have any questions please call 519-332-4100 x 32 or e-mail: ejacques@assante.com

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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

137 Kendall St
Sarnia, Ontario
N7V 4G6 Canada