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. 

Jacty Chung, CPCA, EPC

Financial Advisor
Insurance Financial Advisor

For more than 20 years, Jacty has been in the financial services profession helping individuals and families achieve their financial and lifestyle goals.  One of her primary objectives is to provide high-quality advice and integrated wealth management solutions that will simplify and enhance your life.

As an Assante advisor, Jacty puts together personalized, comprehensive strategies where all components work together including investment planning, portfolio management, cash management solutions, tax planning and estate and insurance services.

If you would like to learn more about Jacty's credentials or obtain details about her services, please call (905) 752-0833 ext 236 or e-mail: jchung@assante.com

Recent Posts

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

Read more

Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

Read more

How to avoid or minimize the OAS clawback

Jun 18, 2024

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

Read more

Jacty Chung CPCA, EPC

Financial Advisor
Insurance 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

3601 Highway 7 East Suite 303
Markham, Ontario
L3R 0M3 Canada