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Senior Financial Advisor B.A. Economics
Janine offers over 20 year's experience in the financial industry working in banking, brokerage, and financial planning environments. She also has 8 year's experience in consulting and sales to businesses. In addition to being a fully licensed advisor, her qualifications include the CFP and CPCA designations with a background in economics. Having received many service and achievement awards, she recognizes the importance of servicing client's needs first. She has appeared on CP24, York Rogers TV, and has contributed to the York Region Business Times, and Forever Young, a newspaper dealing with issues seniors face. She has also been asked to speak at many Business, Professional and Retirement Associations. In 2015 Janine was voted best Financial Planner in Richmond Hill for The Liberal Readers' Choice awards. Most recently Janine has been awarded the Leading Women, Leading Girls award for Richmond Hill from both the Federal and Provincial governments, been a recipient of the Portraits of Giving plaque and awarded the Literacy Award for the Business Women’s Networking of York Region group, all for helping Financial literacy to flourish in York Region. In addition, Janine was a Portraits of Giving Honoree and 2018 Richmond Hill Board of Trade Business Achievement Award Recipient.
View published source ↗ALIGN YOUR INVESTMENTS WITH YOUR VALUES
Global challenges like climate change and inequality have shifted investor expectations—they want to know their money is having a positive impact on the world around them, as well as their returns. With ESG investing, you can achieve your financial goals while aligning your portfolio with your values. The ESG investing process also takes into consideration traditional financial factors to enhance performance and decrease volatility. In fact, ESG strategies tend to perform just as well, if not better, than their traditional counterparts over the long term. Plus, you can get exposure to market segments with significant growth potential, like companies contributing to the fight against climate change. Listen below to the recording for "the ABCs of ESGs" hosted by Janine Purves with guest speaker Jeff Chan, Director of ESG at CI Global Asset Management.
View published source ↗Upcoming Events
Join us for regular webinars or in-person events where I provide market insights, financial advice, and resources for you to manage your money. For more information, please email asatkuna@assante.com or jtrollope@assante.com . Please note registration is required. Mastering Money Webinar What is good and bad debt? How do I save for a house? Is it too early to plan my retirement? The ABCs of ESGs Webinar Learn ESG investments from a specialist How it is used in investment selection? How we can leave an impact? Should I invest in ESG options? Recording available here This presentation was prepared by Jeff Chan at CI GAM and does not necessarily reflect the opinions of Assante Capital Management Ltd. The opinions expressed are based on the author’s analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). CI Direct Investing is a registered Portfolio Manager in all provinces and territories in Canada. CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. Its primary operating businesses are investment managers CI Investments Inc. and First Asset Management Inc., and advisory businesses Assante Capital Management Ltd. and Assante Financial Management Ltd.
View published source ↗ALIGN YOUR INVESTMENTS WITH YOUR VALUES
This presentation was prepared by Jeff Chan at CI GAM and does not necessarily reflect the opinions of Assante Capital Management Ltd. The opinions expressed are based on the author’s analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances. Assante Connect is a division of WealthBar Financial Services Inc (“WealthBar”). CI Direct Investing is a registered Portfolio Manager in all provinces and territories in Canada. CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services. Its primary operating businesses are investment managers CI Investments Inc. and First Asset Management Inc., and advisory businesses Assante Capital Management Ltd. and Assante Financial Management Ltd.
View published source ↗Our Clients Matter!
As mentioned in our previous Monthly Minute, the financial sector has changed considerably in the last 40 years. Today, we are always trying to ensure we provide what you need. But today, we are asking! What do you want? How can we help to ensure your needs are being met, and focus on what is important to you? What can we do to set ourselves apart in an industry that is constantly changing? How can technology help us to deliver better service to you? Things have changed a lot in the past 6 months and we may continue to see more shifts, it is time to find out how we are doing. We are working hard to provide you with the best level of customized service, but we always know there is room to improve. We also know that things change, and we must ensure we accommodate the changing needs of the industry as well.
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