Ross has been involved in the financial services industry since 1981. In 1993, Ross started work with Assante Capital Management Ltd. As a Senior Financial Planning Advisor. Prior to joining Assante, Ross was with the Ontario Civil Service Credit Union for five years and a major bank and trust company for another eight years. Ross’ education includes a B.A. (Trent University and a B.A.S. (York University). Designations include his CFP® (Certified Financial Planner), R.F.P.® (Registered Financial Planner) and RIS (Responsible Investment Specialist). In addition, Ross is Securities Licensed and has his Level II Insurance License. Ross’ professional memberships include the Responsible Investment Organization, FP Canada and the Institute of Advanced Financial Planners. Ross offers a comprehensive financial planning service that will enhance client well-being. This includes investments, retirement planning, insurance and estate planning. Investments will be recommended based on the client’s goals and investment philosophy including socially responsible investments. Ross also completes personal income taxes through his business – Campbell Tax Planning. Ross showed his dedication to responsible investing by winning the Wealth Professional Award for Responsible Investing in 2017. Ross is an active community member. He also likes to kayak, hike, cross country ski and has recently taken up curling. Ross’ favourite spot in the summer is Manitoulin Island, where his mother was born, at his off the grid cabin. Ross is the proud father of Mary and Leslie. Ross, Janet, Mary and Leslie are all graduates of Trent University.
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Senior Financial Planning Advisor
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Senior Financial Planning Advisor
Ross has been involved in the financial services industry since 1981. In 1993, Ross started work with Assante Capital Management Ltd. As a Senior Financial Planning Advisor. Prior to joining Assante, Ross was with the Ontario Civil Service Credit Union for five years and a major bank and trust company for another eight years. Ross’ education includes a B.A. (Trent University and a B.A.S. (York University). Designations include his CFP® (Certified Financial Planner), R.F.P.® (Registered Financial Planner) and RIS (Responsible Investment Specialist). In addition, Ross is Securities Licensed and has his Level II Insurance License. Ross’ professional memberships include the Responsible Investment Organization, FP Canada and the Institute of Advanced Financial Planners. Ross offers a comprehensive financial planning service that will enhance client well-being. This includes investments, retirement planning, insurance and estate planning. Investments will be recommended based on the client’s goals and investment philosophy including socially responsible investments. Ross also completes personal income taxes through his business – Campbell Tax Planning. Ross showed his dedication to responsible investing by winning the Wealth Professional Award for Responsible Investing in 2017. Ross is an active community member. He also likes to kayak, hike, cross country ski and has recently taken up curling. Ross’ favourite spot in the summer is Manitoulin Island, where his mother was born, at his off the grid cabin. Ross is the proud father of Mary and Leslie. Ross, Janet, Mary and Leslie are all graduates of Trent University.
