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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
View published source ↗Are you looking for financial stategies that will meet all your Wealth Management Needs?
• Retirement Planning • Investment Management • Insurance Strategies • Tax Planning • Estate Planning What other services can Ed provide for you? Ed will work with you to develop a financial plan that reflects your goals and interests. He has also assisted his clients with: Pension and Severance transfers Incorporation of their business or professional practices Setting up Family Trusts Implement corporate funded insurance strategies Structure holdings to maximize wealth Plan the purchase or sale of businesses, homes and investment real estate
View published source ↗Investment Planning Advice
We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. Assante's exclusive suite of managed portfolios As an Assante client, you have exclusive access to customized Evolution Private Managed Accounts. With active management from portfolio managers around the world, this leading solution combines investment expertise with wealth planning strategies. High net-worth clients with more complex wealth planning needs will benefit from the exclusive Private Client Managed Portfolios option provided through Assante Private Client, a division of CI Private Counsel LP. Private Client Managed Portfolios are made available through Assante Private Client, a division of CI Private Counsel LP (“Assante Private Client”). The pools used in the Private Client Managed Portfolios are managed by CI Investments Inc., an affiliate of CI Private Counsel LP. Commissions, trailing commissions, management fees and expenses may all be associated with investments in Private Client Managed Portfolios and the use of other services. The pools used in the Private Client Managed Portfolios are not guaranteed, their values change frequently and past performance may not be repeated. Please consult your advisor before investing. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.
View published source ↗Charitable Planning
If properly integrated, it can provide a tax-efficient means for you to transfer your wealth while supporting a cause that makes a difference to you. To ensure that your planned giving has the greatest impact, whether it’s a significant gift to a favourite charity or establishing a foundation, we have access to the tax, legal, and estate planning professionals to help make these philanthropic dreams come true.
View published source ↗Business Succession Planning
We will work together to review all the options available to you and help you plan accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies.
View published source ↗Office Address
137 Kendall St Sarnia, Ontario N7V 4G6 Canada
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