Russel Wealth Planning Group – Assante Capital Management Ltd.

www.assante.com

In 2007, Jan made the decision to join Assante Wealth Management, an independent wealth management firm to be able to provide independent wealth management and financial planning advice to his clients. As the practice continued to grow Jan was joined by Evan Clarke, a Financial Planning Advisor, who holds the CERTIFIED FINANCIAL PLANNING® and Charted Investment Manager designations. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Please visit www.assante.com/legal for important legal and regulatory disclosures.

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In 2007, Jan made the decision to join Assante Wealth Management, an independent wealth management firm to be able to provide independent wealth management and financial planning advice to his clients. As the practice continued to grow Jan was joined by Evan Clarke, a Financial Planning Advisor, who holds the CERTIFIED FINANCIAL PLANNING® and Charted Investment Manager designations. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Please visit www.assante.com/legal for important legal and regulatory disclosures.

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Country

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City (Headquarters)

Toronto

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Employees

1-10

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Founded

1948

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Estimated Revenue

$50,000,000 to $100,000,000

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