Financial & Retirement Income Planning, investment and insurance.
Janine Purves, Senior Financial Advisor of Assante Capital Management Ltd. has been in the financial industry for most of her professional life, and loves helping people make key decisions for their financial future
Having started in the industry through the banking sector, she learned the pros and cons of the banks early. Then having a role at a financial publisher and educator, she learned what people needed to be more prepared financially. Seeing the keen demand in the clients, and knowing her love for the industry, she then pursued her CFP designation.
After transitioning to financial planning, Janine worked hard to build her practice. She worked closely with an established advisor who later approached Janine to take over her practice. They wanted somebody who made solid decisions for clients, and knew that it was about the client and not just the bottom line.. The advisor felt Janine filled that role, and in fact, the client transition went so well that over 90% of all clients remained with Janine 2 years later and her practice has been growing ever since. Most clients have either come through referral, when there’s been a shift in their life, or they now value having a 2nd opinion that can help ensure they stay on track to a financially successful future. Most clients are executives or business owners who are starting to think about retirement, or actively in retirement. By understanding the client’s financial strengths and weaknesses, Janine can really pinpoint the strategy that’s needed to put them on a strong financial path for retirement, and help them manage through it for the long-term.
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