Jamie Thomas
Owner and Certified Financial Planner @CI Assante Wealth Management
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WORK HISTORY
Owner and Certified Financial Planner @CI Assante Wealth Management
Our Branch is located at 1479 John Counter Blvd, Tel 61••••••00 Kingston, Ontario. I work with public accountants, self employed families and goal oriented professionals. I comfort families that save and invest by providing a clear and concise plan, setting a course of action then co-piloting execution and follow up. To learn about our 5 step process call the number above or email me at J••••••••@assante.comhttps://advisor.assante.com/web/Jamie-Thomas/?lang=en_US
EDUCATION
St. Lawrence College
Business
Queen's University
Academic Fellowship
ABOUT JAMIE THOMAS
Together the Thomas father and son team provide experience and continuity for our clients. Professionally we invest, teach people how to build capital, coach about investments, debt elimination, insurance, business succession, retirement and estate planning. Helping aging parents is one of our most active services.Helping You Achieve Your Goals and DreamsPlanning for your financial future is more than just looking at numbers. To us, it\'s the people and dreams behind the figures that matter the most.As Assante advisors, we can help you gain peace of mind and achieve your dreams for the future. Whether it\'s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we work with you every step of the way.Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.If you are looking for a financial advisor team that will simplify and enhance your life, please contact us for a confidential consultation.
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