Jessica Min

Senior Financial Advisor @CI Assante Wealth Management

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2000 — Present

Senior Financial Advisor @CI Assante Wealth Management

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Toronto, ON, CA

Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning resources available through our sister-companies CI Investments Inc. and United Financial, a division of CI Private Counsel LP.

SKILLS

Strategic Financial PlanningInvestment AdvisoryFinancial PlanningHigh Net Worth IndividualsWealth Management ServicesEstate PlanningInvestment ManagementMutual FundsRetirement PlanningWealth Management

ABOUT JESSICA MIN

Senior Financial Advisor at CI Assante Weath Management

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Jessica Min — Senior Financial Advisor at CI Assante Wealth Management in Toronto, ON, CA | Unifers