Jason Ferguson

Jason Ferguson

BA, MA, CFP®
Financial Planner
Assante Financial Management Ltd.

Since 2006, Jason has worked with the clients of Doug Leard and Melanie Ferrandi to build and maintain their “lifestyle for lifetime.” He takes an active role in the financial affairs of clients, with a focus on holistic financial planning and tax planning. Jason draws upon his education and experience to ensure that all aspects of clients’ financial needs are addressed.

Jason graduated from the University of Victoria with a BA and MA, is mutual funds and life insurance licensed in BC, and holds the CFP designation.

Insurance products and services are provided by Integrated Planning Group.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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