Jeff Hector

Jeff Hector

BA, CPA, CA, FEA
Senior Wealth Advisor
Assante Financial Management Ltd.

You care deeply about your family, your community, and your vocation. I share those values, and work closely with you to balance and strengthen the financial and logistical underpinnings of all three of these major areas of your life.

In particular, I guide families in business, professionals, and executives through major transitions, such as a family business leadership changeover, the retirement of a professional partner, or an executive buyout opportunity. Together, we will craft the best wealth management plan, philanthropic strategy, and business transition plan for you, your family, your community, and your business or professional practice.

My experience as a partner in a public accounting practice and CFO in a large family business before becoming a family business and senior wealth advisor, is enhanced by the support of our whole team to ensure you follow a well-rounded strategy, even through transitional periods, that meets your family, community, and business goals.

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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