Jonah Angeles

Jonah Angeles

CFP®, BBA
Financial Planner
Assante Financial Management Ltd.

Jonah has been in the financial planning industry since 1997 in the capacity of Executive Assistant and Associate Financial Planner.

She graduated from BCIT with a diploma in Financial Management in 1997 and a degree in Business Administration in 1999. Over the years, Jonah continued to take industry-related courses and became mutual fund licensed in 2005, obtained her Certified Financial Planner (CFP) designation in 2006 and her Life, Accident, and Sickness Insurance licence in 2011.

Over the years, she has gained valuable experience assisting clients with retirement planning, taxes, estate settlements, insurance, and other financial matters.

Insurance products and services are provided by Assante Estate and Insurance Services Inc.

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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