Josie Madunic

Josie Madunic

Financial Planner
Assante Capital Management Ltd.

Josie was born and raised in Vancouver, attended Notre Dame High School and graduated from the University of British Columbia in 1990 with a Bachelor of Arts (Psychology) degree. After traveling Europe for a year, Josie returned to Vancouver and worked in a variety of positions with increasing responsibility at a regional securities firm. After accepting an executive assistant position with Don in 2000, Josie became securities licensed in 2006, life licensed in 2009 and earned the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council in 2010. She subsequently went on to receive her Certified Professional Consultant on Aging (CPCA) designation in 2010. In 2013 Josie accepted a partnership with Proteau Financial Group. Josie is in charge of client service and finds helping clients achieve their financial goals and desired lifestyle very satisfying.

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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