Russel Jarvis

Russel Jarvis

CFP®
Financial Planner
Assante Financial Management Ltd.

Russel joined the financial industry in 2015. Since, he has worked in a number of roles including loans officer, portfolio management and financial advisor. He is actively working towards obtaining his Life License certification. Russel’s passion is in helping educate families and individuals to build confidence in making financial decisions and to understand the reasoning for a recommendation.

Services offered include comprehensive financial planning, retirement planning, client education, business transitioning, risk management, investment and income strategies, tax preparation and working closely with clients to identify and achieve their goals.

Credentials

  • Certified Financial Planner

About Russel

  • During university, Russel lived in the Okanagan and in his time there, he discovered his interests for winter activities which include snowmobiling and ice fishing.
  • Before entering the Financial Industry, Russel worked as a landscaper and metal fabricator.
  • In his spare time, you may find him hiking or snowboarding at one of our local BC mountains or tucked away in his garage working on his car restoration project.

Direct Line: 604-606-1595

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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