Our Spire Advisors
We believe that there are three keys to our job that help us work closely with you to develop a long-term, diversified strategy.
First, we must be direct. We work to be knowledgeable about you and your family situation. We work to understand what you want your money to do for you.
Second, we are your guide when you need us. We will help you navigate the many choices you have with your money and show you how to diversify your portfolio to maximize gains while minimizing losses.
Third, it's all about you. We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.
IAN JENNER
SENIOR FINANCIAL PLANNING ADVISOR
Assante Capital Management Ltd.
T. 705.840.6999
Toll Free: 1.855.840.6999
F. 705.840.2576
ijenner@assante.com
1350 Fisher Street, Suite 200
North Bay, Ontario P1B 2H1
JAMIE GEISLER CFP, BA Econ.
SENIOR FINANCIAL PLANNING ADVISOR
Assante Capital Management Ltd.
T. 705.724.2400
Toll Free: 1.833.446.2400
F. 705.724.1988
jgeisler@assante.com
535 Main St.
Powassan, ON P0H 1Z0
TONY SUTEY CFP, FMA, CIM
SENIOR FINANCIAL ADVISOR
Assante Capital Management Ltd.
T. 705.789.0113
Toll Free: 1.800.789.2176
F. 705.789.0426
tony.sutey@assante.com
395 Centre St. N., Suite #300
Huntsville, ON P1H 2P5
TRINA ODD B.B.A
FINANCIAL PLANNING ADVISOR
Assante Capital Management Ltd.
T. 705.724.2400
Toll Free: 1.833.446.2400
F. 705.724.1988
todd@assante.com
535 Main St.
Powassan, ON P0H 1Z0
LISA FERRY
FINANCIAL ADVISOR
Assante Capital Management Ltd.
T: 705.327.1965
F: 705.327.1935
lferry@assante.com
66 Coldwater St.
Orillia ON L3V 1W5
AMY CRONKWRIGHT
FINANCIAL ADVISOR
Assante Capital Management Ltd.
T. 705.840.6999
Toll Free: 1.855.840.6999
F. 705.840.2576
amy.cronkwright@assante.com
1350 Fisher Street, Suite 200
North Bay, Ontario P1B 2H1
WADE PERKINS CFP
SENIOR FINANCIAL ADVISOR
Assante Capital Management Ltd.
T. 705.746.2131
F. 705.746.7683
wperkins@assante.com
97 James St.
Parry Sound, ON P2A 1T7
ZACHARY ST. CLAIR
FINANCIAL ADVISOR
Assante Capital Management Ltd.
T. 705-724-2400
Toll Free: 1-833-446-2400
F. 705-724-1988
zstclair@assante.com
535 Main St.
Powassan, ON P0H 1Z0