Ross is a graduate of the University of Western Ontario, with a Bachelor’s degree in Administrative & Commercial Studies. He has been involved in the financial services industry since 1975-and since 1983 as a financial advisor. He holds the Certified Financial Planner (CFP), Registered Financial Planner (R.F.P.), Canadian Investment Manager (CIM) and The Fellow of CSI (FCSI) designations.
Ross is currently a member of the IAFP (Institute of Advanced Financial Planners) and the RIA (Responsible Investment Association). He is also past-President of the Canadian Association of Financial Planners (Southwest-Ontario Chapter).
Ross’ passion is to encourage clients to learn about and participate in responsible investing. It is his sincere belief that if investors better understood some of the greater issues and implications of their investment decisions, they would want to ensure that all investing was done on a responsible basis.
Ross is able to offer investment products through Assante Wealth Management and insurance products and services are offered through Assante Estate and Insurance Services Inc.
- Financial planning
- Insurance & risk planning
- Taxation planning
- Investment management
- British Columbia