Catherine Jones of Assante Wealth Management is part of this year's Wealth Professional Canada's Host List.
CATHERINE JONES
Assante Wealth Management
When it comes to wealth management and safeguarding their financial future, the average person needs guidance. It’s how advisors earn their living, after all, but even with a professional explaining the do’s and don’ts of investing, it can be a lot to take in. Catherine Jones’ e-book, The Taxmaster, released last year, is a comprehensive guide to wealth management for investors of all levels. Tackling such topics as “low-cost, Nobel Prize-winning strategies to build a ‘rock solid’ portfolio,” and “how to leave a legacy for children or charity,” the book is a great introduction to an often complex industry. In her day job, Jones, a Certified Divorce Financial Analyst, devotes herself to enhancing financial awareness and education for women, especially those in transition.
Assante Wealth Management
When it comes to wealth management and safeguarding their financial future, the average person needs guidance. It’s how advisors earn their living, after all, but even with a professional explaining the do’s and don’ts of investing, it can be a lot to take in. Catherine Jones’ e-book, The Taxmaster, released last year, is a comprehensive guide to wealth management for investors of all levels. Tackling such topics as “low-cost, Nobel Prize-winning strategies to build a ‘rock solid’ portfolio,” and “how to leave a legacy for children or charity,” the book is a great introduction to an often complex industry. In her day job, Jones, a Certified Divorce Financial Analyst, devotes herself to enhancing financial awareness and education for women, especially those in transition.
