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.

 

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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

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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

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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

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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

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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

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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