About Us

In a Nutshell

We prioritize client service by giving our clients customized plans based on their unique financial objectives. Our proven track-record of expertise in Wealth, Insurance, Estate and Retirement Planning is delivered promptly in plain language with no hidden fees.

Mission Statement

Our mission is to provide a financial roadmap for our clients, which outlines recommendations and a plan of action to achieve financial security and independence.

Our History

Russel Financial Services was originally established as James B. Russel Ltd. in 1948 by James B. Russel, and is now carried on by his son, Jan Russel. With over 50 years of serving clients we have helped families and corporations build and preserve wealth for future generations.

In 2007, Jan joined Assante Wealth Management a wealth management firm with a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses.

Jan Russel

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Jan Russel is the President of Russel Financial Services. He graduated from the University of Western Ontario in 1981. Jan entered the financial services industry in 1988 with SunLife of Canada. Jan holds designations as a CLU, CH.F.C and CFP. He also recently received a certificate as a tax specialist. Jan’s practice has been built over the last 27 years by providing consistent service, informed advice and dedication to his clientele.

Jan provides mutual funds and government bonds through Assante Capital Management Ltd. a registered investment dealer and a leader in wealth management whose mission is helping to build prosperity for Canadian families.

In his spare time Jan likes to spend time with his wife and his three children. He has served on the committee responsible for the growth of the Canadian Association of Family Enterprises (CAFE) and is currently a member of The Alternative Board, an association for small business enterprises dedicated to helping small business grow and prosper.

Seminars

Jan has conducted numerous seminars throughout his career on topics such as “Estate Planning” and “Retirement Planning & Tax Free Savings Account (TFSA)”.


Definitions and Descriptions

CLU – Chartered Life Underwriter is Canada’s premier wealth transfer and estate planning designation, which is internationally recognized in the financial services industry. It provides me with the knowledge and confidence to provide clients with wealth transfer and estate planning advice

CFP – Certified Financial Planner is an individual who is dedicated to the highest level of professionalism in providing financial planning advice

Russel Financial Services is an outside business activity that may offer non-securities related insurance products and services. Any specific investment recommendations provided by Jan Russel must be done through Assante Capital Management Ltd. Although Assante is not responsible for any service or product supplied through Russel Financial Services Assante will monitor for conflicts of interest and complaints related to this company. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.

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