Our Team

Jan Russel - President/Financial Advisor

Jan T. Russel, CFP, CLU, CH. F.C.

President – Russel Financial Services
Financial Advisor – Assante Capital Management Ltd.

Jan graduated from the University of Western Ontario in 1981. He entered the financial services industry in 1988 with Sun Life 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.

(416) 493-9859 ext 23 | |

Evan Clarke - Financial Advisor

Evan Clarke, CFP, CIM

Financial Advisor – Assante Capital Management Ltd.

Passionate about empowering individuals and families, Evan works closely with his clients to provide tailored financial planning and investment management services to help them reach their goals and achieve financial independence.

Evan is a Certified Financial Planner® which is recognized internationally as the gold standard in financial planning and he is one of the 15% of CFP practitioners in Canada under the age of 35. Evan is also a Chartered Investment Manager® capable of providing discretionary portfolio management services.

Evan was a Financial Advisor at CI Investments’ head office in Toronto where he advised CI employees nationwide and is currently working towards obtaining his Life Insurance license.

Evan enjoys spending time with his wife and son and running around the Mount Albert community with his Australian Shepherd. In his spare time, Evan enjoys playing piano, drums, and guitar.

(416) 493-9859 ext 26 | |

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