Dundas Valley Private Wealth Counsel

Assante Financial Management Ltd.

Safeguarding your family’s financial future

with complete wealth management services »

Ned Jeric, LL.B., TEP, CFP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Ned works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Ned has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families. Ned joined Assante Private Client in 2013 after practicing estates law at a boutique law firm specializing in estate planning and trusts. He has also worked at major financial institutions in both Canada and abroad. His overall professional experience in wealth planning exceeds 18 years. Ned is a lawyer with a Bachelor of Law degree from the University of British Columbia and a Bachelor of Commerce degree from McGill University. He is a member of the Law Society of Upper Canada and he holds both the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP) designations. Ned has also completed a certificate in Family Business Advising from the Family Firm Institute and the Canadian Association of Family Enterprises (CAFE) Family Facilitation Course. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.