Transparency and accountability from your financial professional.
Jim Thornton is a Wealth Advisor working with corporate professionals, with a strong focus on helping them transform their future and achieve their personal financial goals.
Let my passion for finance help you attain your financial goals. I work tirelessly to drive results for my clients.
Let my passion for finance help you attain your financial goals. I work tirelessly to drive results for my clients.
Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?
Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?
New challenges
Chances are you are fighting fires and dealing with new challenges that come with a corporate management position.
Working around the clock
Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedoms and goals.
Work longer than expected
As a result, many professionals end up working more years than they planned to before retirement.
Have you thought about the following?
Corporate professionals need to take the time to answer some important questions that will ultimately determine their retirement preparedness.
If you lost your job today (executives have the highest churn), how much in savings do you have and how does this impact your retirement plan?
Do you know if your company supports flexible investing which is becoming more popular in many company-sponsored retirement plans today?
Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn such as the one from 2008 or the COVID recession?
Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?
Everything starts with a conversation.
To solve these and many other retirement related problems, contact Jim directly. Nothing is cookie-cutter. After a free no-obligation strategy session, Jim can help you attain your goals faster ultimately helping you retire when YOU want.
Assante Capital Management Ltd.
Assante Capital Management Ltd. (“ACM”) is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Stocks, bonds and mutual funds are provided through ACM. Only those services offered through ACM are covered by the Canadian Investor Protection Fund. Insurance products and services are provided through Assante Estate and Insurance Services Inc. For more information, please visit www.assante.com/legal or contact our office for further clarification.