Mr Francois JMJ Asselin
CFP

Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

150 Elgin St
21st floor
Ottawa
ON
K2P 1L4
Canada

Email: francois.asselin@cibc.com
Telephone: +1 613 239 2900
Practice Areas: Charity formation/administration, Cross-border estates, Estate planning/administration, Family business, Family office, Insurance, Philanthropy, Rural family, business and agriculture, Tax, Trust planning/administration, Wills and probate
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Profession:
Estate Planner / Financial Planner / Wealth Management
STEP Qualifications:
STEP Advanced Certificate in Family Business Advising
Firm:
CIBC Wealth Advisory Services
Branch/Chapter:
STEP Ottawa
Committees:
Ottawa Branch Committee, STEP Canada Student Liaison Committee

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