Jeremy Hampson, CFP, CLU

Senior Wealth Advisor, Assante Wealth Management

About Jeremy Hampson

Since 1996 Jeremy Hampson has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes. At the same time he has helped redirect over $20M of those taxes through the strategic implementation of philanthropic planning strategies. Having grown up with an intellectually handicapped sister, Jeremy has firsthand knowledge of the challenges and complexities facing families with these specific planning issues. For over 10 years he was a lead sponsor for the YMHA Y-Cycle in Montreal and helped to fund over $1M to build an endowment for the special needs community. Currently he is leading a capital campaign to raise$2M for the construction of a family resource center. Given Jeremy’s passion in this area and his understanding of the many financial limitations charitable organizations face, he has made it a personal objective to help initiate $100M of philanthropic gifting over the next 10 years. Jeremy has written numerous articles for charitable publications such as AMI-Quebec, The Informer and le Centre de Réadaptation de l’Ouest de Montreal (CROM)in which he highlights the issues within this special needs community. Since 1999 he has served on the board of directors of the West Island Association for the Intellectually Handicapped (WIAIH) and is also a member of the Canadian Association of Gift Planners(CAGP).

Typical Clients

Entrepreneurs and Self- Employed Professionals

Business Owners transitioning out of their business

Self Employed individuals looking towards retirement

Families of wealth looking to safeguard their legacy

Families and Individuals with complex tax and estate planning needs

Phailanthropists looking for creative solutions to make a bigger impact