Jim Durnin – Assante Wealth Management
CI Assante Financial Management
After working in the computer industry for 14 years, Jim Durnin made the leap into wealth management in 1994. Today, he heads up a holistic financial planning and investment practice where he and his team help clients accumulate wealth and move forward financially.
Aside from continuing to improve his practice and fight against what he sees as a broad industry push toward commoditization, Durnin is addressing the continuing challenges of COVID-19 through a three-pronged approach that includes team safety, client safety and business continuation.
"My team and I have significantly reduced in-person client meetings and utilized technology tools like Microsoft Teams or Zoom to provide solid contact with our clients,” Durnin says. “My technology background helps me to embrace these newer technologies relatively quickly.”