Avinash Gopichand, CLU®
Avi has quickly established himself as a reliable Wealth Advisor by assisting clients with detailed planning and budgeting for their life goals. He has created an in-depth cash flow method that helped his clients minimize their debt by providing a thorough financial, insurance, and estate plan. As Wealth Advisor with Assante Capital Management Ltd., and an Insurance Advisor with Assante Estate and Insurance Services Inc., Avi has fulfilled his goal of helping others. He takes pride in his customer service skills and has knowledge of the financial industry where he offers holistic and comprehensive advice to his clients.
He is pursuing his CERTIFIED FINANCIAL PLANNER® designation. He has a Bachelor of Commerce degree (Honours) with a major in Finance. He has also achieved his Life License Qualification Program certification and CERTIFIED LIFE UNDERWRITER (CLU®) designation which is considered to be an elite status for professional financial advisors. Avi can assist individuals, business owners and professionals in risk management, wealth creation and estate planning.
Avi grew up in Markham, Ontario while his parents were born in Guyana. He loves to spend time with family and friends, supporting the Toronto sports teams playing competitive soccer and softball and going to his family cottage, which is in Prince Edward County.
Julia has over 5 years of experience as an Administrative Assistant at Assante Capital Management Ltd. She also has over 12 years of experience, as well as oversight, of administrative support as an Executive Assistant and Office Manager in numerous industries such as Real Estate, Real Estate Development, Architecture and Design.
In 2019 Julia completed the Leadership in Administration Program, an Initiative for Women in Business with Rotman School of Management at the University of Toronto. Julia is currently working on her Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) with the Canadian Securities Institute.
With Julia’s unique experience and work background, she takes pride in her ability as a relationship builder and problem resolution expert with excellent experience and skills in her work.
Julia was born in Melfort, Saskatchewan while her parents were born in Poland. Julia enjoys spending time with her family and friends, travelling, cooking and entertaining as often as she can.
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