The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Brian Clark, CFP

Financial Planner

Clients are always surprised at the simplicity of my financial plans.  In my experience the real challenge lies in seeing the big picture and analyzing all the working parts.  By delivering an approachable plan I help my clients clarify the path to their goals.

I feel lucky to do this work, I get to help people from all walks of life who are doing good in the world.

I help young professionals balance their long-term goals with their day-to-day choices.  I help mature couples confirm that their diligence has paid off and they're ready for that next stage of life.  I help others to explore the ramifications of major decisions like a career change, a return to school, or a major purchase.

In my previous career as a golf professional I learned to listen to my students and tailor a plan to meet their individual goals as a golfer.  In many ways this still describes my work, but instead of scrutinizing golf swings, I’m analyzing cash flows and economic climate since 2002.

It's tremendously fulfilling to help my clients make good decisions for their goals and circumstances.  I know I'm successful when money becomes a positive influence in their lives and in the world.

If you could use a financial guide, contact me today for an initial no-cost, no-obligation "get acquainted" meeting.

(778) 940-5918 or

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



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Office Address

1631 Dickson Avenue Landmark 6 - Suite #1100
Kelowna, British Columbia
V1Y 0B5 Canada