Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers.  To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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. 

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. 

Daisy Mak, CFP

Financial Planner

Daisy's career in the financial industry began in 1999. She quickly learned that providing financial planning services is much more than just dealing with money. The ability to forge long-term, meaningful relationships based on trust, honesty and integrity combined with the opportunity to help others drew Daisy into the profession.

Daisy completed her Financial Planning Associate Certificate from BCIT and obtained her Certified Financial Planner designation in 2005. In addition to her CFP designation, Daisy is also a licensed mutual funds advisor and life insurance agent.

Many of Daisy's clients have come to think of her as more than their Financial Planner. They reach out to her when they need a confidant, a life coach, a shoulder to cry on, someone who can lend an ear or a trusted friend.

Daisy is dedicated to maintaining a healthy work-life balance. When she is not at the office, she can be found working out or practising yoga at the YWCA, going for a jog with friends around Coal Harbour. Daisy and her family live in Vancouver.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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It Is a Tougher Game When Central Banks Turn Hawkish

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Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

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Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Buy low, sell high—the challenges and opportunities

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It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

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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

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada