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. 

Daniel Polus

Investment Advisor

Daniel Polus, an Investment Advisor with Assante Capital Management Ltd. has been in the investment industry since 1996. He prides himself in developing relationships with clients for the purpose of achieving wealth creation while placing a strong emphasis on their health and personal well-being.

Originally from Montreal, Daniel was recruited at an early age in track and field for the Canadian olympic team. He is an accomplished athlete and strongly believes that success is a choice in life, and that wealth creation and financial independence are no different.

Daniel believes that following the recipes of the world's wealthiest individuals will allow for the same desired result...financial success. He places emphasis upon the importance of a healthy body and mind in leading a fulfilled life, and works with his clients to achieve this balance.

After graduating from Concordia University with a Bachelor of Commerce Degree, Daniel relocated to Vancouver where he continues his career in the investment industry, an industry for which he has a strong passion and in which he has helped hundreds of clients to achieve their long- term financial and personal objectives. An avid traveler, Daniel has mastered several languages, including English, French and Hungarian.

 

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

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