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. 

Daryl Koroluk, CFP

Financial Advisor

Daryl has been a financial advisor for 21 years, working with Assante Capital Management Ltd. during his entire career. Prior to becoming an advisor, he was a realtor in Central Alberta for nine years. With his experience in real estate, he incorporates his knowledge into an overall wealth building strategy to help his clients achieve their financial, retirement, and estate goals.

 

Daryl has a Bachelor's degree in Commerce from the University of British Columbia. He obtained his Certified Financial Planner® certification in 2005 and holds an Elder Planning Counselor (EPC) Designation. He is also licensed to deal with life, critical illness, and disability insurance*.

Daryl resides in Vancouver with his wife, Edith, and a Sheltie dog named Shea. He is also a very active cyclist locally and internationally. 

 

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

Recent Posts

Lessons from March’s Bank Run

Apr 26, 2023

How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....

Read more

Fixed Income Commentary

Mar 29, 2023

How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....

Read more

Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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