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

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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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