Daryl Koroluk, CFP
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.
Jonathan Warner, PFP, CIM
Jonathan joined Assante in February 2017. Prior to joining Assante, Jonathan worked in a business development role at a brokerage and as a banker with the Royal Bank of Canada. Jonathan is a graduate of the University of Victoria and the University of British Columbia and holds a Bachelor of Arts in History and Political Science and a Master of Arts in European Studies.
Jonathan holds the Qualified Associate Financial Planner (QAFP) and Personal Financial Planner (PFP) designations and strongly believes in the benefits of using a comprehensive planning process when addressing the different financial needs of clients. Jonathan has also completed advanced training in Estate and Trust Planning, Retirement Income Planning and Business Succession Planning and is in the process of completing a number of different internationally recognized wealth management designations, including the Certified International Wealth Manager (CIWM) and Certified Financial Planner designation.
As a licensed advisor who holds the Chartered Investment Manager (CIM) designation, Jonathan is well positioned to provide clients with advice and strategies regarding their investment portfolios. Additionally, as an insurance advisor with Assante Estate and Insurance Services Inc., Jonathan is ready to provide comprehensive critical illness, disability and life insurance services to clients to support their personal and professional needs.
Jonathan is passionate about international travel and has had the opportunity to work and study overseas on numerous occasions. Prior to graduate school at UBC, Jonathan studied at the University of Tampere in Finland and also taught English in Kaohsiung, a city in Southern Taiwan. Jonathan is always looking forward to his next adventure and is currently trying to decide between trips to Mexico, Belize and Guatemala or visiting Sicily and Southern Italy.
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