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. 

Dave Pundick, CFP

Investment Funds Advisor

Dave Pundick has provided his clients with straightforward and tailor-made investment advice since 1996. Whether clients are still in their accumulation years or retired, Dave helps them understand precisely where they stand, developing goals and a roadmap to confidently achieve them.

Along with his team, Dave provides a hands-on approach to understanding a client’s goals and retirement expectations. Together they develop strategies that have a broad range of options—an approach that ensures flexibility and sound financial management in an often unpredictable economy. The team also provides solutions and strategies for private businesses and individuals to assist with wealth accumulation and personal cash flow.

Passions and Involvement

Dave is an avid cross-country runner, and coaches his local minor hockey, volleyball and softball teams. With his family, he helps in the fundraising efforts of the Surrey Food Bank.

Recent Posts

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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Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Dave Pundick CFP

Investment Funds Advisor

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

1777 West 8th Ave
Vancouver, British Columbia
V6J 1V8 Canada