Building and Protecting Tax Efficient Wealth

Our clients view us as a gateway to the industry’s top money managers and guardians of hard earned savings.

We aim to simplify and coordinate the main areas that make up your financial life: accounting, legal, insurance and investment planning. Assante has a world class offering of financial services and provides us with the resources to ensure you are well advised.

You can expect objective and professional advice with a focus on providing clarity and confidence. We are a dedicated, caring and family oriented practice.

   

 

David Gemmell, CFP

Financial Advisor

After graduating from the University of Calgary in early 2006, David jumped at the opportunity to work in the financial services industry.  From day one, he has focused on providing comprehensive financial expertise with a keen eye for growing and protecting tax efficient wealth. 

David moved from Calgary and joined the Assante team in Victoria in September of 2011.  He brings particular expertise in portfolio analysis and risk management, along with new perspective on navigating today’s volatile markets. 

David and his wife Kristina have two adorable children (Isla and Jack) who are forces of nature!  When not changing diapers, you will find David playing recreational sports or sneaking off to a local lake for some trout fishing. 

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....

Read more

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....

Read more

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....

Read more

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. 

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

4430 Chatterton Way Suite #201
Victoria, British Columbia
V8X 5J2 Canada