Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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.

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. 

David Perkins, CFP

Senior Financial Planner

David Perkins is a financial planner who has proven his ability and dedication to his clients for over 25 years. He helps families simplify their affairs and increase their quality of life through an integrated approach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services.   

David completed his Certified Financial Planner designation in 1998. He believes in continuing education, and has earned industry designations that enhance his ability to deliver exceptional advice. Along with his CFP designation, he has earned his Elder Planning Counsellor and Certified Executor Advisor designations. David has also taught the Registered Retirement Consultant course at Capilano University.

In addition to his work as a Senior Financial Planner, David is recognized for his community involvement - volunteering for charitable and community organizations such as the Canadian Youth Business Foundation and LJ Christmas Manor (current President) - and regularly speaks for community and business groups.

David also served for 9 years on the Board of Directors for a publicly listed company (3 of those years as Chairman of the Board). He chaired their audit committee and served on their compensation and governance committees before stepping down in December 2016.

Whether you would like to discuss your options or start creating your wealth plan today, David will be glad to answer your questions.

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David Perkins CFP

Senior Financial Planner

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