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.
Rhonda Olsen, CFP®, EPC
Rhonda Olsen joined our team in November 2020 as a Financial Planner. With more than 15 years of experience in financial services, Rhonda started her career in the banking industry and transitioned to Wealth Planning after completing her Certified Financial Planner (CFP) designation in 2014. She believes in lifelong learning and has also earned her Elder Planning Counsellor (EPC) designation and is licensed with the Insurance Council of British Columbia.
Rhonda works alongside David to provide an integrated approach to wealth planning for families including investments, insurance, tax, retirement, and estate planning.
In her spare time, you’ll find Rhonda hiking through the woods or spending time with family and friends.
Associate Financial Advisor
Emily Yau joined our team in July 2014 as our office service support assistant and has moved into the current role of Associate Financial Advisor. While being highly organized, she has exceptional attention to detail, enjoys interacting with clients and providing superior service. Emily has an extensive background with over 15 years of experience in customer service and a Bachelor of Arts degree from the University of British Columbia.
Having grown up in the Lower Mainland, Emily enjoys much of the West Coast such as the local hiking trails and beaches. She is an avid reader and enjoys the culinary arts.
Melanie joined our team in 2010, bringing over 15 years of administrative experience and expertise in the field. In 2016, Melanie became our Paraplanner and serves our clients by assisting with the analysis and development of comprehensive financial plans. Prior to joining our team at Assante, Melanie gained valuable analytical and planning experience excelling in her role as a bookkeeper. Melanie graduated from Okanagan University College with distinction in Office and Legal Administration.
Melanie lives with her family in Coquitlam. In her free time, you can find Melanie enjoying the outdoors or training for a half marathon.
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