Integrated Wealth Planning for Businesses and Families

We specialize in assisting:

Wealth Builders

  • Business Owners
  • Professionals

Families of Wealth

  • Families in Transition
  • Retirement
  • Succession Planning
  • Wealth Transfer
  • Separation

Families in Retirement

  • Tax Effecient Income
  • Estate Planning
  • Capital Preservation

 

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. 

Debbie Perepolkin (Pereversoff), CFP

Financial Planner

Debbie started her career in financial services in 1979, working at Kootenay Savings Credit Union and then the Nelson & District Credit Union.  She branched out as a General Insurance agent with BCAA until 1997, before evolving into her career as a Certified Financial Planner professional. 

Debbie is the co-founder of The Affolter Financial Group Inc. which she established with her business partner, Tim Affolter in 1998.  Over the past twenty years, Debbie has provided comfort, clarity and a down-to-earth approach with her clients, as they transition into retirement.  Not only is she a financial planner, she has also taken specialized courses to obtain her CPCA designation (Certified Professional Consultant on Aging) – to be more sensitive and aware of the needs of her senior clientele.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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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....

Read more

Debbie Perepolkin (Pereversoff) CFP

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

1127 4th Street
Castlegar, British Columbia
V1N 2A8 Canada