Planning for the future can be challenging. We help turn challenges into opportunities.

 

Building a financial plan to secure your future is challenging when you don't possess the financial knowledge, and finding an advisor you can trust with your money is no easy task.

The PermaWealth team knows how these challenges can take a severe toll on your emotional and physical well-being. We believe planning for your future need not be stressful. If you're feeling confused about who or what you need to achieve your financial goals, you're at the starting line. Now, let's begin.

Our PermaWealth Group Values: 

Through successful financial planning and implementation, our clients thrive. We bring these core values to the process:

 

Positivity

Financial planning and management involve facing your fear of risk--and that can be scary! An optimistic mindset helps overcome the emotional challenges that will inevitably arise as the market changes. Having a well-crafted plan and strategy enhances this mindset. Positive relationships help increase overall well-being and foster an optimistic attitude, which is crucial for responding positively in times of uncertainty.

 

Engagement

Financial planning is so much more than account statements and online apps. We focus on providing more to our clients. That's why we regularly hold client education and appreciation events, conduct client surveys, and listen to your feedback.

 

Relationships

Many of our client relationships span decades and generations. We deeply value the trust our client families place in us, so we're here to support you, no matter what challenges arise.

 

Meaning

Ultimately, it is not about the numbers. However you find meaning, we are here to help you.

 

Achievements

Don't you love that feeling of satisfaction when you achieve a challenging goal? We can't guarantee you will obtain all your life goals, but we can guarantee our commitment to helping you achieve them.

Our commitment to our clients

Our mission is to enhance our clients' financial peace of mind, and we want you to feel comfortable throughout our time working together. That's why we will be available, listen to your feedback, and communicate the technicalities of financial planning in a way you understand.

Our vision is to solve financial complexity for each client to help achieve their unique desired lifestyle. Your PermaWealth advisor is committed to helping you:

  • Simplify the technicalities of financial planning
  • Reduce your financial stress
  • Help you feel confident and optimistic about your financial future

Don Proteau, B.Comm., CFP®, CIM®

Senior Financial Planner

For more than three decades, Don has helped his clients achieve their financial and life goals.

Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia, graduating with a Bachelor of Commerce Degree.

After two years in the commercial real estate industry, he decided financial planning was his vocation. Early in his career, Don also earned the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager designations. 

Working mainly by referral, Don built his practice on earned trust and consistent service as his clients’ lives evolve.

With his busy spouse, Kim, he pursues a life of family connection and travel. Recreational activities include long-distance rides on his BMW motorcycle, playing hockey, and skiing. 

Josie Madunic, BA, CFP®, CPCA

Financial Planner

Josie was born and raised in Vancouver, attended Notre Dame High School, and graduated from British Columbia with a Bachelor of Arts (Psychology) degree.

After travelling Europe for a year, Josie returned to Vancouver and worked in various positions with increasing responsibility at a regional securities firm. Josie found working directly with clients more fulfilling and consequently decided to join Don's team to achieve that aim. In addition to being securities licensed, Josie earned the CERTIFIED FINANCIAL PLANNER® designation and became a Certified Professional Consultant on Aging (CPCA). Josie works in close partnership with Don within the PermaWealth Group and excels at client service. Josie enjoys personal connections with clients while helping them achieve their financial goals and desired lifestyle.

Brant Taylor, CFP®, CLU®, R.F.P.®, CEA

Senior Financial Planner

For over Twenty-five years, Brant has specialized in providing comprehensive wealth management to self-employed or retired clients. Although his practice is primarily in British Columbia, he has clients across the country. Brant routinely deals with situations where the level of complexity is high. He enjoys the intellectual challenge of finding solutions and designing strategies that allow his clients to tackle their challenges head-on.

Brant understands what his clients want out of life, for themselves and their families. He recognizes that more than technical expertise and knowledge are needed to achieve the best possible outcome. Brant takes the time to understand his clients as unique individuals and their aspirations for themselves and their families.

 

 

Our Connection to CI Assante Wealth Management

The PermaWealth Group is located in the Assante Vancouver Center branch. CI Assante Wealth Management is one of Canada's largest wealth management firms, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020. Canadians trust Assante for a reason--we were ranked #1 for customer satisfaction and wealth management by JD Power in 2021.

Take the First Step to Secure Your Future Today

Whether you need unbiased portfolio management, insurance, tax, or estate planning, your PermaWealth advisor has you covered. Book a call with us today.

 

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