"Taking care of families in business and the business of family."

The services we provide are custom-fit for your own family’s wealth and family business priorities, values, and needs.

Your goals might include growth-activities such as family wealth growth or family business development; transitional planning for significant family life stages such as changing your home or doing next-stage planning for developing your family business' future leaders; or establishing a long-term sustainable asset plan for the duration of your retirement years or creating a plan for your family business that allows you to reduce your daily responsibilities while empowering and enabling the next generation to take on new leadership roles.

Whether you are an executive or professional whose needs are primarily family-oriented, a family business owner who needs to incorporate the family business into your overall financial plan, or a retiree who seeks to get the most out of your hard-earned assets, our team has the skills, training, credentials, and experience to help you craft an intelligent plan that will guide your wealth and enjoyment decisions both now and in the future.

To determine if our service options will serve your family’s and/or family business' financial needs, please call our office at (604) 678-3003 or visit our website at:

http://www.legacyfamilyoffice.ca

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. 

Jeff Hector

Financial Advisor

The services we provide are custom-fit for your own family’s wealth and family business priorities, values, and needs.

Your goals might include growth-activities such as family wealth growth or family business development; transitional planning for significant family life stages such as changing your home or doing next-stage planning for developing your family business' future leaders; or establishing a long-term sustainable asset plan for the duration of your retirement years or creating a plan for your family business that allows you to reduce your daily responsibilities while empowering and enabling the next generation to take on new leadership roles.

Whether you are an executive or professional whose needs are primarily family-oriented, a family business owner who needs to incorporate the family business into your overall financial plan, or a retiree who seeks to get the most out of your hard-earned assets, our team has the skills, training, credentials, and experience to help you craft an intelligent plan that will guide your wealth and enjoyment decisions both now and in the future.

To determine if our service options will serve your family’s and/or family business' financial needs, please call our office at (604) 678-3003 or visit our website at:

www.legacyfamilyoffice.ca

Recent Posts

The Case for Equities

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Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

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Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

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Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Jeff Hector

Financial Advisor

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

15288 54A Avenue Suite #310
Surrey, British Columbia
V3S 6T4 Canada