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. 

John Lunam, CFP

Financial Planner
Insurance Advisor

With over 25 years of industry experience, John and his team provide clients with a “Personal Chief Financial Officer (CFO) “approach to help handle the complexities of investment and wealth management. The Personal CFO process keeps clients’ time free to focus on other important life goals.

John has attained the Certified Financial Planner (CFP) designation regulated by the Financial Planners Standards Council. This organization fosters professional standards in personal financial planning to ensure the public values, has access to, and benefits from competent and ethical financial planning.

Prior to entering this profession, John received a Bachelor of Education from Simon Fraser University, and taught school for 4 years before going on to build his own business focused on real estate.

John enjoys spending time with friends and family, primarily through the outdoors. His primary hobbies are skiing, playing tennis, hiking, sailing, and dancing. What John enjoys most about his work is helping people and making a difference in their lives.

 

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

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Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

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John Lunam CFP

Financial Planner
Insurance 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

1788 West 5th Avenue Suite #415
Vancouver, British Columbia
V6J 1P2 Canada