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

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....

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Borrowing to invest

Sep 09, 2021

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

Sep 09, 2021

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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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