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. 

Helping You Achieve Your Goals and Dreams

 

"Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most."

 

With over 25 years working as an advisor, Ken brings a wealth of knowledge to any client situation. Having obtained the Certified Financial Planner CFP® and Certified Executor Advisor CEA designations, Ken enjoys working with clients to navigate through pre and post retirement and estate planning decisions. He takes great pleasure in helping clients achieve their goals and seeing a plan that was put in place 10 years ago being right on track.

 

When not working, Ken is happily married to his wife Darcey and has 2 children. He enjoys the outdoors RVing and off roading, as well as travel in his spare time.

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. Ranked #1 in investor satisfaction among full-service brokerage firms by J.D. Power, you can rest assured your plan will be built with best-in-class investments and continually monitored to keep you on track to achieve your goals. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

For J.D. Power 2021 award information, visit jdpower.com/awards.

 

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Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Kenneth Peters CFP®, CPCA, CEA

CI Assante Wealth Management
Senior Wealth Advisor

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33386 South Fraser Way Suite 101
Abbotsford, British Columbia
V2S 2B5 Canada