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. 

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

 

Our Beliefs

  • Wealth creates complexity
  • Wealth can be emotionally challenging
  • Clients are best serviced with an integrated and comprehensive wealth planning approach
  • As a result of our experience we can help clients better prepare for critical life transitions
  • Every client is unique

 

 What we Do

  • Provide peace of mind
  • Build the right strategy
  • Help avoid ‘the big mistake’
  • Maximize tax planning opportunities
  • Plan for the expected and unexpected
  • Create good inheritors

 

 How we Do It

  • Investment advice
  • Risk management
  • Tax planning
  • Retirement planning
  • Estate planning

 

 Complete Wealth Planning

Our key role is to help you develop a plan that looks carefully at investment, tax, estate, and risk strategies and to ensure the components are properly integrated with each other. We work closely with your other professionals to ensure that a collaborative approach is taken. Having the advisory team work together effectively is an essential element that enhances the experience and helps to ensure a positive financial outcome.

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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

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada