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. 

Margo Veenhoven-Joe, CFP, TEP, B.Comm.

Senior Financial Planner

Comprehensive financial planner for business owners, incorporated professionals and retirees.

Primary Role

To provide a stress free, convenient "one stop shop" for the management of your personal finances.

Fast Facts

Senior Financial Planner
    CFP (1996), BCom (Hons.), TEP
    Member: Advocis, Vancouver Estate Planning Council, STEP
    Clients: Incorporated professionals, business owners, and pre-retirees
    Experience: Trust officer

“Plan ahead for your future and then enjoy life to the fullest along the way,” says Margo.

After working for ten years as a trust officer administering estates, trusts, and agency accounts, Margo has learned the importance of providing trusting, detail-oriented and reliable advice to her clients. As a child of Dutch immigrants who founded the Netherlands Credit Union upon their arrival in Winnipeg, she also believes in the merits of guiding clients through the complex financial world. The variety of her past experiences has helped her to take a wholistic and integrated approach with her clients' corporate and personal financial planning.

Margo develops first class, “tailor-�made” financial strategies for each of her clients. She particularly enjoys challenges that require creative solutions!

On a personal level, Margo carefully balances her time for work, family, recreation and her hobby of watercolour painting. 

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....

Read more

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....

Read more

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....

Read more

Margo Veenhoven-Joe CFP, TEP, B.Comm.

Senior Financial Planner

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

800-650 West Georgia St.
Vancouver, BC
V6B 4N8 Canada