Assante West Pender

At Assante West Pender, our 25 professional advisors draw on their collective knowledge and experience to help clients with all of their wealth planning needs.  This includes retirement planning, investment solutions, tax and estate planning, and insurance strategies.  We believe every client is unique and benefits from a tailored wealth plan specific to their situation.

We are supported nationally by the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP., a team of professionals including lawyers, tax accountants, and financial analysts.  Together we help ensure you make the right decision about your wealth and build the future you desire. Our guidance is based on our core values of integrity, passion and professionalism, and we partner with you to understand your specific needs in order to simplify and enhance your financial well-being.

Assante West Pender is one of the largest branches across the Assante network  and is backed by the corporate strength of Assante Wealth Management and its parent company CI Financial Corp.

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. 

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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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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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