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. 

Rebecca Whitcher Parry

Financial Advisor

Rebecca is a 2nd generation born & raised Yukoner.  After having completed post-secondary studies at Capilano University, and a short stint bookkeeping in Alberta, her love of the Yukon community and lifestyle called her back home in 2010.  This reunited her with her family and allowed her to reconnect with her now-husband, Mike, causing her roots here to deepen even more.

Rebecca’s experience in the Financial Services industry began in 2006, and she later went on to obtain her Qualified Associate in Financial Planning designation.  She and her team administer in excess of $85,000,000 for over 500 households in Yukon, NWT and BC, with a focus on the client experience, investor education and transparency.  Rebecca has always loved helping others, and it is with this value in mind that she works with clients to help them achieve their goals and build confidence in their financial life.

Rebecca's other interests are vast, including the theatre, performing arts (singing, acting, dancing, etc), camping and fishing.  More than anything, she enjoys connecting and sharing experiences with others.

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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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

4072 4th Avenue Suite #102
Whitehorse, Yukon
Y1A 4K8 Canada