Professional Panel – Charitable Giving Strategies - October 19, 2021 

Charitable giving is important to our clients, and it was a pleasure to be invited as a panelist on the topic for the Assante Professional Development day. Discussing ways that individuals and families can come together to support their favorite charities is one of the most meaningful conversations that we have with our clients.  

 

Tremendous day on the links for a tremendous cause! - August 25, 2021  

The members of Beach Grove Golf Club and corporate sponsors Assante Wealth Management (Rich Widdifield and Jon Hwang) and Hunter Litigation Chambers helped raise a record breaking $12,900 for Delta Hospital and Community Health Foundation in this one-day event.  Special thank you to Delta Hospital and Community Health Foundation Executive Director Lisa Hogland and Annual Giving Manager Shari Barr, and Beach Grove Golf Club Head Professional Brent Derrheim for their valued contributions in making this event such as success!  

 

Supporting our local Surgical Department - June 5, 2021 

Thank you Assante Wealth Management for being a sponsor of the Century Group Delta Health Hybrid Classic. We had a great day participating in the event which helped to raise critical funds for the busy Surgical Department at Delta Hospital. 

 

Thank you to our phenomenal local charities - December 15, 2020 

Despite what has been an incredibly difficult year for everyone, we are very grateful for another successful year within our business, and as always, we appreciate the trust, support, and confidence our clients have put in us being their primary advisor. With that in mind, we are giving back by making donations to 4 charities that we know always do great work in our community. We made the following donations; $2,500 to the Royal Columbian Hospital Foundation, $2,500 to Power To Be, $2,500 to the Greater Vancouver Food Bank, $5,000 to the Boys and Girls Club of South Coast B.C. We are also donating an extra $100 to The Greater Vancouver Food Bank as we received a Charity Gift Card through Canada Help as a gift from a client. I had never thought of that as a gift for someone, but what a great idea!! 

 

We love where we work - December 1, 2020 

We are lucky to be part of such a terrific branch! Our West Pender Assante branch has redirected a portion of the money that is not being spent on our staff Christmas Party this year to a donation to 2 charities.  Our group donated $2500 to the Greater Vancouver Food Bank as well as $2500 to Union Gospel Mission.  Our staff at Assante Vancouver West Pender personally donated an additional $1500 to Union Gospel Mission to bring that total to $4000 from our branch!! 

 

Great day for a great cause - August 26, 2020 

2020 has proven to be a challenging year for many non-profits and charities as the global pandemic and social distancing measures have cancelled countless numbers of fundraising events.  This Beach Grove Golf Club Corporate Wednesday Men’s Night golf event helped benefit Delta Hospital and the Delta Hospital & Community Health Foundation during these challenging times, raising a phenomenal $10,167!  Congratulations to the members of Beach Grove Golf Club, its staff, and all volunteers and participants for stepping forward to support our community and local hospital.  Pictured are Delta Hospital and Community Health Foundation’s Annual Giving Manager Shari Barr and Major Giving Manager Jodi Stokes, Jon Hwang of Assante Capital Management Ltd., the event’s title sponsor Randy Kaardal of Hunter Litigation Chambers and myself. 

 

We love talking about philanthropy! - November 15, 2019 

We had a great day presenting at the Royal Columbian Hospital on the topic of Philanthropic Planning along with Cheryl Norton Regional Vice President of Assante Wealth Planning. It was an honor to meet so many of the hospital’s incredible doctors and to discuss a topic we are so passionate about!      

Wealth planning services are provided through the professionals of the Wealth Planning Group at CI Assante Private Client, a division of CI Private Counsel LP. 

 

The future of hockey is bright - July 1, 2018 

Educating others on financial literacy is a lifelong passion. We had the pleasure to do just that when we met with up-and-coming NHL prospects in Edmonton, Montreal and Kelowna. We presented on the unique financial challenges professional athletes and their families face once they become part of the NHL. It was a pleasure to meet our hockey community and their families! 

 

Making the Cut - June 9, 2018 

We had a great time participating in the Royal Columbian Hospital Foundation’s Making the Cut annual golf event. The event brought together some of the hospital’s top surgeons, doctors, nurses as well as business people, community leaders and more! We were happy to help raise funds for the hospital allowing them to purchase new equipment and support some of the province’s most critically ill and injured. 

 

Supporting young athletes on the ice January 9, 2018 

Hockey, a sport we love to play, watch and champion! Our local community has terrific young athletes, and we were proud to support the South Delta Pee Wee A1 Hockey Tournament Showcase. Go South Delta go!