The advice you need when you need it

We’re our clients’ trusted partner when it comes to their financial wellbeing. We provide each client with comprehensive wealth management plans designed to meet their needs and achieve their goals. We’re with them every step of the way as they navigate important life decisions, from building wealth in the prime of their careers, to realizing their dream retirements, to navigating estate planning.

Rod Abbott, CFP, CH.F.C.

Financial Advisor

Rod is a Certified Financial Planner® with over 35 years of experience. Many individuals have benefitted from his presentations on increasing retirement income, reducing tax, and effective estate planning. He has written for Prime Life magazine and has been quoted in the Victoria Times Colonist. Rod has served on the boards of Lambrick Park Church, the Vancouver Island Chapter of the Canadian Association of Gift Planners and SALTS (Sail and Life Training Society), chairing the latter for two years.

He began his financial career with his father Bill Abbott in 1985 and for the past three years has enjoyed bringing his own kids, Liam and Charlotte into the business. Family is the driving force in Rod’s career and personal life and he understands first hand the need for quality financial, retirement, legacy and estate planning. He enjoys having meaningful, long-term relationships with his clients and coaching them through all of life’s ups and downs. He is the friendly guide you want by your side as you plan your financial future. 

Rod calls Cadboro Bay home, with his wife Tricia and two miniature dachshunds. With the recent addition of Wyatt, Ellie, Jayla, and Jace, they are also enjoying the next chapter of their lives as grandparents. When not in the office, Rod can be found reading a good book, ballroom dancing with his wife, golfing or exploring the West Coast on his boat.

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Rod Abbott CFP, CH.F.C.

Financial Advisor

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

4430 Chatterton Way Suite #201
Victoria, British Columbia
V8X 5J2 Canada