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. 

Rod Abbott, CFP, CH.F.C.

Financial Advisor

Rod received his MBA from the University of British Columbia in 1984 and is a Certified Financial Planner®. Many individuals have benefited 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 and SALTS (Sail and Life Training Society), chairing the latter for two years. Rod enjoys being a member of the Vancouver Island Chapter of the Canadian Association of Gift Planners.

Rod lives in Cadboro Bay with his wife Tricia. They have three children, Charlotte, Olivia, and Liam, and two miniature dachshunds, Sherlock and Minnie. With the recent addition of Wyatt, Ellie, and Jayla they are also enjoying the next chapter of their lives as grandparents. When not in the office, Rod can be found golfing, fishing, and exploring the west coast on his boat, Pacific Loon.
 

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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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