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

Help your child purchase a home with an FHSA

Mar 15, 2023

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Investing during a market recovery

Mar 15, 2023

Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....

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Split your income to save tax

Mar 15, 2023

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

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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