Peggy Macrae | Shawn Purcell

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. 

Welcome                                                                                                               

Our strength and differentiation lies in our consultative and collaborative approach we take with our clients and their key advisors.  We view our clients as our partners and together help them organize their financial lives and make the right wealth planning choices for themselves and their families.  Working with a small number of affluent client families we provide a high quality wealth management experience to preserve wealth and mitigate tax.                                                                                 
As our clients’ key wealth advisors we help in all aspects of their lives whether it’s planning for retirement, the sale of a family business or the efficient transfer of wealth from one generation to the next.   

Click here to view 50 Ways We Make a Difference

For more information please browseour site and contact us today to see how we can help.

 

 

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

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada