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

How to pay little or no tax on RESP withdrawals

Sep 26, 2023

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

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Charitable Giving Webinar

Sep 25, 2023

Hear from Karen Hudson of Benefaction, the foundation behind Assante's donor-advised fund, who will touch on how donor-advised funds work and why they might make sense for you and your family....

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Why you should watch out for phishing, smishing and vishing

Sep 19, 2023

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

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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