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. 

Suhel Popatia, CFP®, BSc

Senior Wealth Advisor

Since 1998, Suhel’s wealth management practice has focused on taking charge of and managing the unique and complex financial needs of business owners, executives, incorporated professionals, and their families. Suhel works closely with his clients to simplify and enhance their lives by providing the knowledge and confidence they need to make well-informed financial decisions.

Suhel’s approach revolves around integrating life management services with prudent wealth creation and wealth preservation strategies. Suhel assists clients with personal and corporate tax minimization, and with planning for the ultimate transfer of their wealth to future generations using advanced insurance and estate planning strategies.

Suhel is a member of The Financial Planner’s Standards Council of Canada and The Professionals’ Alliance, through which his clients access extended services such as legal, trust, notary, accounting, banking, mortgage brokerage, realty, property insurance, and related services. Suhel is also a member of CICEA (Canadian Institute of Certified Executor Advisor).

Licensed in the provinces of B.C., Alberta, and Ontario, Suhel provides his clients access to a broad spectrum of investment options and insurance solutions offered by the largest investment and insurance companies in Canada. These services are provided through Assante Capital Management Ltd. (member of The Canadian Investor Protection Fund and of The Investment Industry Regulatory Organization of Canada), and Assante Estate and Insurance Services Inc.

With over $43 billion of assets under administration, Assante is a leader in managing wealth and in building prosperity for Canadian families and businesses. Suhel is an 11-time recipient of Assante's esteemed Chairman's Council Award in recognition of his top-tier service and performance excellence.

Suhel's community commitments have included volunteering with The Aga Khan Economic Planning Board for B.C., a denominational institution whose mandate is to improve the economic lives of its constituents. His primary role involved conducting educational sessions on financial prudence and well-being. Suhel recently completed a 3-year appointment to The Aga Khan National Economic Planning Board for Canada, where he assisted with formulating policy and strategy for the betterment of the economic lives of constituents across Canada. Suhel also supports The B.C. Children's Hospital Foundation, The Aga Khan Foundation Canada, The Boys and Girls Club's Christmas Hamper Charity Drive, and The Aga Khan Development Network's World Partnership Walk.

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Suhel Popatia CFP®, BSc

Senior Wealth 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

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