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. 

Victor Malli, CFP, B.Sc.

Senior Financial Planner
SENIOR INSURANCE FINANCIAL ADVISOR

In addition to graduating from the University of Victoria with a Bachelor of Science, Victor holds the Certified Financial Planner designation (CFP) recognized internationally as the top professional financial planning accreditation.  His core is in retirement & tax planning as well as wealth accumulation. Victor offers tailore

d financial advice and utilizes a variety of products, including insurance. Away from the office, Victor enjoys the company of his two daughters and family. In his spare time, he coaches a high school Girls Volleyball team with his sister, and plays hockey and golf with his friends.

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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Victor Malli CFP, B.Sc.

Senior Financial Planner
SENIOR INSURANCE 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

320 1st. Avenue P.O. Box 430
Ladysmith, British Columbia
V9G 1A3 Canada