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.
SENIOR MUTUAL FUND ADVISO
After completing his Bachelors and Masters degrees, Paul worked in public service and taught at Malaspina College. He then moved to this business 18 years ago. As business partners, they focus on complementing each other’s strengths to provide superior service to their clients. Paul has a special interest in client education, family investment and estate planning, Wills and wealth transfer.
Maisa has been working with Victor and Paul for over 13 years. Maisa has a Business Administration Degree that was completed in Argentina, and has extensive business experience. Along with being the Branch Manager, she aims to provide personal and efficient client service, and is the liaison with the investment companies and Assante Wealth Management head office. In her free time, she enjoys scuba diving, surfing, skiing and hiking with her husband in beautiful Vancouver Island.
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