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 Advisors, 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. 

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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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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A New Era of Disruptive Tech

Aug 25, 2023

Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....

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Kenneth Peters, CFP®, CPCA, CEA

CI Assante Wealth Management Senior Wealth Advisor

Robert Torrance, B.Sc.

CI Assante Wealth Management 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

33386 South Fraser Way Suite 101
Abbotsford, British Columbia
V2S 2B5 Canada