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. 

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, looking after an elderly or disabled family member, fulfilling a lifelong ambition, paying less tax, gaining financial clarity during the breakup of a relationship, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build 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.

 

Cathie Hurlburt, R.F.P., FMA, CFP, CLU®, CHS

Senior Financial Planner
Chartered Financial Divorce Specialist

Cathie’s primary role is to help her clients understand their options, and to guide them, with the wisdom of experience, in the direction that will take them where they want to go.

"Financial planners do much more than manage your investments; our real value is in our advice. We look ahead to see what's coming next, and divide the preparations into manageable chunks. We also ask, “What are the potential consequences – good and bad – of your options?” Oh, and before you make a decision, call me first."

A compulsive explainer, Cathie writes everything down on a big Smart Board in her office, shows clients websites, graphs and charts, and won’t let them leave until she really believes that they “get the whole picture”!

She has a particular interest in helping people through life transitions, especially divorce, which can be fraught with emotions, challenges and difficult choices.

She says that the value she and her team provide is “the understanding of what details to pay attention to and how to prioritize them, what to discard; to see what possibilities exist, to figure out how the various pieces of information connect, and to separate facts from emotions.”

She also adds, “Sadly, wisdom doesn’t always come along with information!”

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Cathie Hurlburt

Cathie Hurlburt R.F.P., FMA, CFP, CLU®, CHS

Senior Financial Planner
Chartered Financial Divorce Specialist

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

800-650 West Georgia St.
Vancouver, BC
V6B 4N8 Canada