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. 

Rafael Chavez-Alcorta, RIS

Financial Advisor

Rafael Chavez-Alcorta is a dedicated financial advisor with a strong academic background and a passion for empowering clients to achieve financial success. Holding a Bachelor of Science degree in Biology (B.Sc.) and the designation of Responsible Investment Specialist (RIS), Rafael combines his analytical skills with a commitment to socially responsible investing. Rafael is passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey. In his work with small business owners, Rafael helps them navigate the unique financial challenges they face, providing tailored advice and comprehensive planning to ensure their long-term success. Outside of his professional life, Rafael is a devoted family man, happily married, and the proud father of two young children, Esteban and Camilla. Additionally, he is an enthusiastic Zumba instructor, bringing the same energy and dedication to fitness as he does to financial advising. His holistic approach to life reflects his belief in balance, well-being, and continuous personal growth. Whether it’s educating clients on financial success, advising small business owners, or leading a high-energy Zumba class, Rafael is committed to helping others achieve their financial goals.

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Rafael Chavez-Alcorta RIS

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

4211 Kingsway Suite 602
Burnaby, British Columbia
V5H 1Z6 Canada