Peggy Macrae | Shawn Purcell

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. 

Welcome                                                                                                               

Our strength and differentiation lies in our consultative and collaborative approach we take with our clients and their key advisors.  We view our clients as our partners and together help them organize their financial lives and make the right wealth planning choices for themselves and their families.  Working with a small number of affluent client families we provide a high quality wealth management experience to preserve wealth and mitigate tax.                                                                                 
As our clients’ key wealth advisors we help in all aspects of their lives whether it’s planning for retirement, the sale of a family business or the efficient transfer of wealth from one generation to the next.   

Click here to view 50 Ways We Make a Difference

For more information please browseour site and contact us today to see how we can help.

 

 

Recent Posts

CI Global Asset Management Panel Discussion – January 2026

Feb 02, 2026

From energy to AI, 2026 is full of opportunities and risks. Explore the details of our panel discussion for effective strategies and key insights to grow your portfolio....

Read more

I can choose who gets my money when I die, right?

Dec 31, 2025

Find out under what circumstances the courts may step in to change estate distribution instructions....

Read more

Review of 2025 and What to Expect in 2026

Dec 30, 2025

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

Read more

Click Above To Download

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

800 West Pender Street Suite 1600
Vancouver, British Columbia
V6C 2V6 Canada