- Our Process
- About Assante
As a Wealth Advisor with Assante Wealth Management, I offer Integrated Wealth Management solutions that focus on optimizing and protecting your family’s multigenerational wealth. My office in Abbotsford British Columbia serves the communities of Greater Vancouver, Surrey, White Rock, Langley & Abottsford BC.
Whether I am handling your investments, retirement, business or farm succession, estate or tax planning, the legal and accounting professionals of United Financial (a division of CI Private Counsel LP) and I work closely with your existing team of experts from all over the Lower Mainland and Greater Vancouver Area.
Your wealth is the culmination of your hard work, discipline, and astute management. Wealth equals freedom, yet growing, preserving and distributing your wealth can pose significant challenges.
Having true wealth not only presents opportunities, it also presents a multitude of complex challenges. By understanding your unique needs, concerns, challenges, priorities, goals and aspirations – we can provide you with a simple, cohesive and integrated approach to managing your wealth through a single point of contact.
We understand that each personal and business situation is unique. We conduct a thorough analysis of your current financial situation and then draw on the expertise of the wealth planning group of our sister company United Financial, a division of CI Private Counsel LP to provide strategic solutions to your complex financial challenges.
As a leading wealth management firm in Canada, United Financial’s wealth planning group, provides unique wealth advisory experiences for some of Canada’s wealthiest individuals, families and companies.
My association with Assante Wealth Management allows me to provide a comprehensive level of expertise and sophisticated services for affluent individuals, business owners, farmers, professionals, retirees and their families that encompasses all aspects of their business and personal life.
Whether you are enjoying significant profits in your business or farm, have become the beneficiary of a sizable estate, are about to liquidate major personal, business or farm assets, planning to sell your business or farm, or want to explore a more integrated strategy to managing your wealth - we invite you to talk with us first. We can help you reduce the stress associated with these major changes in your life and give you the freedom and comfort to run your business and personal affairs with more confidence and peace of mind.
I invite you to experience the simplicity of a coordinated approach to optimizing your wealth and simplifying your life, by integrating all aspects of your personal and financial wellbeing through a single point of contact.
My services are most suited for families whose complex financial affairs can benefit from our integrated family wealth management services and have a minimum of $1,000,000 in investable assets, or at least $250,000 in investible assets and a net worth of $5,000,000 including business or farm assets.
Referrals are welcome.
For more information on our services or to book a complementary appointment, please call me at (604) 855-6846 or email me at firstname.lastname@example.org.