Welcome. As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing customized wealth planning advice and developing a comprehensive strategy tailored to their unique needs and goals.

With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada. My relationship with Assante allows me to offer my clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.

Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.

I would be happy to discuss how we can work together to create a strategy that meets your needs - now and for the future. Contact me today for a confidential conversation.

Mike Berton is more than an accomplished financial expert - he is also a skilled communicator who speaks frequently on a range of personal financial planning topics at public seminars. He is co-author of the book How to Incorporate Financial Planning into Your Practice and numerous magazine articles on financial planning topics. Mike studied at the University of Victoria (BMus) and carried out graduate studies at McMaster University in Hamilton, Ontario. After completing his studies he applied his artistic background to the area of arts administration, working on the executive of small theatre and publishing companies in Toronto. Returning to Vancouver in 1990, he joined a financial planning firm in 1994, and developed his financial planning skills through formal study at BCIT, achieving the Associate Diploma in Financial Planning in 1996. In 1997, he earned the prestigious Registered Financial Planner (RFP) designation and was granted his Certified Financial Planner (CFP) license in early 1998 followed by the Chartered Life Underwriter (CLU) designation in 2004. Michael holds a mutual fund license with Assante Financial Management Ltd. and a Level II brokers license for life, accident and sickness insurance sponsored by Great West Life Assurance Co. Mike also teaches personal financial planning at British Columbia Institute of Technology.

Together with my team, I deliver integrated wealth management and financial planning solutions to create wealth, security and prosperity for Canadian families.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.