Welcome,

Paul Attwell, Victor Malli, and their team of professionals are dedicated to helping their clients simplify their lifes. They specialize in providing customized investment planning advice and developing a comprehensive strategy tailored to their clients unique needs and goals.

By employing an integrated team approach to meeting each client's unique needs, they are able to offer advice and direction to their clients in the following areas:

• Financial Planning
• Tax Planning
• Estate Planning
• Insurance Planning
• Cash Management Solutions

Paul Attwell, Victor Malli, and their team follow a systematic, principled approach to wealth management. They employ a disciplined investment philosophy with detailed reporting. By structuring the financial planning process around the life goals of their clients, they simplifiy financial decisions and renew their client's confidence in their ability to achieve financial independence.

They work best with people who:

• Consider wealth a tool with which to secure a rich, rewarding life;
• Have important financial and life goals and are financially responsible;
• Want to manage money through an intelligent and prudent process;
• Delegate tasks beyond their areas of expertise;
• Care for family and community;
• Seek experienced, trusted, profesional advice and assistance on an ongoing basis;
• Enjoy learning and sharing experiences to the benefit of self and others;
• Have or will soon have a minimum investabe assets of $100,000.

For these clients, their life-focused approach enables them to live life to the fullest without worring about complexities of wealth.

Who We Are - "Advice is as good as the person who gives it"

We are a team that provides our clients with proven experience, contemporary business and investment thinking, backed with uncompromising, professional support.

Paul Attwell - Senior Mutual Fund Advisor

• More than 12 years of investment advisory experience
• Graduate of the University of British Columbia (Master of Social Work) in 1973
• Completed Canadian Securities Course in 1994

Victor Malli, CFP - Senior Financial Planner.

• More than 20 years of investment advisory experience
• Graduate of the University of Victoria (Bachelor of Science) in 1981
• Completed Canadian Securities Course and Life & Disability Insurance in 1986
• Holds the recognized Certified Financial Planner Designation (CFP) since 1996

In addition, through our affiliation with Assante Wealth Management and with a broad network of professional relationships, we can draw upon the expertise of specialists - tax and estate lawyers, accountants, and insurance experts - as required, to meet our clients' specific and sometimes complex needs.

Our mission is to guide our clients in making the right decisions for their future. Throughout our extensive career in investment planning we have come to realize that the fundamental goal of people is to succeed. We have built our financial planning practice around helping our clients successfully build and maintain their wealth. We will accomplish this through education, communication and service which exceeds our clients' expectations.

To be viewed as the BEST in the minds of our clients at helping our clients work towards financial security.

As a result of our work, you will have:

• A vision of the life that you most want to live.
• Peace of mind that comes from having a clear plan for your future.
• Freedom that comes from having your financial situation in hand.
• Time to pursue career, family, and life goals; in short, those activities that bring you real pleasure in your life.

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.