Retirees

Now is your time to live life and have fun

Let us make life planning easy for you.

 

You love your children…..and your grandchildren

Our planning incorporates helping your family and the next generations.

 

Happy family
Retirees

Life is complicated, so is Wealth

We think about your financial planning 365 days a year, so you don’t have to.

 

Helping your community be a better place

Our planning includes philanthropy and magnifying your gifts to the charities you love and support.

 

Healthcare Professionals

Our Guiding Values

 

Purpose

Let us align your financial plan with your values and the reason you are here.

 

Family

Family is everything, so let us incorporate them into your planning.

 

Community

Sharing in your success with the less fortunate and improving your community is important to you. Planning for this is one of our favourite things.

 

Clarity

Planning with clarity illuminates where you are going and makes decision making easy.

Meet Our Team

Happy family

Focus on what matters and we will take care of the rest!

Special Report - Create Your Family’s Philanthropic Plan: 6 Key Steps to Consider

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The Most Commonly Asked Questions:

Senior couple sitting on yacht deck

Am I making smart decisions about my money?

Happy family

How do I help my children now and in the future?

Happy couple looking at computer

How do I reduce my taxes?

Man presenting gift to a woman

How do I give to charities now and in my will?

Couple backpackers hiking in mountains

When life happens, who's there to guide me?

 

Schedule a Conversation With Rich

In Our Community

We were excited to once again sponsor one of Beach Grove Golf Club’s biggest events, where members and guests enjoyed the club's amenities and a round of golf. In addition, money was raised for Delta Hospital. Thank you to everyone who attended and contributed to this cause.
CI Assante Wealth Management |
Such great connections were made at our May 15th Greater Vancouver CAGP (Canadian Association of Gift Planners) Will Power Happy Hour Social event! Thank you to everyone who joined us. It was a real pleasure to host!