Yesterday was the 41st annual Vancouver Sun Run! Great to run Canada’s largest 10k – and one of Vancouver’s best annual traditions – with over 50,000 other runners. We are grateful to Brittany Urosevic for organizing our Assante West Pender team and for CI Assante Wealth Management for sponsoring us!!
We were proud to sponsor our Canadian Association of Gift Planners (CAGP) Will Power Happy Hour Social event on April 24th. Rich and Vincianne's pre-presentation wine tasting helped ensure lively discussion. Thank you to all who attended and a special shout-out to our co-presenter Lucas Sawatzky. Will Power is the CAGP campaign to inspire Canadians to make a lasting impact through gifts in their Wills. And the results show that Will Power is working!! Check...
We were thankful to everyone who joined our session, From Challenges to Collaboration – Generosity Planning & Donor Advised Funds, at the Canadian Association of Gift Planners (CAGP) National Conference in Edmonton. Rich presented alongside Serena Hak, Joely Elkins and Eva Avramis. It was a full house with awesome engagement and as always at the CAGP conference – great conversations. Thank you CAGP!!
Will Power is the biggest promotion of leaving a gift to charity for Canadians in history!! Recently, we hosted and sponsored a Will Power Roundtable Happy Hour event for participating charities, to provide updates, share ideas and explore new ways to amplify the campaign’s impact. A little wine never hurts to get the ideas flowing!! Charities, financial advisors and lawyers all across Canada can be part of the Will Power campaign. We are inspiring Canadians...
We had an impressive turnout on Valentine's Day at Royal Columbian Hospital. We were proud to sponsor the "Cheers to You – Valentine’s Day 2025" staff appreciation event. Sweet treats and an incredible team made it a day to remember. We are thankful to all the staff who joined us and for all that they do.
Rich and Vincianne had the pleasure to attend the Association of Fundraising Professionals Giving Hearts Awards on National Philanthropy Day. It was a great event. Congratulations to all the winners and nominees. Every one of them provides an inspiring story on how we can make our communities better! We especially want to congratulate Charlene Taylor from the UBC and Vancouver General Hospital Foundation and Salima Mawji from the Royal Columbian Hospital Foundation on jointly winning...
Wow!! What an incredible turnout. Lucas Sawatzky and I presented to over 100 people for our Capital Gains Changes & What You Need to Know Happy Hour event for our local Vancouver charity professionals at the beautiful VanDusen Botanical Garden. We are grateful to The Canadian Association of Gift Planners and the Professional Development Committee, especially Katherine Smart and Carla Banfield for their incredible support, and to our tax expert and speaker, Cheryl Norton, Regional...
What was I doing with my hands in this picture? Was I saying, “you can use tax incentives to make your donation to charity 10 times bigger?!” Presenting charitable giving strategies on the mainstage to over 400 of our colleagues at the CI Assante National Wealth Management Conference in Victoria was a little intimidating – but a great honour. Thank you to my colleagues on the panel, Heather Borelli and Dilmini Bonas – and to...
Rich was happy to be on the Golf Committee and happy to sponsor the 19 th Hole Dinner. $382,235 was raised in support of priority equipment, including a new mobile radiography system for Delta Hospital. What a great day!
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.
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!
We were thrilled to recently host an event featuring a presentation on “Women & Money” to a group of Vancouver charity professionals. Our presenter was Kaitlyn Lawson from CI Global Asset Management, and we received overwhelmingly positive feedback on the content and Kaitlyn’s presentation. Not to mention some pretty good feedback on the wine tasting as well!! 🍷 🍇 Thank you to everyone who attended.