Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Senior Financial Planner
I began my career in the financial industry with Scotiabank in 2002. I started working with Vancouver Financial Planning Consultants Inc in 2004 to pursue a career in wealth planning, earning my CFP® designation in 2006. I work as a Financial Planner with Lorea DeClercq and Hitesh Morar. The team has two associates: Megan Garson and Deborah Starkey. As financial planners, we seek to understand the things in life that are important to you. We then translate those goals, opportunities and concerns into a financial plan. We understand your needs are unique, and we use a comprehensive and integrated approach to managing your wealth - however "wealth" may be defined to you. Above all else, we strive to empower you with the knowledge to make informed decisions. "My goal is to build a long-term relationship that helps you achieve financial independence, navigating you through both challenges and opportunities as they arise throughout life." I live in Tsawwassen with my wife Beth and our son Owen. In our spare time, we enjoy travelling, camping, canoeing and skiing.
View published source ↗Associate Financial Advisor
Megan joined the Assante family in 2016 as an Administrative Assistant. In April of 2020 she transitioned to Executive Associate for “The Team,” working with Laurie Winters, Lorea DeClercq, Michael Winters and Hitesh Morar. Megan was born in Vancouver and graduated from Kwantlen Polytechnic University with a Bachelor of Arts, majoring in Psychology. She has always had a keen interest in helping people. After University, Megan spent 3 years abroad working and traveling, spending time in Australia, England and exploring SE Asia. She successfully completed the Canadian Securities Course (CSC) in 2019 and is mutual fund licensed. She obtained her life insurance license in 2022. She is currently working on earning her CERTIFIED FINANCIAL PLANNER® designation. Megan lives in East Vancouver with her partner, Aaron, their son, Leif, and their fur baby, Loki. She loves going on adventures. In her spare time, you will find her outdoors; hiking, biking, or relaxing in a hammock.
View published source ↗Financial Planner
Hitesh joined us in 2011, as the assistant to Laurie Winters, Lorea DeClercq and Michael Winters, also known as "The Team". Hitesh, who is originally from Zimbabwe, received his undergraduate commerce degree at Rhodes University in South Africa. After working briefly in Zimbabwe and England, he moved to Canada in 2008 to be with his wife, Pranita. One of his first jobs was as a client service representative with a mutual fund company. This role attracted him to the financial planning industry and motivated him to pursue a career in financial planning. Hitesh completed his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2020, and now works as a Financial Planner with the team. Hitesh resides in New Westminster with his wife Pranita, daughter Tia and son Aarav. In his spare time he enjoys cooking, playing soccer, biking, photography and spending time with his family.
View published source ↗Become a Client
Are you interested in becoming a client? We only take on a handful of new clients each year, as we always want to make sure that we have the capacity to properly service our client base. However, we are always open to having a conversation to see if you are a fit for our services. We tend to work with business owners and individuals that face complexity in managing their wealth. Of course, we also have to be the right fit for you. Financial Planning Canada has a recommended 10 questions to ask any planner you are considering working with, please click here to review these questions. If you think we could be the team for you, click on one of the below links to book an introductory meeting. Book a meeting with Lorea DeClercq Book a meeting with Mike Winters Book a meeting with Hitesh Morar
View published source ↗Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To our team, it's the people and dreams behind the figures that matter the most. As Assante advisors, we can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way. Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation. Login to My Account Assante InvestorOnline
View published source ↗