Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Financial Advisor
After graduating from the University of Calgary in early 2006, David jumped at the opportunity to work in the financial services industry. From day one, he has focused on providing comprehensive financial expertise with a keen eye for growing and protecting tax efficient wealth. David moved from Calgary and joined the Assante Capital Management Ltd team in Victoria in September of 2011. He brings particular expertise in portfolio analysis and risk management, along with new perspective on navigating today’s volatile markets. David and his wife Kristina have two adorable children (Isla and Jack) who are forces of nature! When not changing diapers, you will find David playing recreational sports or sneaking off to a local lake for some trout fishing.
View published source ↗Our Process
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact us at your convenience for a private consultation.
View published source ↗Building and Protecting Tax Efficient Wealth
Our clients view us as a gateway to the industry’s top money managers and guardians of hard earned savings. We aim to simplify and coordinate the main areas that make up your financial life: accounting, legal, insurance and investment planning. Assante has a world class offering of financial services and provides us with the resources to ensure you are well advised. You can expect objective and professional advice with a focus on providing clarity and confidence. We are a dedicated, caring and family oriented practice.
View published source ↗Module 4
Monitor and Review We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax law and econmonic realities.
View published source ↗Module 2
Analysis We will conduct a thorough analysis of your current financial situation.
View published source ↗
