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EVIDENCE-BACKED TOPIC + LOCATION
Assante advisors in Vancouver, British Columbia with published comprehensive financial planning information
Browse advisor profiles in Vancouver, British Columbia whose stored advisor-specific public evidence directly references comprehensive financial planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
8profiles with direct evidence
Vancouververified location
Comprehensive financial planningplanning topic
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Published advisor evidence
Every profile below satisfies two independent filters: stored public location evidence for Vancouver, British Columbia and advisor-specific public content directly matching comprehensive financial planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Alim Dhanji
Senior Financial Planner Senior Insurance Advisor
Vancouver, British Columbia
Senior Financial Planner Senior Insurance Advisor
…ior Financial Planner and Chairman's Council Member at Assante Financial Management Ltd. where he started his career in Financial Planning at the age of 22 on October 2000. Alim is also a member for Financial Well-Being on the Ismailli Economic Planning Board for Canada. He is a Media and Youth Ambassador to the Financial Planners Standards Council, speaking at Colleges and Universities and appearing in many media outlets incl…
Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
Daisy's career in the financial industry began in 1999. She quickly learned that providing financial planning services is much more than just dealing with money. The ability to forge long-term, meaningful relationships based on trust, honesty and integrity combined with the opportunity to help others drew Daisy into the profession. Daisy completed her Financial Planning Associate Certificate from BCIT and obtained her Certifie…
…ligibility for services. It is important to remember that BC government services are income-tested. With proper tax and financial planning, care costs can usually be reduced. Who to contact by Health Authority: Fraser Health – contact Home Health Service Line at 1-855-412-2121 (7 days a week, 8:30 a.m. - 4:30 p.m.) to request an assessment. Interior Health – contact your local Home and Community Care office . Island Health – c…
…includes experience in banking, retirement planning, and investment strategy, providing her with a broad perspective on financial planning across different client needs and life stages. Joy takes a structured and thoughtful approach to working with clients, placing emphasis on understanding individual goals, priorities, and circumstances. She believes clear communication and education are key elements in supporting informed fi…
As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, 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 on…
…ers 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 meeti…
…advanced planning to address your financial challenges beyond investments. Advanced planning deals with four key areas: Financial Planning analyzes your key resources and answers the question – will you have enough. We provide you with retirement projections showing you what needs to occur for you to meet you retirement income goals. Wealth Enhancement aims to minimize the amount of tax you and your business pays. We work with…
Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.
