Assante advisors in British Columbia with published insurance and risk planning information

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

…cial Planner designation in 2005. In addition to her CFP designation, Daisy is also a licensed mutual funds advisor and life insurance agent. Many of Daisy's clients have come to think of her as more than their Financial Planner. They reach out to her when they need a confidant, a life coach, a shoulder to cry on, someone who can lend an ear or a trusted friend. Daisy is dedicated to maintaining a healthy work-life balance. Wh…

Call our team to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…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…

Call me to discuss: Tax and estate planning Retirement income planning Business planning Seniors health care planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

…you be financially successful at every stage of your life - we consider your income, tax issues, savings, investments, life insurance, general insurance and employee benefits Retirement Planning - that prepares you for all aspects of your life after work - including income, continuing work, housing, activities, unexpected occurrences, insurance, estate planning Estate Planning - that protects you and your dependents in case o…

…inancial events of our lives unfold in two ways. Events we can control and events that we can't control. The process of risk management involves identifying how we can protect the people and things that are the most important to us as to minimize the impact of their loss.The best and most cost efficient solution to protect family members from illness, injury or a death is insurance.Through our relationship with Assante Estate…

…options and the value of diversification for long-term investment success. Prior to joining Assante in 2011, Ravi was a Life Insurance Representative with a major Canadian insurer and a Senior Financial Advisor with Be Sure Financial. Ravi holds his life insurance licence and is fully qualified to provide advice on the investment funds. He is currently working toward his Certified Financial Planner designation. Passions and In…

*Insurance products and services are provided through Assante Estate and Insurance Services Inc. We help our clients protect their families against loss of income due to a premature death, disability or critical illness such as cancer or heart disease. We help our clients make meaningful gifts to charities leaving lasting legacies. We help our clients plan the equal transfer of their estate to their children when only one chil…