Assante advisors in British Columbia with published investment 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

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

…rned 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.

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

…management Ltd, and a CIM® holder. Her professional background 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 communi…

…g, the disciplined approach pays the greatest dividends and creates a Life Well Lived We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we will implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap pr…

By completing an Investment Policy Statement with our clients, we are able to establish a road map to guide our investment decisions. The appropriate asset mix is determined by taking into account the investment time horizon, risk tolerance, income needs and tax concerns.

…passionate about educating individuals, families, and small business owners on the complexities of financial planning, investment strategies, and wealth management. He believes that informed clients are confident clients and takes pride in guiding them through every step of their financial journey. In his work with small business owners, Rafael helps them navigate the unique financial challenges they face, providing tailored…

We believe in a comprehensive and systematic approach to investing which explores all the opportunities available to you and your family. Using the information obtained through the Discovery Meeting we present to you a detailed investment plan describing your unique investment objectives and timeline, liquidity and income needs, and most importantly your tolerance for risk.These objectives will be reflected in your personal In…