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EVIDENCE-BACKED TOPIC + LOCATION
Assante advisors in British Columbia with published wealth management information
Browse advisor profiles in British Columbia whose stored advisor-specific public evidence directly references wealth management. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
11profiles with direct evidence
British Columbiaverified location
Wealth managementplanning topic
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Published advisor evidence
Every profile below satisfies two independent filters: stored public location evidence for British Columbia and advisor-specific public content directly matching wealth management. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions. Throug…
At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach t…
…25 years. He helps families simplify their affairs and increase their quality of life through an integrated approach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services. David completed his Certified Financial Planner designation in 1998. He believes in continuing education,…
A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through…
With over 8 years of experience in the financial services industry, Joy Dong is an Investment Advisor at CI Assante wealth 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…
…access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
A Complete Approach to Wealth Management At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, we can help you make the right decisions. Throug…
…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 advice and comprehensive pl…
Shane is a wealth management specialist with a focus towards working professionals and business owners. His experience, education, and client-centric style make him a vital resource for his clients. With a passion for teaching and learning Shane has become a principal resource for those that appreciate his ability to playfully write upside down, while describing the possible solutions for any given wealth, estate, or tax scena…
Since 1998, Suhel’s wealth management practice has focused on taking charge of and managing the unique and complex financial needs of business owners, executives, incorporated professionals, and their families. Suhel works closely with his clients to simplify and enhance their lives by providing the knowledge and confidence they need to make well-informed financial decisions. Suhel’s approach revolves around integrating life m…
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.
