Retirees

Now is your time to live life and have fun

Let us make life planning easy for you.

 

You love your children…..and your grandchildren

Our planning incorporates helping your family and the next generations.

 

Happy family
Retirees

Life is complicated, so is Wealth

We think about your financial planning 365 days a year, so you don’t have to.

 

Helping your community be a better place

Our planning includes philanthropy and magnifying your gifts to the charities you love and support.

 

 

Now is the time to turn this into a reality for you and your loved ones!!

Our Guiding Values

 

Purpose

Let us align your financial plan with your values and the reason you are here.

 

Family

Family is everything, so let us incorporate them into your planning.

 

Community

Sharing in your success with the less fortunate and improving your community is important to you. Planning for this is one of our favourite things.

 

Clarity

Planning with clarity illuminates where you are going and makes decision making easy.

Meet Our Team

Special Report - Create Your Family’s Philanthropic Plan: 6 Key Steps to Consider

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The Most Commonly Asked Questions:

Senior couple sitting on yacht deck

Am I making smart decisions about my money?

Happy family

How do I help my children now and in the future?

Happy couple looking at computer

How do I reduce my taxes?

Man presenting gift to a woman

How do I give to charities now and in my will?

Couple backpackers hiking in mountains

When life happens, who's there to guide me?

 

In Our Community

Will Power is the biggest promotion of leaving a gift to charity for Canadians in history!! Recently, we hosted and sponsored a Will Power Roundtable Happy Hour event for participating charities, to provide updates, share ideas and explore new ways to amplify the campaign’s impact. A little wine never hurts to get the ideas flowing!! Charities, financial advisors and lawyers all across Canada can be part of the Will Power campaign. We are inspiring Canadians...
CI Assante Wealth Management |
We had an impressive turnout on Valentine's Day at Royal Columbian Hospital. We were proud to sponsor the "Cheers to You – Valentine’s Day 2025" staff appreciation event. Sweet treats and an incredible team made it a day to remember. We are thankful to all the staff who joined us and for all that they do.
CI Assante Wealth Management |
Rich and Vincianne had the pleasure to attend the Association of Fundraising Professionals Giving Hearts Awards on National Philanthropy Day. It was a great event. Congratulations to all the winners and nominees. Every one of them provides an inspiring story on how we can make our communities better! We especially want to congratulate Charlene Taylor from the UBC and Vancouver General Hospital Foundation and Salima Mawji from the Royal Columbian Hospital Foundation on jointly winning...