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.

 

Healthcare Professionals

 

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

 
YES, I want to get started today!

 

Rich In The News

 

Donate to Charity & Lower Your Taxes

Laurie Fox, Director, Will Power Campaign, Canadian Association of Gift Planners (CAGP) I 2024-06-24

Will Power is a campaign to help provide Canadians with information around giving a gift to charities in their wills. As a partner and someone who really supports this campaign, Rich was thrilled to be interviewed by Laurie Fox, Director, Will Power Campaign, Canadian Association of Gift Planners (CAGP). Check out the video: Donate to Charity & Lower your Taxes

Charitable Giving Strategies for Your Will

Technology for Living I 2024-06

Check out the article on page 13 of Technology for Living’s recent newsletter. As a Philanthropy and Financial Planning Expert, Rich was interviewed and shared valuable insights and tips on estate planning and leaving a legacy. Read the article here: Charitable Giving Strategies for Your Will - on page 13.

Is Cash Making a Comeback?

Morningstar.ca I 2024-03-05

Morningstar’s journalist, Ashley Redmond, recently contacted Rich. As a Senior Financial Planner and Financial Expert, she sought his insights regarding a recent study that uncovered an unexpected increase in cash transactions. Read the full article here: Is Cash Making a Comeback? 

 

 

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

Happy family

Focus on what matters and we will take care of the rest!

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

Download Now

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?

 

 
Schedule a Conversation With Rich

In Our Community

Charitable Giving Panel Presenter

CI Assante Wealth Management |
What was I doing with my hands in this picture? Was I saying, “you can use tax incentives to make your donation to charity 10 times bigger?‼️” Presenting charitable giving strategies on the mainstage to over 400 of our colleagues at the CI Assante National Wealth Management Conference in Victoria was a little intimidating – but a great honour. Thank you to my colleagues on the panel, Heather Borelli and Dilmini Bonas – and to...

Fore the Love of Golf & Making a Difference for Delta Hospital

CI Assante Wealth Management |
We were excited to once again sponsor one of Beach Grove Golf Club’s biggest events, where members and guests enjoyed the club's amenities and a round of golf. In addition, money was raised for Delta Hospital. Thank you to everyone who attended and contributed to this cause.