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

CI Assante Wealth Management |
Wow!! What an incredible turnout. Lucas Sawatzky and I presented to over 100 people for our Capital Gains Changes & What You Need to Know Happy Hour event for our local Vancouver charity professionals at the beautiful VanDusen Botanical Garden. We are grateful to The Canadian Association of Gift Planners and the Professional Development Committee, especially Katherine Smart and Carla Banfield for their incredible support, and to our tax expert and speaker, Cheryl Norton, Regional...
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...