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

Association of Fundraising Professionals Giving Hearts Awards

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...

The Canadian Association of Gift Planners Presentation

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...

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...