CI Assante Wealth Management |
Despite what has been an incredibly difficult year for everyone, we are very grateful for another successful year within our business, and as always, we appreciate the trust, support, and confidence our clients have put in us being their primary advisor. With that in mind, we are giving back by making donations to 4 charities that we know always do great work in our community. We made the following donations; $2,500 to the Royal Columbian Hospital Foundation...
CI Assante Wealth Management |
We are lucky to be part of such a terrific branch! Our West Pender Assante branch has redirected a portion of the money that is not being spent on our staff Christmas Party this year to a donation to 2 charities. Our group donated $2500 to the Greater Vancouver Food Bank as well as $2500 to Union Gospel Mission. Our staff at Assante Vancouver West Pender personally donated an additional $1500 to Union Gospel Mission...
CI Assante Wealth Management |
2020 has proven to be a challenging year for many non-profits and charities as the global pandemic and social distancing measures have cancelled countless numbers of fundraising events. This Beach Grove Golf Club Corporate Wednesday Men’s Night golf event helped benefit Delta Hospital and the Delta Hospital & Community Health Foundation during these challenging times, raising a phenomenal $10,167! Congratulations to the members of Beach Grove Golf Club, its staff, and all volunteers and participants...
CI Assante Wealth Management |
We had a great day presenting at the Royal Columbian Hospital on the topic of Philanthropic Planning along with Cheryl Norton Regional Vice President of Assante Wealth Planning. It was an honor to meet so many of the hospital’s incredible doctors and to discuss a topic we are so passionate about! Wealth planning services are provided through the professionals of the Wealth Planning Group at CI Assante Private Client, a division of CI Private Counsel...
CI Assante Wealth Management |
Educating others on financial literacy is a lifelong passion. We had the pleasure to do just that when we met with up-and-coming NHL prospects in Edmonton, Montreal and Kelowna. We presented on the unique financial challenges professional athletes and their families face once they become part of the NHL. It was a pleasure to meet our hockey community and their families!
CI Assante Wealth Management |
We had a great time participating in the Royal Columbian Hospital Foundation’s Making the Cut annual golf event. The event brought together some of the hospital’s top surgeons, doctors, nurses as well as business people, community leaders and more! We were happy to help raise funds for the hospital allowing them to purchase new equipment and support some of the province’s most critically ill and injured.
CI Assante Wealth Management |
Hockey, a sport we love to play, watch and champion! Our local community has terrific young athletes, and we were proud to support the South Delta Pee Wee A1 Hockey Tournament Showcase. Go South Delta go!