At Assante Vancouver Centre, our advisors have been helping clients with their financial affairs for over 25 years. Relying on our extensive education and experience, we provide comprehensive financial planning for individuals and multi- generational families.
Everything we do is guided by one key principal: we put our clients first. We work hard to ensure we have the expertise, knowledge, and resources to help you deal with everything in your life that is impacted by your financial situation.
Advisors play a crucial role in keeping you focused on reaching your goals with confidence. With over 25 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning.
$56+ billion of Canadian wealth
590+ experienced wealth management advisors
1995 founding date
Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.
Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire.
There are tax implications to each and every element of your complete wealth plan, but we can deploy a whole arsenal of tactics to minimize your tax burden.
Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.
With the help of your Assante advisor, you can implement a program that strengthens and safeguards your family’s financial security through a personalized plan.
You can’t take it with you, but you can decide where it will go and how smooth the transition will be.
By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
Our advisors, thought leaders and portfolio managers from across the Canadian investment landscape offer insights into the trends, events, and policies that are creating investment risks – and opportunities – around the world.