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Lasting Financial Success

We take the time to understand how your financial affairs relate to your whole life.

Navigate Your Wealth Journey
with Confidence

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, business owners 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. 

the assante advantage

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.

$ 0 +

billion of canadian wealth

0 +

experienced wealth management advisors

0

founding date

THE ASSANTE ADVANTAGE

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

Our Services

Your Assante advisor will work with you to develop a personalized wealth management strategy to meet all your financial milestones.

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Investment services and strategies

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.

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Tax planning

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.

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Retirement planning

Develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term.

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Risk management and insurance

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.

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Estate planning

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

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Charitable giving

By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.

EXPERT INSIGHTS

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.

Discover the diverse talents and wealth management prowess of our seasoned professionals, each committed to guiding you towards your financial aspirations with tailored strategies and unwavering support. Explore our dynamic teams, united in their dedication to your financial success.

ASSANTE CAPITAL
MANAGEMENT LTD.

Danielson Group
Wealth Management

ASSANTE FINANCIAL
MANAGEMENT LTD.

Genea
Wealth

ASSANTE CAPITAL
MANAGEMENT LTD.

Herrick
Wealth

ASSANTE FINANCIAL
MANAGEMENT LTD.

Hurlburt Jarvis Wealth

ASSANTE CAPITAL
MANAGEMENT LTD.

Danielson Group Wealth Management

ASSANTE FINANCIAL
MANAGEMENT LTD.

Genea
Wealth

ASSANTE FINANCIAL
MANAGEMENT LTD.

Herrick
Wealth

ASSANTE FINANCIAL
MANAGEMENT LTD.

Hurlburt Jarvis Wealth

ASSANTE FINANCIAL
MANAGEMENT LTD.

Klay
Nelson

ASSANTE CAPITAL
MANAGEMENT LTD.

Perma
Wealth Group

ASSANTE FINANCIAL
MANAGEMENT LTD.

Steven Joe Financial

ASSANTE FINANCIAL
MANAGEMENT LTD.

AVC Financial Planner

ASSANTE FINANCIAL
MANAGEMENT LTD.

Klay
Nelson

ASSANTE CAPITAL
MANAGEMENT LTD.

PermaWealth Group

ASSANTE FINANCIAL
MANAGEMENT LTD.

Steven Joe Financial

ASSANTE FINANCIAL
MANAGEMENT LTD.

AVC Financial Planner

Let us help you be well advised.

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