Assante Vancouver Centre's Pandemic Response

Assante Vancouver Centre has gradually welcomed our staff back into the office. Some continue to work from home, on either a part-time or full-time basis. During this time, we've carefully implemented COVID safety measures required by WorkSafe BC.

Office Hours and Client Meetings

We are now welcoming clients back into our office for scheduled in-person meetings, in a limited capacity and at advisors' discretion. As a health and safety measure, our office doors remain closed to unscheduled visitors. We continue to receive mail and deliveries to our business, as normal.

For more information on the safety measures we have implemented for client meetings, a copy of our Client Meeting Safety Plan can be viewed here.

For a copy of our complete internal safety plan, please email [email protected]

Managing Your Accounts

Assante continues to process all transactions in a timely manner and we have adopted several electronic services to facilitate operations at this time, including the use of e-signatures and electronic funds transfers.

If you have any questions about your account, please contact your Assante advisor directly, or call our main reception number at 604-687-7526 for assistance. You can also access your account online at Assante InvestorOnline , and help flatten the curve by choosing secure electronic delivery of your statements.

Wealth Matters

For more information on how the pandemic is affecting financial markets, you can access our most recent Wealth Matters webcast.

Throughout the COVID-19 pandemic, our branch continues to monitor and respond to developments in Canada and globally, and the actions and recommendations of governments, health authorities and other institutions. Further updates will be provided as necessary.

We are committed to providing you with the highest level of service and full and timely access to your accounts during this challenging period.

Thank you for your understanding and support.

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

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.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

© 2022 Assante Vancouver Centre