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.
When you work with Danielson Group Wealth Management, you’re not just working with a single advisor. Our close-knit team of wealth advisors and associates works together to support high net worth families, business owners, incorporated medical specialists and retirees.
Our purpose is to make wealth management elegantly simple and empower our clients to enjoy ‘lifestyle for lifetime’. We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow.
Russel is a partner and financial planner at Genea Wealth. He joined the financial industry in 2015, and uses his experience working in a number of roles including loans officer, portfolio management and financial advisor to provide expertise to clients. Russel’s passion is to help educate families and individuals, to build their confidence in making financial decisions and to help them understand the reasoning for recommendations. Russel offers a comprehensive list of financial planning services to identify and achieve clients’ goals.
Imagine living comfortably knowing your children and grandchildren are financially secure. Maybe you wish to set up your dream foundation to leave something positive behind for the next generation. Building a financial plan with an unbiased Perma Wealth advisor will show the way.
Financial planners do much more than manage your investments; our real value is in our advice. We look ahead to see what’s coming next, and divide the preparations into manageable chunks. We also ask, “What are the potential consequences – good and bad – of your options?” Oh, and before you make a decision, call me first.”
Steven Joe Financial provides a stress free, convenient “one-stop shop” for the management of your personal finances. We provide advanced tax, estate, and business planning (sales/transactions) to successful entrepreneurs, professionals and High Net Worth families. Our service is highly customized to help clients identify and achieve specific goals.
I can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Alex, a native of the Okanagan region, began his career in the financial industry in 2015. With a solid background in consulting and advisory roles at major banking institutions, he brings a wealth of experience to his current position. In June 2024, Alex joined Assante, driven by his commitment to fostering close client relationships and providing comprehensive financial guidance. He is enthusiastic about collaborating with all teams at Assante Vancouver Centre and developing personal connections with clients. Alex’s areas of expertise encompass retirement planning, investment advisory, cash flow management, tax planning, and estate guidance.
Sean Etherington
President CI Assante Wealth Management