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.
With a passion for business and finance, I work side-by-side with Doug Hodgins to deliver an outstanding client experience in the areas of financial coaching, philanthropic giving, investment, tax and estate planning.
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.”
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.
My client’s gain access to all my team, including a dedicated Private Client manager, tax and estate lawyers, and accountants. I become the quarterback for all components of my client’s wealth plan and work closely with their professional advisors to ensure that the plan in implemented successfully. The result is a coordinated wealth plan that meets all the client’s needs now, and in the future.
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.
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. We also know that managing your wealth can be complex and time-consuming.
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.
We are a multi-generational advisory firm that helps navigate the complexities of family, business, and money in order to protect your wealth and legacy for generations.
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.
Steven Joe provides a stress free, convenient “one-stop shop” for the management of your personal finances. He and his team provide advanced tax, estate, and business planning (sales/transactions) to successful entrepreneurs, professionals and High Net Worth families. His service is highly customized to help clients identify and achieve specific goals.