Don Proteau

Don Proteau

BComm, CFP®, CIM
Senior Financial Planner
Assante Capital Management Ltd.

For more than three decades, Don has been dedicated to helping his clients achieve their financial and life goals. In addition to his regular practice, Don’s team offers a special Emeritus Retirement Service for retiring UBC faculty.

Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia graduating with a Bachelor of Commerce Degree in 1980. After two years in the commercial real estate industry, he decided financial planning was his vocation and joined a national firm in 1982. In 1987, he and his partners opened their own office in downtown Vancouver. Since then, working mainly by referral, Don has built his practice on earned trust and consistent service as his clients’ lives evolve. With his busy geologist wife, Kim, he pursues life adventures. Recreational activities also include long distance rides on his BMW motorcycle, playing hockey, skiing and the occasional game of golf.

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).

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