Gary Lyons

Gary Lyons

Senior Wealth Advisor
Assante Financial Management Ltd.

My diverse experience and unique international perspective has proven invaluable in my work with high net worth families, both Canadian and international. Keeping a strong focus on wealth preservation, I help clients build wealth, plan for retirement, manage risk, optimize their tax strategies, and plan for succession.

Throughout the course of my professional career, spanning almost thirty years, I have practiced law, worked in international trade, investment banking, and financial services. Now a Vancouver based wealth management professional, I have lived and worked in Canada, Asia, the United States and Bermuda. After practicing law in Edmonton for five years and working in Taipei for a Canadian retailer, I moved into the financial services business in 1992. As managing director of an investment banking firm, I was involved in the financing and operations of several companies, which gave me valuable insights into the needs of my entrepreneurial clients. In 1995, I joined Assante as one of its founding shareholders and moved to Bermuda to build their international platform. As Managing Director of Assante Asset Management Bermuda Limited, I developed and managed Assante’s International Private Client Program.

In 2002, I returned to Canada, where I continued to build my wealth management practice using a process that is very disciplined and team-based. Clients have access to a dedicated private client manager, tax and estate lawyers, accountants and CFA’s. I serve as quarterback for all components of a client’s wealth plan, working closely with their professional advisors to ensure that the plan is successfully implemented. The end result is a coordinated wealth plan that meets all of the client’s current and future needs.

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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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