Our Advisory Teams
Complete financial advice is available to clients of Assante Vancouver Centre. Below is a listing of our advisory teams, along with each team’s top three areas of expertise. Teams consult amongst each other and share knowledge to ensure that each client receives the advice needed for a particular situation.
Sherry Cavallin and Colin Herrick: Pension Plan Advice; Personal Wealth Management; Incorporated Business Owners
Danielson Group Wealth Management: Ultra High Net Worth Planning (>$10 million); Incorporated Business Owners, including medical doctors; Business Succession Planning
Legacy Family Office: Family Business Specialists; Business Succession Planning; Personal Wealth Management
Doug Hodgins: Philanthropic Giving, Financial Coaching, Estate Planning, Retirement Planning, Tax Planning
Cathie Hurlburt and Mike Berton: Financial Planning; Divorce Planning; Will and Estate Planning
Genea Wealth: Personal Wealth Management; Multi-Generational Planning (including children & aging parents); Retirement Planning; Tax Planning; Will and Estate Planning
Gary Lyons: High Net Worth Planning; International Planning; Will and Estate Planning
Klay Nelson: Financial Planning, Personal Wealth Management, Will and Estate Planning
Proteau Financial Group: Retirement Planning; Pension Plan Advice; Personal Wealth Planning
Brant Taylor: Multi-Generational Planning (including children & aging parents); Tax Planning; Strategic Risk Management & Insurance
Steven Joe and Margo Veenhoven-Joe: Financial Planning; Tax Planning; Incorporated Business Owners; Business Succession Planning; Will and Estate Planning; Retirement Planning; High Net Worth Planning; Ultra High Net Worth Planning
Advisory Teams listed by top areas of expertise:
Business Succession Planning: Danielson; Legacy Family Office; Steven Joe and Margo Veenhoven-Joe
Divorce Planning: Hurlburt / Berton
Family Business Specialists: Legacy Family Office
Financial Planning: Hurlburt / Berton; Nelson; Genea Wealth; Steven Joe and Margo Veenhoven-Joe
High Net Worth Planning: Lyons; Steven Joe and Margo Veenhoven-Joe
Incorporated Business Owners: Sherry Cavallin and Colin Herrick; Danielson; Steven Joe and Margo Veenhoven-Joe
International Planning: Lyons
Multi-Generational Planning: Genea Wealth; Taylor
Pension Plan Advice: Sherry Cavallin and Colin Herrick; Proteau
Personal Wealth Management: Sherry Cavallin and Colin Herrick; Genea Wealth; Legacy Family Office; Hodgins; Nelson; Proteau
Retirement Planning: Genea Wealth; Hodgins; Proteau; Steven Joe and Margo Veenhoven-Joe
Strategic Risk Management & Insurance:* Taylor
Tax Planning: Genea Wealth; Hodgins; Steven Joe and Margo Veenhoven-Joe; Taylor
Ultra High Net Worth Planning (>$10 million): Danielson; Steven Joe and Margo Veenhoven-Joe
Will and Estate Planning: Genea Wealth; Hurlburt / Berton; Lyons; Nelson; Steven Joe and Margo Veenhoven-Joe; Hodgins;
*Brant Taylor provides insurance products and services through Brant Taylor.