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: 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: Retirement Planning; Tax Planning; Personal Wealth Management

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

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; Veenhoven-Joe

Divorce Planning: Hurlburt / Berton

Family Business Specialists: Legacy Family Office

Financial Planning: Hurlburt / Berton; Nelson; Genea Wealth; Veenhoven-Joe

High Net Worth Planning: Lyons; Veenhoven-Joe

Incorporated Business Owners: Cavallin; Danielson; Veenhoven-Joe

International Planning: Lyons

Multi-Generational Planning: Genea Wealth; Taylor

Pension Plan Advice: Cavallin; Proteau

Personal Wealth Management: Cavallin; Genea WealthLegacy Family Office; Hodgins; Nelson; Proteau

Retirement Planning: Genea WealthHodginsProteau; Veenhoven-Joe

Strategic Risk Management & Insurance:* Taylor

Tax Planning: Genea WealthHodgins; Veenhoven-Joe; Taylor

Ultra High Net Worth Planning (>$10 million): Danielson; Veenhoven-Joe

Will and Estate Planning: Genea WealthHurlburt / Berton; Lyons; Nelson; Veenhoven-Joe

*Brant Taylor provides insurance products and services through Brant Taylor.