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.

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, Ultra High Networth Planning, Philanthropic Giving 

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; Holistic Wealth Planning; Tax and Estate 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-JoeLegacy Family Office

High Net Worth Planning: Lyons; Steven Joe and Margo Veenhoven-JoeLegacy Family Office

Incorporated Business Owners: Sherry Cavallin and Colin HerrickDanielson; Steven Joe and Margo Veenhoven-JoeLegacy Family Office

International Planning: Lyons

Multi-Generational Planning: Genea Wealth; Taylor

Pension Plan Advice: Sherry Cavallin and Colin HerrickProteau

Personal Wealth Management: Sherry Cavallin and Colin HerrickGenea WealthLegacy Family Office; Hodgins; Nelson; Proteau

Retirement Planning: Genea WealthHodginsProteau; Steven Joe and Margo Veenhoven-JoeLegacy Family Office

Strategic Risk Management & Insurance:* Taylor

Tax Planning: Genea WealthHodgins; Steven Joe and Margo Veenhoven-Joe; Taylor

Ultra High Net Worth Planning (>$10 million): Danielson; Steven Joe and Margo Veenhoven-JoeLegacy Family Office

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


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

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).

© 2022 Assante Vancouver Centre