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

Doug Leard and Melanie Ferrandi: Multi-Generational Planning (including children & aging parents); Financial Planning; Retirement 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: Will and Estate Planning; Business Succession Planning; Tax 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; Leard / Ferrandi

High Net Worth Planning: Lyons

Incorporated Business Owners: Cavallin; Danielson

International Planning: Lyons

Multi-Generational Planning: Leard / Ferrandi; Taylor

Pension Plan Advice: Cavallin; Proteau

Personal Wealth Management: Cavallin; Legacy Family Office; Hodgins; Nelson; Proteau

Retirement Planning: Hodgins; Leard / Ferrandi; Proteau

Strategic Risk Management & Insurance:* Taylor

Tax Planning: Hodgins; Veenhoven-Joe; Taylor

Ultra High Net Worth Planning (>$10 million): Danielson

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

Brant Taylor provides insurance products and services through Brant Taylor.

IIROC IIROC Advisor Report Canadian Investor Protection Fund

Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

© 2018 Assante Vancouver Centre