Danielson Group Wealth Management

David Woo

B.Comm, CFP®, CIM, RFP
Senior Financial Planner
Assante Capital Management Ltd.

Frank Danielson

B.Ed, CFP®
Senior Financial Planner
Assante Capital Management Ltd.

Susie Howson

BBA, CPA CA, CFP®
Financial Planner
Assante Capital Management Ltd.

Ray Glicksohn

B.Comm, CFP®
Senior Financial Planner
Assante Capital Management Ltd.

Tony Morgan

Financial Planner
Assante Capital Management Ltd.

Contact us

Direct Line: 604-678-3005
Office Toll free: 1-888-687-8666
Office Fax: 604-682-8124

Email

[email protected]

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).

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