Legacy Family Office

Jeff Hector

BA, CPA, CA, FEA
Senior Wealth Advisor
Assante Financial Management Ltd.

Kelly Pather

CFP®, CEA, CPCA
Senior Financial Planner
Assante Financial Management Ltd.

Ksenia Kovarsky

CFP®, FEA
Financial Planner
Assante Financial Management Ltd.

Paul W. Lermitte

BA, CFP®, R.F.P., FEA
Senior Wealth Advisor
Assante Financial Management Ltd.

B. Spencer Rolls

BA, CFP®, CIM, FEA
Financial Planner
Assante Financial Management Ltd.

 

For more information, visit us at our website: www.legacyfamilyoffice.ca

Contact Us

Phone: 1 (604) 678-3003
Toll-Free: 1 (888) 687-8666
Email: [email protected]

Offices

Vancouver:
800 – 650 West Georgia Street, Vancouver, BC  V6B 4N8

Surrey (Appointment Only):
310 – 15288 54A Ave, Surrey, BC  V3S 6T4

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