With what family business organizations are you affiliated (e.g., FFI, FBN, IFERA, FERC, CAFE, IFB)?
Please share a little about yourself and your business.
As a Senior Wealth Advisor at Assante Wealth Management, I offer wealth management strategies that focus on optimizing and protecting my client's multi-generational family enterprise wealth. My office in Abbotsford British Columbia serves the communities of Greater Vancouver, Surrey, White Rock, Langley & Abottsford BC.
Whether I am handling your investments, retirement, business or farm succession, estate or tax planning, the legal and accounting professionals of United Financial, a division of CI Private Counsel LP and I work closely with your existing team of experts from all over the Lower Mainland and Greater Vancouver Area.
My services are most suited for families with personal and business (or farm) assets of at least $5,000,000 and minimum combined household investable assets of $1,000,000.
Specialties: Integrated wealth management, access to portfolio design, construction and investment management through United Financial, a division of CI Private Counsel LP, retirement planning, financial planning, insurance, investment advice, risk management, estate planning, business succession planning, farm succession planning, tax planning, philanthropy & planned giving.
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