Our Branch

Overseeing 600 million dollars in assets, our Assante branch is one of the largest in Canada. Together, our core group of advisors has over 150 years of combined investment and wealth planning experience. In addition to providing investment advice, our office has extensive wealth planning experience dealing with a wide range of clientele including family businesses, medical and other professionals as well as retirees.

In addition we offer tax preparation and tax planning service through Vancouver Financial Planning Consultants Inc. Always striving to be well informed, our advisors attend numerous industry sponsored educational seminars throughout the year and our office holds regular case study sessions to help our advisors assess and receive valuable feedback on their real life family wealth planning cases.