We’re part of one of the largest wealth management firms in Canada, advising on over $56 billion in assets. Here in Abbotsford, we’ve been quietly building a reputation for being approachable, diligent and proactive in managing a variety of specialized high net worth situations.
We advise on all aspects of your financial life, incorporating both personal and business. We’ll provide an integrated wealth management strategy that balances personal insurance with business protection and real estate. Our teams will also help you stabilize other assets with business investments, and estate planning with succession planning. We make sure it all works together to protect and increase your wealth.
During the process, your Assante advisor will get to know you on a deep personal level. Together, we’ll build a strategy that meets your goals, simplifies your life and enhances your financial well-being. Truly, a relationship to value.
Every team at Assante Abbotsford works for you with the same goal in mind, to make sure that you and your family are at ease with your financial situation. No matter who you choose, you’re guaranteed to be well advised at Assante Abbotsford.
Approaching the complexities of wealth can be a daunting task, but our adept team looks forward to patiently working with you to achieve your goals. These are some of the areas where we can help enhance your financial freedom.
Your Assante advisor will discuss with you the different insurance options available to help enhance your overall financial strategy. Then, they can help curate an insurance plan to protect both your financial and personal well-being.
Your Assante advisor will walk with you through life’s significant transitionary moments. From pre-retirement planning and pension planning to divorce planning or education planning, your Assante advisor has the experience to carefully guide you through those most significant moments in your life.
Your Assante advisor will walk with you through the various stages of business growth, maturity and transition, specifically addressing the succession planning and tax planning opportunities available to small business owners.
Your Assante advisor will curate a strategic investment strategy tailored to your desired risk tolerance and financial goals. They will maintain the appropriate asset allocation and oversee a tax-efficient investment plan to enhance your after-tax rate of return.
Your Assante advisor will address cash flow and debt management issues, risk management, will & estate planning, tax planning, multi-generational planning and charitable giving strategies.
Whether it’s supporting local endeavours or hosting workshops on investment and retirement planning, check in here to see what Assante Abbotsford is up to in the community.
Free Document Shredding Service
Identity theft is on the rise, but it doesn’t have to hurt you. Join us at this free document shredding event to protect yourself from identity theft. Bring your old cheques, bills and statements, personal information papers or any confidential documents and the shredding truck will do the shredding for you in seconds!
11:00 a.m. – 2:00 p.m. // Saturday, May 28, 2022
Assante Abbotsford, 101 – 33386 South Fraser Way, Abbotsford, BC
This event is open to the community. Enjoy a hot dog or hamburger with the donation of a non-perishable food item; all proceeds benefit the Abbotsford Food Bank.
We’re honoured to be involved with these fantastic philanthropic causes within the community. Click on the logos to learn more about these Abbotsford organizations.
* By providing your e-mail address you provide us with your express consent to send you electronic communications in relation to your finances/investments that may be of interest to you. Your personal information shall remain strictly confidential and used for the purpose for which it was provided. Your personal information will not be distributed or sold. If you choose to discontinue receiving e-mails, you may unsubscribe at any time. Please visit wwww.assante.com/privacy-policy for more information on Assante’s privacy policy.
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33386 South Fraser Way, Suite 101
Abbotsford, BC
V2S 2B5
Tel: (604) 852-0478
Fax: (604) 859-4105
Toll Free: 1-800-852-1801
33386 South Fraser Way, Suite 101
Abbotsford, BC
V2S 2B5
Tel: (604) 852-1804
Fax: (604) 852-0503
Toll Free: 1-800-852-1801
Please complete the form below for your free download of the Top 10 Considerations for Strategic Philanthropy.
* By providing your e-mail address you provide us with your express consent to send you electronic communications in relation to your finances/investments that may be of interest to you. Your personal information shall remain strictly confidential and used for the purpose for which it was provided. Your personal information will not be distributed or sold. If you choose to discontinue receiving e-mails, you may unsubscribe at any time. Please visit www.assante.com/privacy-policy for more information on Assante’s privacy policy.
* required fields
