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Having advisors who are well-qualified members of professional organizations gives you peace of mind about those with whom you are consulting about the success of your family’s wealth portfolio, business enterprise, and professional practice. With experience comes wisdom; with study comes a wider awareness of additional strategies and pathways to success!

By staying connected to professional associations and always furthering our educational goals, our advisors are keeping up to date in the industry’s latest best practices, and the ever-expanding range of topics that will directly affect your wealth, your enterprise, and your legacy. We read trade journals, attend conferences, present workshops, take courses, and confer with respected peers on an ongoing basis.

In case you’re interested, we’ve prepared for you links to a number of the institutions and associations that have provided our team with professional qualifications, which you can see here. We are always working to upgrade and expand our knowledge base, and this list might seem a little dry, but the main idea is this: we work hard to stay at the forefront of our profession.

If you have any more questions about our qualifications, please ask.

CredentialAbbreviationAccrediting or Designating Body
Family Enterprise Advisor
Institute of Family Enterprise Advisors
Advanced Certificate in Family Wealth Advising
Family Firm Institute
Advanced Certificate in Family Business Advising
Family Firm Institute
Fellow, Family Firm
Institute Family Firm Institute
Certified Financial Planner
Financial Planning Standards Council
Chartered Professional Accountant
Chartered Professional Accountants Canada
Chartered Investment Manager
Canadian Securities Institute
Certified Executor Advisor
Canadian Institute of Certified Executor Advisors
Registered Financial Planner
Insitute of Advanced Financial Planners
Chairman’s Council Elite (2019)

Assante Wealth Management

Bachelor of Arts, Business & Aviation
Trinity Western University School of Business and Aviation Studies
Bachelor of Commerce
Athabasca University
Bachelor of Math, Mathematics, & Computer Science
University of Waterloo Bachelor of Math (Co-op)
Bachelor of Business Administration, Management & Finance
Vancouver Island University
Bachelor of Arts, English Literature & Economics
University of British Columbia
Canadian Investment Funds Course
Investment Funds Institute of Canada
Canadian Securities Course
Canadian Securities Institute
Certificate, Family Enterprise Advisor
University of British Columbia, Sauder School of Business, Family Enterprise Advisor Program
Conduct & Practices Handbook Course
Canadian Securities Institute
Financial Management Diploma
BC Institute of Technology, School of Business, Financial Planning Option
Life Licence Qualification Program
Insurance Council of British Columbia
Investment Management Techniques
Canadian Securities Institute
Portfolio Management Techniques
Canadian Securities Institute
Chartered Life Underwriter (CLU®)

Advocis, The Financial Advisors Association of Canada

Services we offer for families-in-business:
Family Office

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.