Credentials

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
FEA
Institute of Family Enterprise Advisors
Advanced Certificate in Family Wealth Advising
ACFWA
Family Firm Institute
Advanced Certificate in Family Business Advising
ACFBA
Family Firm Institute
Fellow, Family Firm
Institute Family Firm Institute
Certified Financial Planner
CFP
Financial Planning Standards Council
Chartered Professional Accountant
CPA, CP
Chartered Professional Accountants Canada
Chartered Investment Manager
CIM
Canadian Securities Institute
Certified Executor Advisor
CEA
Canadian Institute of Certified Executor Advisors
Registered Financial Planner
RFP
Insitute of Advanced Financial Planners
Chairman’s Council Elite (2019)

Assante Wealth Management

Bachelor of Arts, Business & Aviation
BA
Trinity Western University School of Business and Aviation Studies
Bachelor of Commerce
Bcomm
Athabasca University
Bachelor of Math, Mathematics, & Computer Science
BMath
University of Waterloo Bachelor of Math (Co-op)
Bachelor of Business Administration, Management & Finance
BBA
Vancouver Island University
Bachelor of Arts, English Literature & Economics
BA
University of British Columbia
Canadian Investment Funds Course
CIFC
Investment Funds Institute of Canada
Canadian Securities Course
CSC
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
Fin.Dip.
BC Institute of Technology, School of Business, Financial Planning Option
Life Licence Qualification Program
LLQP
Insurance Council of British Columbia
Investment Management Techniques
IMT
Canadian Securities Institute
Portfolio Management Techniques
PMT
Canadian Securities Institute
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.

  • Since we began working with the Legacy Family Office team nearly 5 years ago, through holding family meetings with our children and working with us to understand our needs, they helped us navigate the transition of selling our business, and then identified potential issues regarding our estate planning and family legacy. As a result, we were able to head off these issues so that they never became a problem. We sincerely value their care, wisdom, and guidance in looking after our family.

    Sid & Lyn
  • I can live my retirement relaxing in the knowledge that I am in really good hands.

    Muriel
  • Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

    Alan & Margaret
  • Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.

    Leo, Frank, Carl, and Conny
  • We are so glad we began working with Legacy Family Office two years ago. They walked us through some tough questions and immediately identified – and addressed – significant gaps in our financial lives. Less than a year later, Geoff was diagnosed with Kidney Cancer. Without their help to put a proper Financial Plan in place and see it through, our business and personal finances may have taken a hit that would’ve taken years to recover from.

    Geoff & Asa
  • [They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

    Jim and Phyllis
  • I have been extremely pleased in working with the Legacy Family Office team. They are professional, attentive to all of the details, and have worked hard to understand my family’s particular needs across the extended family. They see broadly and can also drill down to get done what needs doing. They have assisted with Trust matters, estate planning, business needs, philanthropic planning, and more. I can trust them to do an excellent job.

    Rosemary and Family
  • I know so many families where only one person manages the finances. Having Legacy Family Office both involved and taking care of your entire family has been vital to building our legacy. I don’t know what we would’ve done without their guidance and support (over the last 5 years).

    Naomi & Family
  • Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

    Colin and Catherine