Our Team

 

Paul W. Lermitte

Senior Wealth Advisor

Jeff Hector

Senior Wealth Advisor

Kelly Pather

Financial Planner

Ksenia Kovarsky

Financial Planner

B. Spencer Rolls

Financial Planner

Frank Malinka

Senior Wealth Planner

Brittany Adamson

Finanical Planner

Carola Bartolomeo

Client Service Manager

Jacqueline Wang

Administrative Associate

May Yee

Executive Assistant

Aman Bhullar

Client Service Associate

LEGACY FAMILY OFFICE
Assante Financial Management Ltd.
 

Phone: 1 (604) 678-3003
Toll-Free: 1 (888) 687-8666
Vancouver Office: 800 - 650 West Georgia Street, 8th Floor, Vancouver, BC, Canada
Surrey Office (Appointment Only): 209 - 5577 153A Street. Surrey, BC, Canada
Mailing Address: #800 - 650 West Georgia Street, Vancouver, BC, V6B 4N8, Canada

Email: [email protected]

 

Legacy Family Office serves multi-generational business families, wealthy families with complex structures, and professional families. We support our clients' financial well-being, stability, and longevity.

Each family, business, enterprise, and professional office is unique, and the issues and strengths you have require finely-honed strategies best suited to your own situation. Senior wealth advisors Paul W. Lermitte and Jeff Hector, along with the rest of the Legacy Family Office team, carefully craft personal plans for client families and their business enterprises to address the particular opportunities and challenges they encounter.

 

DISCLAIMER | ASSANTE | CLIENT LOGIN | © 2015 Legacy Family Office, Assante Financial Management Ltd.