Legacy For Generations
The wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]
Continue ReadingThe wealth of a family is about more than just investments – it involves many aspects of your life. We focus on educating, facilitating, and […]
Continue ReadingIt’s the Year of the Tiger – what are you hoping to accomplish in 2022? The partners at Legacy Family Office have already begun holding […]
Continue ReadingFor most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your […]
Continue ReadingThe Family Office approach is to fulfill the multifaceted needs of enterprising families with an integrated team of experts, both internal and external. After spending […]
Continue ReadingFor many years we have been advocates of the Executor Gift Letter, which accompanies the Will during the estate process. The Gift Letter is drafted […]
Continue ReadingLegacy Family Office & Assante Vancouver Sponsor Eastside Culture Crawl Festival Legacy Family Office of Assante Financial Management Ltd is proud to support the Vancouver […]
Continue ReadingDuring our annual review meetings, discussing the importance of estate planning and Wills with our clients is always a priority. In a recent review meeting, […]
Continue ReadingWhat is your family story? You probably know where your parents came from – but what about your grandparents or great grandparents? Knowing your family’s […]
Continue ReadingAssante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study Assante also ranks first in trust among full-service investment firms […]
Continue ReadingPicture this: you are twenty years old and a very lucky lottery ticket lands you $70 million dollars. You can now afford all the things […]
Continue ReadingSummer is in full swing as we write this – great to see our vaccination levels continue to climb across Canada. We hope you are […]
Continue ReadingBeing intelligent with money at a young age is imperative to ensuring an affluent future. Now more than ever, it is essential to educate young […]
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