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Plan It with Us

Our financial team will help you identify opportunities you may be missing in your financial picture.

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A Trusted Asset Management Firm by Clients in Kelowna and across North America

Experience True Team-Based Collaboration

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most. DKL Financial Services Inc can help you manage your wealth in the most effective way with the help of our asset management services in Kelowna. We are your trusted financial advisors in the Okanagan Valley.

 

As Assante advisors, we can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, our team can work with you every step of the way.

 

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being, from investments and insurance to tax and estate planning. Supported by our team of professionals, including lawyers, tax accountants, and financial analysts, we can help you make the right decisions about your wealth and help you build the future you desire.

 

If you are looking for asset management services in Kelowna that will simplify and enhance your life, please contact us for a confidential consultation.

What Is Asset Management?

Asset management is the process of compounding, managing, and controlling your overall assets, including real estate, investments, insurance and many others, for better returns. With the help of a reliable financial advisor, you can grow your wealth with calculated risk and keep track of your portfolio.

 

Asset management services mainly aim to help organizations, government companies, prominent investors, or high-earning professionals invest their money in the right places to earn rewarding profits.

Why Is Asset Management Important?

Assets management is an efficient and effective way of managing different business assets. Some of the reasons why asset management is important are listed below.

  • Maintaining a record of all assets With asset management, all the data of current and fixed assets are recorded properly, which helps businesses monitor their location, usage, and changes made to them.

  • Guaranteeing accurate amortization rate Frequent evaluations of assets help a business maintain proper and accurate financial statements, which keeps the operations organized.

  • Identifying risk and managing it With asset management, organizations can predict, identify, and manage risk effortlessly. An appropriate asset management plan can assist businesses during uncertain times and help them overcome the risk.

  • Removing ghost assets When the missing, broken, or stolen assets are not correctly recorded in the financial statements, it can result in ghost assets. However, asset management services keep track of all the assets accurately, providing reliable reports.

DKL Financial Services Inc offers you credible asset management services in Kelowna. Our dependable financial advisor crafts a customized asset management plan that meets your future needs. Also, check out our private client investment counsel services.

How Does Asset Management Work?

Asset management companies often serve the investment needs of individuals or institutions with high net worth. These clients have private accounts with asset management companies that offer cheque-writing privileges, brokerage services, debit and credit cards, and more. When clients deposit their money into their accounts, asset managers place their accounts on a money market fund that offers a higher return on investment than other saving accounts. They also meet the banking and investing needs of the clients by designing a customized asset management plan in the following few steps:

  • All the business assets and related information are recorded, including the total number of assets, location, date of acquisition and asset value.

  • The complete life expectancy of different assets is calculated to understand their overall expenses, maintenance costs, and dumping expenses.

  • The assets are evaluated based on quality standards, capacity and services to calculate their operating cost to keep them in good condition.

  • After all the calculations, a customized asset management plan is designed to meet the client’s future needs.

DKL Financial Services Inc has experienced financial advisors providing asset management services in Kelowna. Reach out to us today!

“It feels different in here. We’re a family. We care, and we’re going to be there to help.” 

Dale Lamb – Financial Advisor DKL Financial Services Inc

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Contact Information

Address

216-3477 Lakeshore Road

Kelowna, BC V1W 0A7

 

Phone: 778-940-3607

Email: dprice@assante.com

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Plan It with Us

Our financial advisors can help identify opportunities and guide you to make informed decisions for building and protecting your savings based on your goals and plans for the future.

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Trusted Advice

Through a personalized, comprehensive approach to wealth management, we offer services for high-net-worth individuals, businesses, and families.

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Understanding Your Needs

We realize that every financial situation is unique, and we’re dedicated to tailoring a plan to your specific needs.

Need Reliable Asset Management Services in Kelowna?

DKL Financial Services Inc provides a wide range of financial solutions for a stress-free future.

Contact Us Now

Contact Details

DKL Financial Group

Assante Financial Management Ltd.

 

216-3477 Lakeshore Road

Kelowna, BC V1W 0A7

 

Phone: 778-940-3607

Toll Free Number: 1-877-497-6982

Email: dprice@assante.com

 

 

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Hours of Operation

Monday - Thursday 08:30 AM - 04:30 PM

Friday 08:30 AM - 04:00 PM

Saturday - Sunday Closed

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and the MFDA Investor Protection Corporation. 

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