Building Wealth Around What Matters Most—You!
Trusted by clients in Kelowna and across North America
A Team in Your Corner
We offer true team-based wealth management. As Assante advisors, we bring together financial planners, tax professionals, lawyers and investment specialists to support you in one coordinated plan.
We can help you:
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Retire with confidence
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Build and protect your investments
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Fund your children’s or grandchildren’s education
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Grow and transition your business
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Create a lasting legacy for family or cherished causes
Simplifying Your Financial Life
Managing wealth can be complex and time-consuming. We make it simpler by coordinating:
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Investment management
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Insurance strategies
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Tax planning
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Estate and legacy planning
You get clear advice, a custom plan, and a team to help you follow through.
What Is Asset Management?
Asset management is the ongoing process of growing, protecting, and coordinating everything you own—investments, real estate, insurance and more—so it all works together toward your goals.
For professionals, business owners and families, a thoughtful asset management strategy can:
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Keep your financial picture organized and up to date
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Manage risk more effectively
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Improve long-term returns with disciplined, objective decisions
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Reduce costly surprises and “ghost assets” that fall through the cracks
Wealth Management at the Highest Level
Private Client Investment Counsel
For high net worth individuals and families with complex financial needs, our Private Client services offer something different: direct access to specialized investment counsellors and a dedicated team of legal, accounting, and financial planning professionals. Through CI Assante Private Client, we deliver innovative tax strategies, advanced portfolio management, and completely customized wealth plans designed exclusively for you.
Built for the Game. Designed for
Life After.
Specialized Wealth Management for Professional Athletes
From your first contract to your final season and beyond, we understand the unique financial challenges athletes face. Our team specializes in cross-border strategies, tax optimization, and transition planning to help you live well today while securing your future after the game. Whether you're protecting your career earnings or planning your next chapter, we've got you covered—on and off the ice.
“It feels different in here. We’re a family. We care, and we’re going to be there to help.”
Dale Lamb – Founder, CEO & Principal Wealth Advisor