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Private Client Investment Counsel in the Okanagan Valley

Private Client Investment Counsel services are offered through CI Assante Private Client, a division of CI Private Counsel LP, providing high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs.  This solution offers attentive client investment service by CI Assante Private Client Investment Counsellors and comprehensive wealth plans prepared by their team of legal, accounting and financial planning professionals.

 

Private Client Investment Counsel is available by referral to CI Assante Private Client, a division of CI Private Counsel LP. 

  • A tailored wealth plan

  • Direct access to the investment management and wealth planning professionals of Assante

  • CI Assante Private Client, a division of CI Private Counsel LP

  • Innovative tax optimization strategies, including tax-efficient Corporate Class mandates for non-registered accounts

  • Advanced portfolio management

  • Risk management

  • Assets are segregated with a separate custodian for added protection

  • Integration of business interests

  • Customized reporting

  • Exclusive Private Client quarterly publication

For more information about the Private Client program, please speak to our team to find out if it’s right for you.

Your Private Consultant

A team of legal, accounting, and financial professionals works with you to offer you help with your wealth management.

Hire a Private Financial Advisor

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: info@dklfinancialgroup.ca

 

 

Legal- Privacy Policy

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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