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You cannot trust just anyone with your money and your future. It is important to choose a firm with experience, knowledge and a clear vision. DKL Financial Group has a team of seasoned professionals with decades of experience and problem-solving capabilities. We are here to offer you the best possible financial advice, keeping your best interests in mind.


The portal below allows you to access your personal account information including Investor Online, Assante Private Client, Evolution Private Managed Accounts and Optima Strategy.

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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




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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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