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Surevest Private Wealth for Seamless Cross-Border Solutions

Surevest Private Wealth

CI Assante Wealth Management's referral relationship with Surevest Private Wealth in California and Arizona helps us provide our clients living or working in the U.S. with a seamless cross-border financial strategy.  Led by CEO and Chief Investment Strategist Robert Luna, the Surevest Private Wealthy team of financial planning and investment management specialists have earned some of the most recognized and valuable credentials in the US investment industry.

To learn more about Surevest Private Wealth, please visit



Surevest Private Wealth services are provided by referral.  Survest Private Wealth is a registered business name of Surevest, LLC, an SEC registered investment adviser with offices in Arizona and California.  CI Financial Corp. ("CI") indirectly owns a majority of its subsidiary, Surevest LLC. 


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DKL Financial Group understands the needs of every individual and offers the right team to manage your wealth.

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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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