About Assante South Surrey

Assante Wealth Management is one of Canada’s largest wealth management groups. In Surrey, we’ve spent more than 20 years building relationships with families who seek sound financial advice and holistic wealth planning solutions.

We are home to Surrey’s only two Multi-Family Offices. While the concept of a Family Office isn’t a new idea, we are taking the lead in Surrey by providing high-net-worth families with a comprehensive wealth management solution. Our Assante advisors protect and grow your wealth through prudent investment management, risk management, estate planning, tax planning and philanthropic planning, ensuring the smooth transition of your wealth and legacy for future generations.

Planning for life’s challenges while building meaningful relationships with families is at the core of what we do. Reach out to us today to see which one of the teams at Assante South Surrey is a suitable fit for you.

Meet Our Teams

Assante Team

Legacy Family Office

(Assante Financial Management Ltd.)
Legacy Family Office is a multi-generational advisory firm helping you navigate the complexities of family, money and business. They educate, advise and facilitate healthy dialogue and decision making – protecting your family and legacy for generations.

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Assante Team

Sana Family Office

(Assante Capital Management Ltd.)
Sana Family Office was built by business owners, for business owners. We guide entrepreneurs and affluent families through life's challenges by offering a total package of comprehensive wealth planning solutions.

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Assante Team

Oaktree & Associates

(Assante Capital Management Ltd.)
Alistair Milne and Chad Darbyshire have a combined 40 years of experience in the wealth management industry. Their holistic approach to wealth management is built around their clients' needs and dreams. They also love what they do.

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What We Do

 

Approaching the complexities of wealth can be daunting, but our teams at Assante South Surrey are well-equipped to help you achieve your goals. These are some of the areas where we can guide you towards financial freedom.

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Wealth Management

Your Assante advisor will address cash flow and debt management issues, risk management, will & estate planning, tax planning, multi-generational planning and charitable giving strategies.

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Life Transitions

Your Assante advisor will walk with you through life’s significant transitionary moments. From pre-retirement planning and pension planning to divorce planning or education planning, your Assante advisor has the experience to carefully guide you through those most significant moments in your life.

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Business Planning

Your Assante advisor will walk with you through the various stages of business growth, maturity and transition, specifically addressing the succession planning and tax planning opportunities available to small business owners.

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Personal Finance

Your Assante advisor works with you to create a strategic investment strategy tailored to your desired risk tolerance and financial goals. They will maintain the appropriate asset allocation and oversee a tax-efficient investment plan to enhance your after-tax rate of return.

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Financial Safeguards

Your Assante advisor will discuss with you the different insurance options available to help enhance your overall financial strategy. Then, they can help create an insurance plan to protect both your financial and personal well-being.

 

Community

We’re honoured to be involved with these fantastic philanthropic organizations within the community. Click on the logos to learn more about these superb non-profit organizations in Surrey.

Surrey Cares Big Brothers

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Find Us

Surrey Location

#310, 15288 54A Avenue, Surrey, BC

Tel: 604-579-0788