Contact Info
Senior Financial Planner:
Mr. Frank Danielson

Communications Associate:
Mrs. Elaine Pitblado

Assante Financial Management Ltd.
800-650 West Georgia Street
Vancouver, British Columbia
V6B 4N8
Click to Send email Click to visit the web site
Location Map

Click and drag your mouse to move the map, or use the controls to zoom.


 

Assante Financial Management Ltd.

Wealth Planning Vancouver

Who We Are:

Our Team's mission is to serve as each client's Personal Chief Financial Officer. By collaborating to manage our clients' sophisticated and complex needs, we help bring better balance to their lives.

 

Our Core Values:

  • Uncompromising personal service
  • Putting people before numbers
  • Solution oriented
  • Commitment to excellence
  • Absolute integrity
  • Emphasis on client experience
  • Disciplined process
  • Lifelong learning

What We Do:

Frank Danielson established his financial planning practice in the spring of 1994. Since then, he and his team have built a solid reputation for attentive, client-focused service and valued advice.

Our Team acts as a Personal CFO and wealth mentor for a select number of high net worth individuals and families.

We are committed to a systematic, principled approach to wealth management. Probably most important; we are proactive in our efforts to help clients secure a rich, rewarding life.

Our Personal CFO program simplifies financial decision making and helps clients translate the complex challenges of wealth into a more fulfilling lifestyle.
Managing wealth...doesn't have to be complicated. ...read more...
HQA Referral Link

To send us an internal referral, please click here:
HQA Referrals



Visitor Feedback

Do you have an opinion about this HQA-approved business? Please use our confidential feedback form to let us know how you feel.





 
 

HealthChoices is Canada's most comprehensive health and life style directory, providing you with video and editorial content and a geographic directory of service providers. We give you solutions for life!

Would you benefit from having your advertising featured on HealthChoices.ca?

You, your suppliers or customers could be featured in this space. Contact Health Choices to find out how: click here, or call (604) 230-0735.

Disclaimer