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Rapid Fire: Portfolio Manager Insights with Alfred Lam & Legacy Family Office Private Client

Aug 19, 2026

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legacyfamilyoffice@assante.com

Vancouver Office

2350-650 West Georgia Street,

23rd Floor, Vancouver, BC, Canada

Phone Number

1 (604) 678-3003

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310 – 15288 54A Ave
Surrey, BC, Canada

Mailing Address

#2350-650 West Georgia Street,

Vancouver, BC, V6B 4N8, Canada

CI Assante Wealth Management Ltd. operates as CI Assante Wealth Management, a dual-registered firm offering investment, mutual fund, and exempt-market products and services.

Wealth Planning services may be provided by an accredited advisor of CI Assante Wealth Management or CI Assante Private Client (a division of CI Private Counsel LP) and in some cases, by a non-affiliated third party. Insurance products and services are offered through Assante Estate and Insurance Services Inc.

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization and Canadian Investment Protection Fund.

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