• Home
  • About
  • Services
    ▼
    • Family Office
    • ENTERPRISE oversight
    • WEALTH management
    • WEALTH transfer
    • PHILANTHROPIC Planning
  • Blog
  • Contact
  • Home
  • About
  • Services
    • Family Office
    • ENTERPRISE oversight
    • WEALTH management
    • WEALTH transfer
    • PHILANTHROPIC Planning
  • Blog
  • Contact
Legacy Family Office

Summer 2026 Newsletter 102A

Jul 13, 2026

VIEW AS PDF
FacebookTweetLinkedInEmail

Recent Posts

  • Financial Checklist for New Parents in Canada
  • Creating your dream Family Vacation – the Great Canadian Bucket List
  • Summer 2026 Newsletter 102A
  • How to Catch Up on Your RRSP Contributions
  • Executive summary – Robin Esrock

Recent Comments

No comments to show.

Strategic. Thoughtful. Responsive. Unique.

• Legacy • Family • Office

Email

legacyfamilyoffice@assante.com

Vancouver Office

2350-650 West Georgia Street,
23rd Floor, Vancouver, BC, Canada

Phone Number

1 (604) 678-3003

Surrey Office

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.

© 2026 Legacy Family Office Private Client, CI Assante Wealth Management. All Rights Reserved.

  • Follow
  • Follow
  • Follow

DISCLAIMER | PRIVACY | CI ASSANTE | CLIENT LOGIN