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Frank Danielson, B.Ed, CFP, Senior Financial Planner
Assante Financial Management Ltd.
Email: fdanielson@assante.com
Tel: (604) 638-0345
Personal CFO responsible for overall financial strategy, portfolio modeling and financial plan execution.
Since 1994, Frank Danielson has built a reputation for attentive, client-focused service and valued advice. He currently serves as Personal CFO for a number of high net-worth individuals, families, and professionals. Frank assumes responsibility for coordinating and managing the evolving needs of each of his clients, from portfolio strategy to risk management, estate and trust planning to financial planning and modeling.
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Ray Glicksohn, B.Comm, CFP, Senior Financial Planner
Assante Capital Management Ltd. (Member CIPF)
Email: rglicksohn@assante.com
Tel: (604)678-3442
Financial planning/modeling; risk minimization including insurance; tax and estate planning; stock & bond analysis, appointment co-ordination and ensuring client service experience.
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David Woo, B.Comm, CFP, Senior Financial Planner
Assante Financial Management Ltd.
Email: dwoo@assante.com
Tel: (604)638-0350
Comprehensive wealth management, overall portfolio design & construction, retirement income planning, risk management, tax, estate & will planning, and client education.
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Tony Morgan, Investment Fund Advisor
Assante Financial Management Ltd.
Email: tmorgan@assante.com
Tel: (604)638-0352
Integrated wealth planning delivery, Financial DNA and values assessment, comprehensive insurance review, tax, estate and will planning, Personal CFO approach and Wealth 360 process delivery and implrementation.
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Janet Gilray, Senior Administrative Associate
Assante Financial Management Ltd.
Email: jgilray@assante.com
Tel: (604)638-0335
Investment processing, manager of internal operations and transfers; general administration
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Debra Tarigan, Senior Administrative Associate
Assante Financial Management Ltd.
Email: dtarigan@assante.com
Tel: (604)678-3005
Investment processing, Marketing & Business Development, Client Communications, Special projects
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Elaine Pitblado, BA (Econ.), MBA, Communications Associate
Assante Financial Management Ltd.
Email: epitblado@assante.com
Tel: (604) 678-3006
Client events, workshops, service experience, portfolio rebalancing, asset allocation analysis and business management.
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