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 Frank Danielson established his Vancouver-based 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.
This reputation has afforded us unparalleled access to key people and resources in order to meet the wealth management needs of affluent Canadians. The Group’s strong relationships within Assante, the financial community and the business community at large, coupled with its abundant analytic resources, provide clients with a superior wealth advisory experience.
Each of our advisors act 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 planning. Probably most important; we are proactive in our efforts to help clients secure a rich, rewarding life.
Our established Personal CFO program simplifies financial decision making and helps clients translate the complexities of wealth into a more fulfilling experience. We follow a disciplined investment philosophy, yet customized to meet the individual investment objectives of our clients.
All of our professional activities are driven by our clients' financial and life goals.
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