We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party. Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Herrick Wealth must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Assante is not responsible for any service or product supplied through Integrated Planning Group.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
Assante Financial Management Ltd.
BA, FMA, CFP®, RIS – Senior Wealth Advisor
Colin has over 15 years of experience in the Financial Industry and is committed to helping clients achieve their goals and plan for their future.
Prior to working as a Wealth Advisor at Assante, Colin was a Trust Officer at a major trust company in Vancouver and before that worked for a large Canadian mutual fund company. Growing up in the Lower Mainland, he obtained his BA from the University of British Columbia and also holds the FMA and CFP designations. Colin has taken a great interest in Socially Responsible and Sustainable investing and holds the Responsible Investment Specialist designation through the Responsible Investment Association (RIA).
Colin uses this knowledge and experience to make sure that no part of his clients’ financial plan is missed, and this comprehensive attention to detail leads to successful results. Early on in his career, he realized that the key to truly making a difference and successfully guiding clients throughout their financial lives is by listening and making sure the client is heard and their specific goals are the end objective of everything we do. And it is making a difference and seeing clients achieve their goals that he finds so rewarding about what he does.
Really, it’s all about the plan when it comes to taking care of clients and Colin and his team use a robust and personalized process to learn all aspects and goals of a client’s situation in order to determine the investment strategy that makes the most sense for them. The team specializes in helping clients through the various transitions in life such as retirement, business sale, inheritance, downsizing a home and wealth accumulation to name a few. We look to build long term relationships to ensure we are there to help guide clients though all of these transitions.
Certified Financial Planner CFP®
Canadian Securities Course (CSC)
Life Insurance licensed in BC (LLQP)
Responsible Investment Specialist
When not taking care of his clients, Colin can be found spending time with his wife and two young daughters in North Vancouver where they reside as well as playing adult league hockey and golf (when time permits!).
Assante Financial Management Ltd.
MBA – Associate Financial Advisor
Mona has been a Financial Advisor since 2018, serving high net worth clients looking to protect – and grow – their hard-earned wealth. Her focus is on relationship building, and providing a richer, truly differentiated client experience tailored to individual needs.
Prior to working as an Associate Financial Advisor at Assante, Mona was working for a major Canadian bank where she advised clients on various financial matters.
Mona takes a disciplined approach to Wealth Management in order to help her clients achieve their goals for retirement planning, wealth planning, debt management and tax planning to name a few– a blueprint that she follows, monitors and uses as her touchstone to ensure consistency.
Leveraging the insight and resources of our team, Mona is able to offer a holistic approach – encompassing all aspects of wealth management: investment planning, wealth building, retirement planning, business planning, the impact of life changes, estate & insurance services, tax planning, and philanthropic giving. Mona has a Bachelors in Accounting with a minor in Audit, as well as a Masters in Business Administration (MBA). Mona is Mutual Funds licensed and is currently working towards completing her designation as Certified Financial Planner (CFP).
Master’s in Business Administration (MBA)
Certificate in Project Management
Certified ScrumMaster (CSM)
Investment Funds in Canada (IFC) – Canadian Securities Institute
In her spare time, Mona enjoys spending time with her partner and their two cats, Chocolate and Cookie. They enjoy hiking and paddle boarding during warmer summer weather as well as camping throughout BC.
Assante Financial Management Ltd.
BA – Investments Funds Associate
Amelia has been working in financial services since 1999 and has been a part of the team for over a decade. Her focus is providing superior client service as well as transaction processing and follow-up.
Amelia has a BA from Simon Fraser University and is Mutual Funds licensed in BC.
Mutual Funds licensed in BC
She enjoys running and spending quality family time with her husband and son.
