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ACCOUNTING


MARKETING & EVENTS


SERVICES & OPERATIONS


ADVISOR SERVICES


GOVERNANCE


IT SUPPORT

 * Accounting
 * Marketing & Events
 * Services & Operations
 * Advisor Services
 * Governance
 * IT Support




WELCOME
TO AVC


WELCOME
TO AVC


LASTING FINANCIAL SUCCESS



Are you a financial planner or wealth management professional seeking a
fulfilling career with ample opportunities for growth and success? Look no
further than Assante Vancouver Centre (AVC). As a branch dedicated to
personalized financial planning, we pride ourselves on providing a supportive
environment for our teams to excel. With experienced corporate support members,
cutting-edge technology, and a client-centric approach, Assante Vancouver Centre
(AVC) offers the perfect platform to thrive in the world of financial planning
and wealth management. Join us today and take your career to new heights, making
a meaningful impact on the lives of your valued clients with the assistance of a
seasoned branch.




OUR SERVICES

Assante Vancouver Centre takes immense pride in delivering a comprehensive suite
of services meticulously designed to align with your team’s unique needs and
aspirations. Our team of experienced Corporate members is resolute in supporting
your workforce development and ensuring ample capacity for serving your
clientele. Explore our diverse array of services, each thoughtfully tailored to
empower you with the assurance and clarity required to pursue your team’s goals.




ACCOUNTING

• Commission gathering from Assante
• Payroll
• Accounts Payable & Receivable
• Reconciliations
• Chargeback allocations
• Project budgeting
• Invoicing
• Support for Finance Committee & BOD


MARKETING & EVENTS

• AVC Communications
• Marketing Approvals & Co-op coordination
• Web development & maintenance
• Social media coordinator
• Creative marketing pieces for
events/newsletters/teams
• AVC & Team event coordination
• AVC fun initiatives & morale boosting efforts


CORP SERVICES & OPERATIONS

• Reception & Client welcome experience
• Centralized Processing
• Training & On-boarding
• Cheque handling & deposit
• Office supply ordering & tracking
• Facilitation & coordination of building,
tenant services
• Fire Wardens & Emergency preparedness


ADVISOR SERVICES

• Help teams facilitate best practices
• Software training
• Liaison with Head Office (build a more robust connection with Assante & AVC)
• Marketing facilitation & implementation
• Compliance guidance
• Help with escalating issues with Assante


GOVERNANCE

• Keeping the branch up to date and in compliance with Governance protocols, via
the Board of Directors, Executive Management, and other various Committees


IT SUPPORT

• IT strategy re: systems & data security
• IT tickets (triage/coordination with Cl)
• Tech troubleshooting (User/Network/Software)
• Equipment purchase & installations
• Support for Operations


WEBSITE DEVELOPMENT



In the ever-evolving landscape of wealth management, having a strong online
presence is crucial for connecting with clients and showcasing your expertise.
At AVC, we specialize in crafting sophisticated websites tailored specifically
for wealth management advisors. Our expert team specializes in creating
customized, user-friendly websites that not only look great but also drive
results. From concept to launch, we work closely with you to ensure your vision
is brought to life.


Assante Vancouver Centre
Genea Wealth
Herrick Wealth
Steven Joe Financial

PermaWealth Group
Hurlburt Jarvis Wealth
HJ Planning
HJ Planning Landing Page
Assante Vancouver Centre
Genea Wealth
Herrick Wealth
Steven Joe Financial
PermaWealth Group
Hurlburt Jarvis Wealth
HJ Planning
HJ Planning Landing Page


OUR OFFICE SPACE

Our branch is thoughtfully designed to foster collaboration, creativity, and
productivity, providing a welcoming atmosphere for financial planners and wealth
management professionals alike.

With modern amenities and state-of-the-art technology, our office space is
optimized to support your professional growth and deliver exceptional client
experiences.

With state-of-the-art facilities, including a staff kitchen for socializing, a
fully equipped mailroom for seamless communication, and thoughtfully designed
workstations, create an ideal work environment.


CONTACT US

HOW CAN WE HELP? PLEASE FILL OUT THE FORM BELOW.

Full Name
Email
Phone
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Assante Vancouver Centre is a branch that is comprised of Assante Capital
Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”) financial
advisors. ACM, a registered investment dealer, is a Member of the Canadian
Investor Protection Fund and Investment Industry Regulatory Organization of
Canada. AFM, a registered mutual fund dealer, is a member of the Mutual Fund
Dealers Association of Canada (“MFDA”), and MFDA Investor Protection Corporation
(excluding Quebec).  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.


CONTACT US |


PRIVACY POLICY |


LEGAL DISCLAIMER |


© 2024 CI ASSANTE WEALTH MANAGEMENT. ALL RIGHTS RESERVED.