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Adrian Spitters

Assante Capital Management Ltd.
Financial Planning

Contact Information:

101 - 33386 South Fraser Way
Abbotsford, BC V2S 2B5
Canada
T: (604) 855-6846
F: (604) 859-4105
http://www.assante.com/advisors/aspitters/

Years in Business:

 

24

Clients I'm Seeking:

 

We simplify and enhance the lives of a select group of affluent households, business owners, and farmers by providing integrated wealth management solutions tailored to their unique needs. Most importantly, we work alongside our clients’ own team of professionals, whether it be their lawyer or accountant, so that all facets of their financial well-being are considered. The result is one complete, and simple plan, giving clients greater piece of mind in life. Our services are most suitable for households with over $500,000 in investable assets. We accept new clients by referral only so your support is greatly appreciated.

About My Business:

 

Wealth management, access to portfolio design, construction and investment management through United Financial, a division of CI Private Counsel LP, retirement planning, financial planning, risk management, estate planning, business exit planning, tax planning, philanthropy & planned giving.

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