Senior Client Services Associate at Danielson Group Wealth Management of Assante Capital Management - Vancouver, BC, CA
At Danielson Group Wealth Management, our first priority is to carefully listen to you and your family. Our discovery process is far more than just learning about the numbers. We take the time to understand your unique situation, your opportunities, your challenges and your hopes and dreams for the future. The value we bring you goes well beyond choosing and managing the right investments. We delve into every aspect of your financial picture from insurance, to wills, taxes, business strategy and more. We study your overall financial plan for issues and opportunity then help you discover more ways to make the most of your money and your life.