John Lawson (left) and Jeff Hector (right) from Assante Wealth Management have opened Surrey’s first Family Office.

John Lawson (left) and Jeff Hector (right) from Assante Wealth Management have opened Surrey’s first Family Office.

Assante brings the Family Office to Surrey

Growth of business in Surrey has brought demands for a Family Office

By John Lawson CFP, FEA, CIM, CEPA & Jeff Hector CPA, CA, FEA

People often ask us, “what is a family office?”

These same people may already know the name Assante Wealth Management. They know the name represents quality advisors who develop deep and impactful relationships with families and businesses.

However, the concept of a family office is still a foreign concept to most.

Our Family Office specializes in taking care of the unique needs of business families. We act as your “Chief Financial Advisor,” bringing all aspects of your personal, business, philanthropic, estate and risk planning together while co-ordinating with specialized advisors.

A common concern with our clients is creating good inheritors. They have worked diligently to build what they have, but often worry if their kids and grandkids have the tools to carry on the family torch.

We have developed a culture of mentorship both in our own business and with the families we work with. This ensures that future generations are equipped with the resources and support to carry on the family legacy.

We also know that one of the most stressful situations families face is having their parents move into care homes. Our family offices work with you every step of the way to transition your parents into the next stage of their life.

Why we’re here

The national branding for Assante this year has circled around the question “why we’re here.”

So, let us tell you a bit about ourselves.

We’ve both been long-time residents of Surrey, with Jeff primarily working out of downtown, while John worked out of Abbotsford. Combined, we’ve been helping families in business for more than 40 years.

Jeff is a partner with Assante Financial Management Ltd.’s Legacy Family Office, and the reason behind the name is simple. Family Offices help families leave a legacy for generations. Jeff and his team have been helping high-net worth families accomplish this for decades.

John’s team is Sana Family Office of Assante Capital Management Ltd. The name Assante originates from the Swahili phrase “thank you.” However, the most commonly used phrase involving Assante is “Assante Sana,” meaning “thank you very much.” The name signifies our gratitude towards families who have trusted us to guide them through life’s challenges.

“I learned the term Assante Sana in Kenya last year, and I can tell you I was sincerely grateful to be there,” said our client Terry-Lynn Stone. “I’m not sure I would have been there without all the support and wonderful advice from John’s team!”

For years, we’ve envisioned opening a Family Office in Surrey. Now, we’re bringing Surrey its first long-awaited Family Office.

The need for Surrey’s first Family Office

We love living in Surrey, but that’s not the only reason why we decided to set up a Family Office here.

It’s no secret that Surrey is one of the fastest-growing cities in the country. Stemming from that is the growth of businesses, and the rising number of families in business who would benefit from working with a Family Office.

Assante’s growth in Western Canada isn’t happening by accident, Assante President Sean Etherington said. “Advisors such as John and Jeff are bringing peace of mind to families and business owners with care and dedication to each situation that comes their way.”

We look forward to meeting you and perhaps if the fit it right, an opportunity to serve as your Family Office.

If you would like to meet with either of us to discuss your unique situation, you can call us at 604-372-3372 or visit us at #310, 15288 54A Avenue in Surrey.

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.

Just Posted

Rents range from $1,000 for a studio apartment up to almost $2,000 for a family townhouse at Emmaus Place, built as affordable housing. (Langley Advance Times files)
Rents out of reach at Langley affordable housing project, say would-be tenants

Rents for a studio apartment start at $1,000 a month

Belmont school in Langley reported one person tested positive for COVID-19 (Undated Google Maps image)
COVID-19 cases reported at Belmont Elementary and DW Poppy schools in Langley

Fraser Health says in both cases the affected individuals are self-isolating at home

Tamara Jansen in the House of Commons. (CPAC)
Jansen says Liberals dropped the ball on vaccines

The MP launched the attack during question period

The family owned and operated Twilight Drive-In, located in Aldergrove, has been in operation since 2005. (Aldergrove Star files)
COVID restrictions curtain Twilight Drive-In for two weeks

Owner Jay Daulat is hopeful the Aldergrove business can re-open after Dec. 7

Chief Robert Gladstone of Shxwha:y Village at a federal flood funding announcement April 24, 2019. (Jenna Hauck/Chilliwack Progress file)
Consortium of Indigenous chiefs seeking a way to participate in cannabis economy

All Nations Chiefs from the Shxwha:y, Cheam, Soowahlie and Sq’ewlets holding online forum Dec. 2

Mary Cox and Jack Plant dance in their pyjamas and slippers at the morning pyjama dance during the Rhythm Reelers’ 25 Annual Rally in the Valley Square Dance Festival in Chilliwack on June 4, 2011. Sunday, Nov. 29, 2020 is Square Dancing Day. (Jenna Hauck/ Chilliwack Progress file)
Unofficial holidays: Here’s what people are celebrating for the week of Nov. 29 to Dec. 5

Square Dancing Day, Disability Day and International Ninja Day are all coming up this week

Black Press Media and BraveFace have come together to support children facing life-threatening conditions. Net proceeds from these washable, reusable, three-layer masks go to Make-A-Wish Foundation BC & Yukon.
Put on a BraveFace: Help make children’s wishes come true

Black Press Media, BraveFace host mask fundraiser for Make-A-Wish Foundation

114 Canadians were appointed Nov. 27 to the Order of Canada. (Governor General of Canada photo)
Indigenous actor, author, elder, leaders appointed to Order of Canada

Outstanding achievement, community dedication and service recognized

Screenshot of Pastor James Butler giving a sermon at Free Grace Baptist Church in Chilliwack on Nov. 22, 2020. The church has decided to continue in-person services despite a public health order banning worship services that was issued on Nov. 19, 2020. (YouTube)
2 Lower Mainland churches continue in-person services despite public health orders

Pastors say faith groups are unfairly targeted and that charter rights protect their decisions

Cannabis bought in British Columbia (Ashley Wadhwani/Black Press Media)
Is it time to start thinking about greener ways to package cannabis?

Packaging suppliers are still figuring eco-friendly and affordable packaging options that fit the mandates of Cannabis Regulations

A big job: Former forests minister Doug Donaldson stands before a 500-year-old Douglas fir in Saanich to announce preservation of some of B.C.’s oldest trees, July 2019. (B.C. government)
B.C. returning to ‘stand-alone’ forests, rural development ministry

Horgan says Gordon Campbell’s super-ministry doesn’t work

Peter Wilson, left, and Micah Rankin, right, formed the Special Prosecutor team that was tasked with reviewing and litigating charges stemming from the Bountiful investigation. Trevor Crawley photo.
End of Bountiful prosecution wraps up decades of legal battles

Constitutional questions had to be settled before a polygamy prosecution could move forward

Despite rumours, Surrey RCMP say they are not issuing tickets to people if they are driving in a vehicle with others from a different household. (File photo)
COVID-19 tickets: No, RCMP aren’t checking vehicle occupancies, restaurant tables

Enforcement about education, not punishment says Surrey RCMP Cpl. Joanie Sidhu

Alexandre Bissonnette, who pleaded guilty to a mass shooting at a Quebec City mosque, arrives at the courthouse in Quebec City on February 21, 2017. THE CANADIAN PRESS/Mathieu Belanger - POOL
Court strikes down consecutive life sentences; mosque shooter has prison term cut

The decision was appealed by both the defence and the Crown

Most Read