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Kelly A. Pather, Cfp, Cea, Cpca is listed as Helping Professionals Transition Comfortably Into & Beyond Retirement | Financial Advisor | Certified Executor Advisor at Legacy Family Office at Assante Financial Management Ltd., a company with 8 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Kelly A. Pather, Cfp, Cea, Cpca.
Kelly A. Pather, Cfp, Cea, Cpca previously worked as Financial Planner at Legacy Family Office At Assante Financial Management Ltd. and Financial Planner at Assante Wealth Management. Kelly A. Pather, Cfp, Cea, Cpca holds Certificate In Financial Planning, Financial Planning from Canadian Institute Of Financial Planning.
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AeroLeads found 1 current-domain work email signal for Kelly A. Pather, Cfp, Cea, Cpca. Compare company email patterns before reaching out.
In my twenty years as a financial planner, I have successfully guided clients through major life events and some of the most difficult financial markets in decades. I understand the value of money and how hard people work. When they say, “Am I going to be comfortable in my retirement?” I want to say “yes” with confidence.As a Financial Planner…My area of expertise within the Legacy Family Office at Assante Financial Management Ltd. is working with professionals and retirees who are making major life transitions. Those transitions usually come with doubts. Assuring them that the work has been done and the correct strategies are in place for them to live out their retirement as planned, is paramount. Though dealing with numbers and data, there is an emotional side of the equation in every plan. Taking a holistic approach to develop an all-encompassing view of a family's financial picture, I dig deep into concerns and work with the facts to achieve the best solutions for a family’s unique scenario.As a Community Leader…I believe that giving back to community is an important part of life. With a passion for the arts, I am a Ballet BC committee member for their Up program. This program provides opportunities for young patrons to support one of the world’s leading contemporary ballet companies while connecting with other young arts enthusiasts in Vancouver. I also volunteer as the co-manager of my daughter’s soccer team.If you’d like to connect to learn more, please send me an email at:kpather@assante.comOr, if you prefer to call directly: 604-678-3099
Listed skills include Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, and 18 others.
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Vancouver, Canada
Vancouver, Canada Area
I provided support to a Financial Planning Team as well as assisted with the Office Manager duties for the firm.
Vancouver
Provided customer services, hired and coached new employees, and supervised the accurate completion of all administrative duties.
Other employees you can reach at legacyfamilyoffice.ca. View company contacts for 8 employees →
Jeff Hector Cpa, Ca, Fea
Colleague at Legacy Family Office At Assante Financial Management Ltd.
Vancouver, British Columbia, Canada, Canada
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BS
B. Spencer Rolls Ba, Cfp®, Cim, Fea
Colleague at Legacy Family Office At Assante Financial Management Ltd.
Burnaby, British Columbia, Canada, Canada
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DF
Delphina Fitter
Colleague at Legacy Family Office At Assante Financial Management Ltd.
Vancouver, British Columbia, Canada, Canada
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PW
Paul W. Lermitte, Ba, Cfp, Rfp, Fea
Colleague at Legacy Family Office At Assante Financial Management Ltd.
Vancouver, British Columbia, Canada, Canada
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Quick answers generated from the profile data available on this page.
Kelly A. Pather, Cfp, Cea, Cpca works for Legacy Family Office at Assante Financial Management Ltd..
Kelly A. Pather, Cfp, Cea, Cpca is listed as Helping Professionals Transition Comfortably Into & Beyond Retirement | Financial Advisor | Certified Executor Advisor at Legacy Family Office at Assante Financial Management Ltd..
AeroLeads has found 1 work email signal at @assante.com for Kelly A. Pather, Cfp, Cea, Cpca at Legacy Family Office at Assante Financial Management Ltd..
Kelly A. Pather, Cfp, Cea, Cpca is based in Vancouver, British Columbia, Canada while working with Legacy Family Office at Assante Financial Management Ltd..
Kelly A. Pather, Cfp, Cea, Cpca has worked for Legacy Family Office At Assante Financial Management Ltd., Assante Wealth Management, Integrated Planning Group/Fpc Investments, and Canada Trust.
Kelly A. Pather, Cfp, Cea, Cpca's colleagues at Legacy Family Office at Assante Financial Management Ltd. include Jeff Hector Cpa, Ca, Fea, B. Spencer Rolls Ba, Cfp®, Cim, Fea, Delphina Fitter, and Paul W. Lermitte, Ba, Cfp, Rfp, Fea.
You can use AeroLeads to view verified contact signals for Kelly A. Pather, Cfp, Cea, Cpca at Legacy Family Office at Assante Financial Management Ltd., including work email, phone, and LinkedIn data when available.
Kelly A. Pather, Cfp, Cea, Cpca holds Certificate In Financial Planning, Financial Planning from Canadian Institute Of Financial Planning.
Kelly A. Pather, Cfp, Cea, Cpca is listed with skills including Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, Wealth, Wealth Management, Mutual Funds, and Estate Planning.
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