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Ray Glicksohn, B.Comm, Cfp® Email & Phone Number
Senior Financial Planner at Danielson Group Wealth Management/Assante Capital Management Ltd., Mentor, Entrepreneur
at
Danielson Group Wealth Management of Assante Capital Management Ltd.
1 work email found
@assante.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Danielson Group Wealth Management of Assante Capital Management Ltd.
Role
Senior Financial Planner at Danielson Group Wealth Management/Assante Capital Management Ltd., Mentor, Entrepreneur
Location
Vancouver, British Columbia, Canada
Who is Ray Glicksohn, B.Comm, Cfp®? Overview
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Quick answer
Ray Glicksohn, B.Comm, Cfp® is listed as Senior Financial Planner at Danielson Group Wealth Management/Assante Capital Management Ltd., Mentor, Entrepreneur at Danielson Group Wealth Management of Assante Capital Management Ltd., based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Ray Glicksohn, B.Comm, Cfp®.
Ray Glicksohn, B.Comm, Cfp® previously worked as Senior Investment Advisor at Danielson Group Wealth Management Of Assante Capital Management Ltd.. Ray Glicksohn, B.Comm, Cfp® holds Bcomm from The University Of British Columbia.
Company email context
Email format at Danielson Group Wealth Management of Assante Capital Management Ltd.
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*@assante.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ray Glicksohn, B.Comm, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ray Glicksohn, B.Comm, Cfp®
What are your goals? Do you want to learn more about where you stand in relation to your financial goals and how you can better optimize your wealth plan? In my experience, clients who lack a clear road map tend to make untimely mistakes and lack the conviction to make more confident decisions. "Why" is often even more important than "What".I take a proactive approach in helping my clients achieve their goals and realize their dreams by taking a collaborative, consultative approach. I coordinate and work in partnership with my clients' trusted professional advisors on matters involving tax, legal, insurance and investments to ensure their wealth management goals are completely integrated. Our well established Personal CFO program simplifies financial decision making and helps my clients translate the complexities of wealth into a more simplified easy to understand road map.Specialties: Integrated wealth planning delivery, tax analysis, planning and modeling, comprehensive financial planning and retirement analysis, Estate & Will planning
Listed skills include Wealth Management, Retirement Planning, Estate Planning, Investments, and 20 others.
Current workplace
Ray Glicksohn, B.Comm, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Danielson Group Wealth Management Of Assante Capital Management Ltd.
1 role · 21 years
Ray Glicksohn, B.Comm, Cfp® work experience
A career timeline built from the work history available for this profile.
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Senior Investment Advisor
2 education records
Ray Glicksohn, B.Comm, Cfp® education
Cfp (Certified Financial Planner) Advanced Financial Planning
Financial Planning Standards Council
FAQ
Frequently asked questions about Ray Glicksohn, B.Comm, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ray Glicksohn, B.Comm, Cfp® work for?
Ray Glicksohn, B.Comm, Cfp® works for Danielson Group Wealth Management of Assante Capital Management Ltd..
What is Ray Glicksohn, B.Comm, Cfp®'s role at Danielson Group Wealth Management of Assante Capital Management Ltd.?
Ray Glicksohn, B.Comm, Cfp® is listed as Senior Financial Planner at Danielson Group Wealth Management/Assante Capital Management Ltd., Mentor, Entrepreneur at Danielson Group Wealth Management of Assante Capital Management Ltd..
What is Ray Glicksohn, B.Comm, Cfp®'s email address?
AeroLeads has found 1 work email signal at @assante.com for Ray Glicksohn, B.Comm, Cfp® at Danielson Group Wealth Management of Assante Capital Management Ltd..
Where is Ray Glicksohn, B.Comm, Cfp® based?
Ray Glicksohn, B.Comm, Cfp® is based in Vancouver, British Columbia, Canada while working with Danielson Group Wealth Management of Assante Capital Management Ltd..
What companies has Ray Glicksohn, B.Comm, Cfp® worked for?
Ray Glicksohn, B.Comm, Cfp® has worked for Danielson Group Wealth Management Of Assante Capital Management Ltd..
How can I contact Ray Glicksohn, B.Comm, Cfp®?
You can use AeroLeads to view verified contact signals for Ray Glicksohn, B.Comm, Cfp® at Danielson Group Wealth Management of Assante Capital Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Ray Glicksohn, B.Comm, Cfp® attend?
Ray Glicksohn, B.Comm, Cfp® holds Bcomm from The University Of British Columbia.
What skills is Ray Glicksohn, B.Comm, Cfp® known for?
Ray Glicksohn, B.Comm, Cfp® is listed with skills including Wealth Management, Retirement Planning, Estate Planning, Investments, Retirement, Wealth Management Services, Financial Advisory, and Strategic Financial Planning.
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