Who We Are
"Holistic wealth management solutions treat your finances as part of a bigger picture. At Oracle, we provide the financial insight our clients need to achieve those big-picture goals."
Oracle is proudly from the Pacific Northwest. With offices based in Terrace and Kitimat, you will always have a team member available
Our Advisors and staff members abide by a strict code of ethics and confidentiality. Your requests are guaranteed to be completed in a timely and efficient manner.
Oracle has a small team who keep confidentiality at the forefront. Here, the protection of your privacy and personal information is taken seriously.
Over 20 years of industry experience situated in Northern B.C. gives us the knowledge and expertise to serve our community.
When you choose an Assante Wealth Management advisor, you are joining a national success story. Established in 1995, Assante has since become one of the largest wealth management firms in Canada, supporting over 830 advisors who oversee approximately $44 billion in assets for clients and their families nationwide.
In 2003, Assante was purchased by CI Financial Corp. – a diversified wealth management firm and the third-largest investment fund company in Canada – bringing additional financial strength and resources to the Assante organization. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index.
The advantages are clear.You can feel secure knowing that your financial needs are being looked after by an Assante advisor. Our advisors, on average, administer almost twice the assets of advisors at other major independent firms. That's a powerful indication of their proficiency – and the trust they have earned from their clients.
With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Assante advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.
To find out more about Assante Wealth Management, please visit our public website.
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