As a Regional Wealth Planner, Damien Burleigh facilitates the delivery of wealth planning reports. Using a needs based approach, Damien works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Damien delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Damien became part of Assante Private Client in 2018. His experience in wealth planning and asset management spans over 15 years. It involves a number of roles at Coast Capital Savings including an advisory role as an Investment Funds and Insurance Specialist. Damien also spent time at Standard Life investments as an Inside Sales Consultant, where he honed his knowledge of investment products. Most recently, Damien spent the last 8 years as Director, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.