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Our

Team

Building a financial plan to secure your future is challenging when you don’t possess the financial knowledge, and finding an advisor you can trust with your money is no easy task.

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Planning for the future can be challenging.

We help turn challenges into opportunities.

The PermaWealth team knows how these challenges can take a severe toll on your emotional and physical well-being. We believe planning for your future need not be stressful. If you’re feeling confused about who or what you need to achieve your financial goals, you’re at the starting line. Now, let’s begin.

Our PermaWealth Group Values

Through successful financial planning and implementation, our clients thrive. We bring these core values to the process:

Positivity

Financial planning and management involve facing your fear of risk–and that can be scary! An optimistic mindset helps overcome the emotional challenges that will inevitably arise as the market changes. Having a well-crafted plan and strategy enhances this mindset. Positive relationships help increase overall well-being and foster an optimistic attitude, which is crucial for responding positively in times of uncertainty.

Engagement

Financial planning is so much more than account statements and online apps. We focus on providing more to our clients. That’s why we regularly hold client education and appreciation events, conduct client surveys, and listen to your feedback.

Relationships

Many of our client relationships span decades and generations. We deeply value the trust our client families place in us, so we’re here to support you, no matter what challenges arise.

Meaning

Ultimately, it is not about the numbers. However, you find meaning, we are here to help you.

Achievements

Don’t you love that feeling of satisfaction when you achieve a challenging goal? We can’t guarantee you will obtain all your life goals, but we can guarantee our commitment to helping you achieve them.

Our commitment to our clients.

Our mission is to enhance our clients' financial peace of mind, and we want you to feel comfortable throughout our time working together. That's why we will be available, listen to your feedback, and communicate the technicalities of financial planning in a way you understand.

Our vision is to solve financial complexity for each client to help achieve their unique desired lifestyle. Your PermaWealth advisor is committed to helping you:

01.

Simplify the technicalities of financial planning

02.

Reduce your financial stress

03.

Help you feel confident and optimistic about your financial future

Our Team

Carlos Arostegui

BBA, CFP®, CIM - Senior Financial Planner

Don Proteau

B.Comm., CFP®, CIM® - Senior Financial Planner

Brant Taylor

CFP®, CLU®, R.F.P.®, CEA, BBA - Senior Financial Planner

Alex Hack

B. Mgmt, PFP® - Financial Planner

Wendy Valerio

Associate Financial Advisor

Take the First Step to Secure
Your Future Today

Whether you need unbiased investment strategies, insurance, tax, or estate planning, your PermaWealth advisor has you covered. Book a call with us today.

Book a Consultation

Our Connection to CI Assante Wealth Management

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The PermaWealth Group is located in the Assante Vancouver Center branch. CI Assante Wealth Management is one of Canada’s largest wealth management firms, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020. Canadians trust Assante for a reason–we were ranked #1 for customer satisfaction and wealth management by JD Power in 2021.

Carlos Arostegui

BBA, CFP®, CIM® – Senior Financial Planner

Expertise

Carlos works with high-achievers and stands at the core of their financial lives. As one client recently said: “I’m glad you live and breath all this money stuff so I don’t have to”.

When Carlos engages with his network or with his clients’ trusted professionals, he aims to deliver a cohesive experience in the areas of insurance, tax, investments, cash flow, and debt. The idea is to integrate these financial pillars into a unified plan. His main goal, however, is to do this while delivering an outstanding customer experience.

Worth Noting

With his busy and active life, Carlos enjoys hiking and keeping to a healthy lifestyle. 

Book a Call

Don Proteau

B.Comm, CFP®, CIM® – Senior Financial Planner

Expertise

For more than four decades, Don has helped his clients achieve their financial and life goals. Born and raised on Vancouver Island, Don attended the Sauder School of Business at the University of British Columbia, graduating with a Bachelor of Commerce Degree.
Don was one of the first to earn the CERTIFIED FINANCIAL PLANNER® designation in Canada in 1996, and the Chartered Investment Manager designation in 2013.
Working mainly by referral, Don built his practice advising over 100 client families on earned trust and consistent service through all life events and market cycles.

Worth Noting

With his busy spouse, Kim, he pursues a life balance of family connection and travel. Personal activities include grandparenting, recreational hockey, and gym workouts.

Book a Call

Brant Taylor

CFP®, CLU®, RFP®, CEA , BBA – Senior Financial Planner

Expertise

For over twenty-five years, Brant has specialized in providing comprehensive wealth management to his clients whether they are executives, self-employed, retired, or even encountering a life event such as an inheritance. Although his practice is primarily in British Columbia, he has clients across the country. Brant routinely deals with situations where the level of complexity is high. He also enjoys the intellectual challenge of finding solutions and designing strategies that allow his clients to tackle their challenges directly.

Worth Noting

Brant listens to what his clients want out of life. He recognizes that more than technical expertise and knowledge are needed to achieve the best possible outcome. Brant takes the time to understand his clients as unique individuals with aspirations for themselves and their families.

Book a Call

Alex Hack

B. Mgmt, PFP® - Financial Planner

Expertise

Alex, a native of the Okanagan region, began his career in the financial industry in 2015. With a solid background in consulting and advisory roles at major banking institutions, he brings a wealth of experience to his current position. In June 2024, Alex joined Assante, driven by his commitment to fostering close client relationships and providing comprehensive financial guidance. He is enthusiastic about collaborating with all teams at Assante Vancouver Centre and developing personal connections with clients. Alex’s areas of expertise encompass retirement planning, investment advisory, cash flow management, tax planning, and estate guidance.

Background

- Personal Financial Planner (PFP®)
- Canadian Investment Funds Course (IFIC) – Mutual funds license
- Bachelor’s Degree in Business Management (University of British Columbia – Okanagan)

Worth Noting

Alex enjoys exploring the great outdoors through hiking and immersing himself in nature, and spending quality time with his family.

Wendy Valerio

Associate Financial Advisor

Expertise

Wendy has been in the financial industry since 2021 and is passionate about financial planning. She can help you with retirement planning, corporate planning, insurance protection, and tax planning. For her, wealth preservation is all about thoughtful strategy and careful planning. Entrepreneurship is one of Wendy’s favorite topics because being in business requires thinking fast, acting quickly, and staying creative. She often says, “A goal without a plan is just a dream.” Throughout her work, Wendy is committed to building long-term relationships grounded in loyalty, trust, honesty, integrity, and respect.

Background

- Bachelors Degree in Marketing Management (BCIT)
- Canadian Investment Funds (IFSE Institute)
- Life License Qualification Program LLQP (Insurance Council of BC)

Worth Noting

Wendy brings a unique blend of creativity and strategy to her work, holding a degree in journalism from Brazil and a Marketing Management credential from BCIT, earned in 2019. Wendy moved to Canada in 2014, drawn by the opportunity to explore new horizons and make a home abroad. When she’s not helping clients plan their financial futures, Wendy loves immersing herself in psychology books, expressing herself through dance, and exploring new places through travel.