Assante Wealth Management

Back to Top

Meet Our Advisors



Jack Diogo

Director/Financial Advisor

(604) 299-5122
jack@coreplan.net


Jack commenced his work in the financial planning industry in 1990 and has been advising clients on a wide range of financial matters including investments and insurance, whilst providing strategic business services to entrepreneurs and senior managers. Particular specialities that Jack brings to the group include the provision of advice / solutions to:

  • Clients with complex financial needs
  • Succession and estate planning needs
  • Wealth creation/protection strategies

He is experienced in overseeing different situations and advising on the various aspects of financial planning, particularly assisting clients in retirement and pre-retirement strategies.

Jack is a Chartered Life Underwriter (CLU) and has his qualified support team to help provide ongoing support to his clients.



Adib Yousofi

Director

(604) 637-0332
adib@coreplan.net


A founder of Yousofi Financial Services Inc., Adib commenced his financial planning career in 1987 when he started to transition from his role as an entrepreneur.

Adib’s professional attributes / interests lies in wealth accumulation strategies, investment product analysis and in personal risk insurance – all of which he delivers efficiently and effectively to an ever-growing portfolio of clients.

Adib is experienced in dealing with people and providing advice on all aspects of financial planning and has specialized skills in personal and business risk management. Adib looks forward to continue providing quality professional advice aimed at assisting clients meet their personal goals and objectives.

Adib is married with 3 children, loves biking, skiing and swimming.



Derek Rundell

President / Financial Planner

(604) 637-0338
derek@coreplan.net


For over 30 years, Founder and President Derek Rundell has worked in the financial planning, estate planning and wealth management business.

Backed by his strong reputation and invaluable industry insight, he is able to fully utilize his passion to provide clients with unbiased advice and “unconstrained” customer service. As an independent, Derek would bend over backwards for his clients without fear of bureaucratic repercussions – putting his clients’ needs above everything else.

As President of the company, Derek is responsible for financial management policy and decisions, contributing at Board level to the development and implementation of company strategic policy generally.

Derek has earned his Bachelor’s in Economics, CLU, EPC, is a member of the Financial Planning Association, and is an insurance specialist.

Derek deals with a wide range of clients including wealth accumulators, business owners, pre-retirees and post-retirees. Having specialized skills in the area of Elder Care Planning, he enjoys facing challenges and overcoming them by assisting the elderly in their planning and care in terms that they not only accept but appreciate.



Colin James, B.A.

Associate

(604) 637-0330
colin@coreplan.net


Since 2000, Colin has delivered tailored, integrated wealth management solutions to help families achieve their financial goals. He also has been working with business owners over the past decade helping them with group benefits plans, key person issues and shareholder agreement funding.

One of the things Colin hears from his clients is that he helps them understand complex financial issues and that he is easily approachable with a pleasant demeanour. Expect a relaxed experience when working with him.

Colin is a life-long musician and an avid cyclist. He often cycles to work rather than drive and he is involved in the cycling community helping to make bike routes throughout Metro Vancouver safer for all.


CorePlan offers you comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone. CorePlan is NOT affiliated or licensed through large banks, funds management or life insurance companies. CorePlan is independently owned and licensed. CorePlan’s approved list of strategies and investment products are tailored and recommended SOLELY around your needs and what is appropriate for you, without outside influence. View Our Financial Service Listing


COPYRIGHT © 2014 COREPLAN FINANCIAL INC.
Privacy · Important Information

FINANCIAL ADVICE YOU CAN TRUST