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Chad Darbyshire RRC, EPC, PFP, CIM

Wealth Management Advisor

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A little about Chad

Chad has been a Wealth Management Advisor since 2006, holds numerous designations incl EPC, PFP, EPC, CIM. Chad  has teamed up with Alistair to create the Oaktree & Associates team which holds numerous licensees and industry accreditations. Our team has over 100 years of Financial Planning experience which allows us to provide the highest level planning for individuals & corporate cliental.

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Chad is passionate about golf and his clients

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Chad is an avid golfer playing over 150 courses just in BC, which included playing a round with his father on Friday afternoons weather permitting for over 20 yrs. Chad also plays South Surrey softball and has been with the same team for close to 20 yrs. As well, Chad is involved with several local Groups and Associations in an effort to support and give back to the community.

Previous to becoming a Wealth Management Advisor, Chad was involved in several aspects of home construction as well as becoming a Real Estate agent for several years in the South Surrey area.

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Oaktree & Associates  |  CI Assante Wealth Management Ltd.

Suite #310, 15288 - 54A Avenue
South Surrey, BC, V3S 6T4

FIND OUT HOW WE CAN HELP 

MEET WITH A WEALTH PLANNER TODAY

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DISCLAIMER | PRIVACY | ASSANTE | © 2021 Oaktree and Associates, Assante Wealth Management Ltd.

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