Meet Our People
Our people make the difference you can feel the moment you walk through our doors. We’re committed to our clients and their families, passionate about making a difference in their lives, and driven by a determination to always act in their best interests. We believe that advice is only as good as the person who gives it, so we challenge ourselves and each other to continue to become the best we can be, as people and as professionals in our field.
Click on the photos below for a brief introduction to each of our advisors. We each have a specific focus for our individual practices, along with the commensurate professional qualifications and experience. Together, we work as a team to offer our clients the best of our combined knowledge and experience, supporting each other in supporting you.
Our advisors are well supported by assistants who share a strong ‘can do’ ethos. In addition, we have access to expert advice from a wide range of financial professionals—investment analysts, accountants, lawyers and estate planning consultants—who can provide any specialized knowledge your personal situation might require.
B. Spencer Rolls
BA, CFP®, CIM
Financial Planner
Assante Financial Management Ltd.
Brant Taylor
CFP, RFP, CLU, CEA, BBA
Senior Financial Planner
Assante Financial Management Ltd.
Brittany Adamson
BBA, CFP®
Financial Planner
Assante Financial Management Ltd.
Cathie Hurlburt
CFP, CLU, R.F.P, FMA, CFDS, CHS
Senior Financial Planner
Assante Financial Management Ltd.
Colin Herrick
BA, FMA, CFP
Financial Planner
Assante Financial Management Ltd.
David Woo
B.Comm, CFP, RFP
Senior Financial Planner
Assante Capital Management Ltd.
Don Proteau
BComm, CFP, CIM
Senior Financial Planner
Assante Capital Management Ltd.
Doug Hodgins
BCom, CFP, BA
Senior Financial Planner
Assante Financial Management Ltd.
Doug Leard
CFP, CPCA, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.
Frank Danielson
B.Ed, CFP
Senior Financial Planner
Assante Capital Management Ltd.
Gary Lyons
BA, LLB
Senior Wealth Advisor
Assante Financial Management Ltd.
Irma Mattes
CFP, FMA, EPC, RRC
Financial Planner
Assante Financial Management Ltd.
Jason Ferguson
BA, MA, CFP
Financial Planner
Assante Financial Management Ltd.
Jeff Hector
CPA, CA, FEA
Senior Wealth Advisor
Assante Financial Management Ltd.
Jonah Angeles
CFP, BBA
Financial Planner
Assante Financial Management Ltd.
Josie Madunic
CFP, CPCA, BA
Financial Planner
Assante Capital Management Ltd.
Kelly Pather
CFP, CEA, CPCA
Financial Planner
Assante Financial Management Ltd.
Klay Nelson
BSc, BA, CFP, R.F.P.
Senior Wealth Advisor / Assistant Branch Manager
Assante Financial Management Ltd.
Ksenia Kovarsky
CFP
Financial Planner
Assante Financial Management Ltd.
Margo Veenhoven-Joe
B Com (Hons), CFP, TEP (Trust and Estates Practitioner with STEP)
Senior Financial Planner
Assante Financial Management Ltd.
Melanie Ferrandi
B.Comm, CFP
Senior Wealth Advisor
Assante Financial Management Ltd.
Mike Berton
CFP, CLU, RFP, CHS, FMA, B.Mus.
Senior Financial Planner
Assante Financial Management Ltd.
Paul W. Lermitte
BA, CFP, R.F.P., FEA
Senior Wealth Advisor
Assante Financial Management Ltd.
Peter Neugebauer
Associate Financial Advisor
Assante Financial Management Ltd.
Ray Glicksohn
B.Comm, CFP
Senior Financial Planner
Assante Capital Management Ltd.
Russel Jarvis
Associate Financial Advisor
Assante Financial Management Ltd.
Sherry L. Cavallin
BA (Econ), CFP, RFP, CLU, EPC, CHS
Senior Financial Planner
Assante Financial Management Ltd.
Steven Joe
CPA, CA, CFP
Financial Planner
Assante Financial Management Ltd.
Susie Howson
BBA, CPA CA, CFP
Financial Planner
Assante Capital Management Ltd.
Tony Morgan
Financial Planner
Assante Capital Management Ltd.
