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, FEA
Financial Planner
Assante Financial Management Ltd.
Brant Taylor
CFP®, RFP, CLU, CEA, BBA
Senior Financial Planner
Assante Capital Management Ltd.
Brittany Adamson
BBA, CFP®, CLU, FEA
Financial Planner
Assante Financial Management Ltd.
Carlos Arostegui
BBA, CFP®, CIM
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®
Senior Wealth Advisor
Assante Financial Management Ltd.
David Woo
B.Comm, CFP®, CIM, 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
BA, CPA, CA, FEA
Senior Wealth Advisor
Assante Financial Management Ltd.
Jonah Angeles
CFP®, BBA
Financial Planner
Assante Financial Management Ltd.
Josie Madunic
BA, CFP®, CPCA
Financial Planner
Assante Capital Management Ltd.
Kelly Pather
CFP®, CEA, CPCA
Senior Financial Planner
Assante Financial Management Ltd.
Kerry Titchener
BCom
Associate Financial Advisor
Assante Financial Management Ltd.
Klay Nelson
CFP®, R.F.P.®, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.
Ksenia Kovarsky
CFP®, FEA
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
CFP®
Financial Planner
Assante Financial Management Ltd.
Sherry L. Cavallin
BA (Econ), CFP®, RFP, CLU, EPC, CHS
Senior Wealth Advisor
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.
