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.

Anil Khan

CPA, CGA, CFP, CLU
Senior Wealth Advisor
Assante Financial Management Ltd.
Brant Taylor

Brant Taylor

CFP, RFP, CLU, CEA, BBA
Senior 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, RFP, 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.

Frank Malinka

BCom, CFP, CLU, ChFC
Senior Wealth Advisor
Assante Financial 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.

Ray Glicksohn

B.Comm, CFP
Senior Financial Planner
Assante Capital 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.

Tony Morgan

Financial Planner
Assante Capital Management Ltd.