Assante Financial Management

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Assante Financial Management Employees

Employee
Years
Job
Industry
Christian Taillefer Christian Taillefer Winnipeg, Canada Area Details
Christian Taillefer's Assante Financial Management Experience October 2014 - Present
Job Associate Financial Advisor at Assante Financial Management
Industry Insurance
Experience
Assante Financial Management   October 2014 - Present
Desjardins Financial Security Independent Network  April 2008 - October 2014

Skills
Retirement Planning, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Critical Illness, Investments, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Estate Planning, Financial Planning, Investment Strategies

Education
Red River College   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Red River College   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lillian Pearl Lupuliak Lillian Pearl Lupuliak Calgary, Canada Area Details
Lillian Pearl Lupuliak's Assante Financial Management Experience March 1996 - January 2003
Job HR/H & S Administrator at Lilydale
Industry Food Production
Experience
Lilydale Inc.  October 2012 - Present
Lilydale Inc.  July 2012 - September 2012
Assante Capital Management  March 2003 - May 2011
Assante Financial Management   March 1996 - January 2003

Skills
Microsoft Office, Recruiting, Accounts Payable, Analysis, Accounting, Business Planning

Education
Mount Royal University
Financial Planning and Services

Northern Alberta Institute of Technology
Marketing Management/Business Administration

SAIT
Land Administration

Donna Lisoweski Donna Lisoweski Toronto, Canada Area Details
Donna Lisoweski's Assante Financial Management Experience March 2012 - Present
Job Associate Financial Advisor at Assante Financial Management
Industry Financial Services
Experience
Assante Financial Management   March 2012 - Present
Robert Half International  June 2011 - October 2011
State Street Trust Company   December 2000 - July 2010

Skills
Leadership, Accounting, Management, Investments, Interviews, Finance, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Investment Strategies, Investment Advisory, Asset Management, Fixed Income

Education
Brock University   1996 — 2000
Honors, BBA - Concentration in Finance, Finance

Cheryl Lee Cheryl Lee Toronto, Canada Area Details
Cheryl Lee's Assante Financial Management Experience March 2008 - March 2010
Job
Industry Investment Management
Experience
Invesco Canada  October 2014 - Present
Miller Thomson LLP  June 2012 - August 2014
Miller Thomson LLP  April 2010 - June 2012
Assante Financial Management   March 2008 - March 2010
Event 2 Event   August 2007 - February 2008
The International Centre for Education Inc.   December 2005 - March 2006
The Wokker Restaurant   June 1998 - December 2005

Education
George Brown College   2005 — 2007
Event & Meeting Management Certification Program

University of Toronto   2001 — 2005
BSc. (Hons), Psychology & Anthropology

Kerry Titchener (Leard) Kerry Titchener (Leard) Vancouver, Canada Area Details
Kerry Titchener (Leard)'s Assante Financial Management Experience March 2015 - Present
Job Client Service Associate at Assante Financial Management
Industry Insurance
Experience
Assante Financial Management   March 2015 - Present
Winflex Health Solutions Inc   October 2010 - March 2015
Integrated Planning Group   June 2013 - January 2014
Assante Financial Management Ltd.  January 2009 - May 2010
JOEY Restaurant Group  May 2008 - January 2009
Connor, Clark & Lunn Financial Group   April 2007 - August 2007

Skills
Project Management, Organizational..., Customer Experience, Negotiation, Attention To Detail, Corporate Communications, Analysis, Event Planning, Operations Management, Customer Service, High Level Of..., Risk Management, Employee Benefits, Marketing, Portfolio Management, Investments, Administration, Business Planning, Social Media, Strategic Planning

Education
University of Victoria   2004 — 2008
B.Com, General Management

Singapore Management University   2007 — 2007
B.Com, International Business

British Columbia Institute of Technology   2008 — 2010
Event Marketing & Interior Design

Brad Shorey Brad Shorey Vancouver, Canada Area Details
Brad Shorey's Assante Financial Management Experience October 2007 - September 2010
Job Financial Advisor at Ubique Life Planning
Industry Financial Services
Experience
Ubique Life Planning   January 2011 - Present
Assante Financial Management   October 2007 - September 2010

Skills
Customer Relations, Financial Planning, Customer Service, Microsoft Office, Investments, Risk Management

Education
Kwantlen University   2011 — 2016
Bachelor of Business Administration (BBA), Accounting and Business/Management, 4.0

Simon Fraser University   1979 — 1984
Bachelor's degree, Political Science and Government, 3.25

Frehiwot Asnake Frehiwot Asnake Vancouver, Canada Area Details
Frehiwot Asnake's Assante Financial Management Experience January 2013 - October 2013
Job at
Industry Accounting
Experience
Matthews Campbell CA   October 2013 - Present
Assante Financial management   January 2013 - October 2013
Johnsen Archer LLP, Chartered Accountants  September 2006 - December 2011

Education
CDI College

Angela Byron Angela Byron Vancouver, Canada Area Details
Angela Byron's Assante Financial Management Experience 2001 - 2002
Job Director, Community Development at Acquia
Industry Information Technology and Services
Experience
Acquia  May 2011 - Present
Drupal   August 2008 - Present
Drupal Association  January 2007 - Present
Lullabot  June 2006 - May 2011
CivicSpace Labs   December 2005 - June 2006
Nova Scotia Community College  2002 - 2005
Assante Financial Management   2001 - 2002

Skills
Drupal, PHP, MySQL, Community Building, Quality Assurance, Usability, APIs, Teaching, Presenter, Open Source, Git, LAMP, CMS, Web Development, Web Applications, Software Development, User Experience, Information Architecture, User Documentation, Public Speaking, Project Management, Unit Testing

Education
Nova Scotia Community College   2004 — 2005
Information Technology: Programming

Nova Scotia Community College   2002 — 2004
Information Technology: Web Development

Nova Scotia Community College   1999 — 2001
Computer Systems Mini/Micro

Melanie Ferrandi Melanie Ferrandi Vancouver, Canada Area Details
Melanie Ferrandi's Assante Financial Management Experience August 1991 - Present
Job Planner at Assante Wealth Management
Industry Financial Services
Experience
Assante Financial Management   August 1991 - Present

Education
University of Cape Town   1979 — 1981
B. Comm

Paul Milton Paul Milton Winnipeg, Canada Area Details
Paul Milton's Assante Financial Management Experience Financial AdvisorAssante Financial ManagementSeptember 2001 - Present
Job Financial Planning Advisor at Assante Financial Management
Industry Financial Services
Experience
Assante Financial Management   Financial AdvisorAssante Financial ManagementSeptember 2001 - Present
Loring Ward/Aassante   January 1997 - September 2001
Bank Of Montreal  July 1994 - December 1996
Royal Trust  May 1994 - May 1996
Royal Trust  May 1986 - May 1994
London Life  January 1983 - May 1986

Skills
Mutual Funds, Wealth Management, Investments, Finance

Education
Bishop's University   1978 — 1982
BBA, Marketing/Finance

St, Jonhs Ravenscourt   1969 — 1978
High School

Kyle Button Kyle Button Calgary, Canada Area Details
Kyle Button's Assante Financial Management Experience November 2008 - Present
Job Financial Advisor at The Family Office Ltd.
Industry Financial Services
Experience
Assante Financial Management   November 2008 - Present
The Family Office Ltd.   January 2008 - Present

Education
The University of Lethbridge   2004 — 2008
Management, Finance