Assante Capital Management Ltd.

Industry: Company

Description

Headquarters: Toronto, Canada Founded: 2004 Parent organization: CI Financial Subsidiaries: Assante Capital Management Inc., Assante Sports & Entertainment Inc., Assante Financial Management Ltd.

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Assante Capital Management Ltd. Employees

Employee
Years
Job
Industry
Keith Donoghue Keith Donoghue Montreal, Canada Area Details
Keith Donoghue's Assante Capital Management Ltd. Experience May 2006 - Present
Job Senior Financial Planner at Assante Capital Management Ltd. providing sound wealth advice for over 20 years
Industry Financial Services
Experience
Assante Capital Management Ltd.   May 2006 - Present
Assante Estate and Insurance Services Inc.   May 2006 - Present
Berkshire Investments   August 2000 - April 2006
Investors Group  September 1993 - August 2000

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Investments, Investment Strategies, Asset Allocation, Financial Planners, Wealth Accumulation

Education
Concordia University   1989 — 1992
B.Comm - Major in Accounting

CEGEP - John Abbott College   1987 — 1989
DEC Commerce

Doreen Malone Doreen Malone Halifax, Canada Area Details
Doreen Malone's Assante Capital Management Ltd. Experience November 2010 - August 2013
Job Sr. Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  2013 - Present
Assante Capital Management Ltd.   November 2010 - August 2013
Neptune Theatre  August 1999 - November 2010
Confederation Centre of the Arts   July 1993 - July 1999
Grant Thornton LLP  August 1983 - June 1993

Skills
Financial Planning, Cash Flow, Investments, Insurance, Business Planning, Strategic Planning, Wealth Management, Budgeting, Public Speaking, Retirement Planning, Strategic Financial..., Estate Planning, Budgets, Strategy, Tax, Marketing Strategy, Wealth, Financial Planners, Finance, Banking, Portfolio Management, Financial Services, Financial Advisory, Asset Management, Financial Analysis, Small Business, Asset Allocation, Investment Advisory

Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning

Canadian Securities Institute   2010 — 2010
Canadian Securities Course, Securities

Canadian Institute of Financial Planning   2009 — 2009
Certificate in Financial Planning, Financial Planning

Harvard Kennedy School of Government   2007 — 2007
Leadership

Institute of Chartered Accountants of Nova Scotia   1983 — 1985
Chartered Accountant, Accountancy

Saint Mary's University   1979 — 1983
Bachelor of Commerce, Business

Dave Jones, CA, CFP Dave Jones, CA, CFP Halifax, Canada Area Details
Dave Jones, CA, CFP's Assante Capital Management Ltd. Experience January 2002 - Present
Job Senior Financial Advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   January 2002 - Present
Perimeter Entertainment Group   January 1995 - September 2002
Price Waterhouse  September 1992 - January 1995

Skills
Strategic Financial..., Estate Planning, Tax Planning, Investment Management, Retirement Planning, Corporate Finance, Corporate Tax Planning, Business Planning, Artist Business..., Financial Planners, Wealth Management, Tax, Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth, Retirement, Pensions, Insurance, Securities, Investment Advisory, Finance, Small Business, Accounting, Mutual Funds, Investment Strategies, Critical Illness, Disability Insurance, Wealth Accumulation, Asset Management, Life Insurance, Wealth Management..., Financial Services, Financial Planning

Education
Institute of Chartered Accountants of Nova Scotia   1990 — 1992
Chartered Accountant (CA), Accounting

St. Francis Xavier University   1985 — 1989
BBA, Accounting and Economics

Tina Tehranchian, MA, CFP, CLU, CHFC Tina Tehranchian, MA, CFP, CLU, CHFC Toronto, Canada Area Details
Tina Tehranchian, MA, CFP, CLU, CHFC's Assante Capital Management Ltd. Experience September 1998 - Present
Job Senior Financial Planner and Branch Manager at Assante Capital Management Ltd. in Richmond Hill, FELLOW of FPSC
Industry Financial Services
Experience
MENA Arts Foundation   September 2013 - Present
McMichael Canadian Art Collection  April 2010 - Present
Fort York Foundation   December 2011 - Present
Assante Capital Management Ltd.   September 1998 - Present
Seneca College  September 2007 - August 2013
Mackenzie Health Foundation   September 2007 - August 2013
Encyclopaedia Iranica Foundation   November 2006 - June 2010
JVS Toronto  September 2003 - August 2009
Markham Board of Trade  September 1998 - August 2000

Skills
Financial Planning, Insurance, Investments, Asset Management, Estate Planning, Small Business, Wealth Management, Retirement Planning, Strategic Financial..., Asset Managment, Strategic Planning, Public Speaking, Non-profits, Fundraising, Event Planning, Coaching, Entrepreneurship, Financial Advisory, Management, Portfolio Management, Risk Management, Executive Management, Change Management, Management Consulting, Wealth, Business Development, Business Planning, Strategy, Finance, Mutual Funds, Financial Analysis, Leadership Development, Analysis, Leadership, Financial Services, Personal Finance, New Business Development, Investment Strategies, Nonprofits, Banking, Financial Planners, Employee Benefits, Budgets, Financial Risk, Negotiation, Investment Advisory, Securities, Retirement, Interviews, Asset Allocation

Education
University of Portland   1980 — 1982
MA, Communications

Washington University in St. Louis
Political Science and Government

Richard Alderman, CFP, FMA, FCSI Richard Alderman, CFP, FMA, FCSI Halifax, Canada Area Details
Richard Alderman, CFP, FMA, FCSI's Assante Capital Management Ltd. Experience March 2003 - Present
Job Branch Manager at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   March 2003 - Present
Assante Estate and Insurance Services Inc.   July 2002 - Present
Assante Hydrostone   August 2000 - Present

Skills
Wealth Management

Education
Nova Scotia Community College   1998 — 2000
Investment Management, Investment Management

Bert Hettinga Bert Hettinga Calgary, Canada Area Details
Bert Hettinga's Assante Capital Management Ltd. Experience 1996 - Present
Job Senior Financial Planner, Vice President at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   1996 - Present
Investors Group Financial Services Inc.  September 1992 - September 1996
Energy Resources Conservation Board (ERCB)   1983 - 1992

Skills
Wealth Management, Securities, Strategic Financial..., Investments, Retirement Planning, Wealth Management..., Wealth, Insurance, Risk Management

Education
Bachelor of Science, University of Calgary

Canadian Institute of Financial Planning

Canadian Securities Institute

Management Certificate, University of Calgary

Nicolas Grady Nicolas Grady Halifax, Canada Area Details
Nicolas Grady's Assante Capital Management Ltd. Experience 1992 - Present
Job Senior Financial Planning Advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   1992 - Present
IIROC (Investment Industry Regulatory Organization of Canada)   2000 - Present
Kidney Foundation of Canada  2005 - 2007
Junior Achievement of Canada  1995 - 2005

Skills
Financial Planning, Investments, Estate Planning, Insurance, Wealth Management, Wealth, Retirement Planning, Personal Finance, Retirement, Securities, Wealth Transfer, Small Business, Tax, Asset, Portfolio Management, Disability Insurance, Asset Management, Mutual Funds, Equities, Financial Advisory, Retirement Income..., Divorce Planning, Strategic Financial..., Investment Advisory, Financial Planners, Finance, Investment Strategies, Wealth Management..., Financial Services, Asset Allocation, High Net Worth..., Wealth Accumulation, Pensions, Holistic Financial..., Personal Financial..., Investment Management, Bonds, Income Protection, Alternative Investments, Retirement Savings, Fixed Annuities, Estate Tax Planning, Life Insurance, Savings, Mortgage Lending, Capital Markets, Segregated Funds, Long-term Care, Relationship Management, Term Life Insurance

Education
Saint Mary's University   1988 — 1990

James Sheldon James Sheldon Toronto, Canada Area Details
James Sheldon's Assante Capital Management Ltd. Experience April 1998 - August 2010
Job CEO and Managing Director at Cardinal Point Wealth Management
Industry Financial Services
Experience
Cardinal Point Wealth Management   August 2010 - Present
Assante Capital Management Ltd  April 1998 - August 2010
Assante Capital Management Ltd  1998 - August 2010

Skills
Wealth Management, Strategic Financial..., Investment Strategies, Risk Management, Estate Planning, Investments, Portfolio Management, Financial Advisory, Investment Advisory, Retirement Planning, Investment Management, Asset Allocation, High Net Worth..., Wealth, Financial Planners, Wealth Management..., Equities, Retirement, Tax, Mutual Funds, Insurance, Finance, Trading, Securities, Asset Management, Financial Services, Pensions, Alternative Investments, Financial Planning

Education
York University   1980 — 1981
MSc

University of Guelph   1970 — 1974
BSc, Marine Biology

University of Toronto

Jean-Marie Bejjani CIM® Jean-Marie Bejjani CIM® Montreal, Canada Area Details
Jean-Marie Bejjani CIM®'s Assante Capital Management Ltd. Experience January 2010 - Present
Job Investment Advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   January 2010 - Present
HEC Montreal  September 2009 - December 2009

Skills
Financial Analysis, Wealth Management, Investment Strategies, Economics, Asset Allocation, Investment Advisory, Investments, Portfolio Management, Corporate Finance

Education
HEC Montreal

Robert Friday Robert Friday Toronto, Canada Area Details
Robert Friday's Assante Capital Management Ltd. Experience May 2005 - February 2010
Job Entrepreneur, High A, High B, Low C, cutback D PI Consultant
Industry Management Consulting
Experience
Predictive Success   February 2010 - Present
Strocamian Inc.   July 2009 - Present
Natural Mind Solutions   August 2012 - April 2014
Career Analytics   June 2011 - July 2012
TagBuy.com   June 2011 - January 2012
Assante Capital Management Ltd  May 2005 - February 2010
New Image Services Canada   June 2006 - February 2009
Student Works Painting  2003 - 2005

Skills
Sales Trainings, Sales Skills Training, Financial Analysis, Financial Modeling, Public Speaking, Leadership Development, Change Leadership, Behavioral Assessment, Predictive Analytics, Change Management, Talent Acquisition, Talent Management, Growth Strategies, Leadership Trainer, Selling Skills, Business Development, New Business Development, Sales, Leadership, Marketing, Applied Behavior..., Coaching, Entrepreneurship, Time Management, Strategy, Start-ups, Training, Digital Marketing, Digital Strategy, Online Video Marketing, Video Marketing, Email Marketing, Internet Entrepreneur, Social Media Marketing, Online Marketing, Sales Process, Sales Operations, Personal Branding, Personnel Selection, Analytics, Business Planning, Recruiting

Education
Ivey Business School at Western University   2004 — 2006
HBA, Business

CFA Institute
Level 2 Candidate

Richard Ivey School of Business, University of Western Ontario
Bachelor of Arts, Business Administration

Western University
Bachelor of Arts, Economics2002-2003

Jessica Min, CFP TEP Jessica Min, CFP TEP Toronto, Canada Area Details
Jessica Min, CFP TEP's Assante Capital Management Ltd. Experience October 2000 - Present
Job Senior Financial Advisor at Assante Capital Management Ltd.
Industry Investment Management
Experience
Assante Capital Management Ltd.   October 2000 - Present
Financial Concept Group   November 1995 - October 2000
Fidelity Investments  June 1993 - August 1993
Fidelity Investments  June 1992 - August 1992

Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planning, Strategic Financial..., Wealth Management..., Investment Management, Mutual Funds

Education
Harvard Graduate School of Arts and Sciences
Ph.D candidacy

Harvard University
MA

New York Institute of Finance
Certificate

University of California, Santa Cruz
BA

Angela Shryane BA, CPCA, CFDS Angela Shryane BA, CPCA, CFDS Toronto, Canada Area Details
Angela Shryane BA, CPCA, CFDS's Assante Capital Management Ltd. Experience June 1998 - Present
Job Branch Manager at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   June 1998 - Present

Skills
Wealth Management, Mutual Funds

Education
The University of Calgary   1988 — 1992
BA

Darren St-Georges Darren St-Georges Montreal, Canada Area Details
Darren St-Georges's Assante Capital Management Ltd. Experience May 2009 - Present
Job Senior Representative Fully Licensed and Financial Security Advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   May 2009 - Present
Assante Capital Management Ltd.   May 2009 - Present
GoGet Carshare  2006 - 2009

Skills
Wealth Management, Investment Advisory, Investments, Investment Strategies, Trusts, Mutual Funds, Critical Illness, Risk Management, Wealth Management..., Mortgage Lending, Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Asset Allocation, Retirement, Securities, Trusted Advisor

Education
Concordia University   2002 — 2004
BA (Hons), Geography

Concordia University   1996 — 1999
B.Comm, Finance

College Notre Dame

Perri Maxwell Perri Maxwell Toronto, Canada Area Details
Perri Maxwell's Assante Capital Management Ltd. Experience September 2012 - June 2015
Job Insurance Advisor at Assante Estate and Insurance Services Inc.
Industry Financial Services
Experience
Assante Estate and Insurance Services Inc.   June 2015 - Present
Assante Capital Management Ltd.   September 2012 - June 2015
Shoppers Drug Mart  October 2006 - May 2014
Camp Kadimah  July 2012 - August 2012

Skills
Teamwork, Social Media, Research, Leadership, Team Leadership, Sales, Event Planning, Social Media Marketing, Data Entry, Data Analysis, Fundraising, Account Management, Critical Thinking, Event Management, Management, Public Speaking, Microsoft Office, Microsoft Excel, Disability Insurance, Long Term Care Insurance, Life Insurance, Critical Illness

Education
McMaster University   2007 — 2012
Bachelor of Arts (B.A.), Honours Cognitive Science of Language

Josie Madunic, BA, CFP,CPCA Josie Madunic, BA, CFP,CPCA Vancouver, Canada Area Details
Josie Madunic, BA, CFP,CPCA's Assante Capital Management Ltd. Experience June 2006 - Present
Job Financial Planner at Assante Capital Management Ltd
Industry Financial Services
Experience
Assante Capital Management Ltd  June 2006 - Present
Assante Financial Management Ltd  August 2000 - June 2006
HLP Financial Planning Corp   October 1997 - August 2000

Skills
Wealth Management

Education
The University of British Columbia   1985 — 1990
BA, Psychology

Notre Dame High School   1981 — 1985

Alicia Mattai Alicia Mattai Oakville, ON Details
Alicia Mattai's Assante Capital Management Ltd. Experience September 2007 - January 2012
Job . at Cumming & Cumming Wealth Management / HollisWealth
Industry Financial Services
Experience
HollisWealth  January 2012 - Present
Assante Capital Management Ltd.   September 2007 - January 2012

Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Business Analysis, Microsoft Excel, SDLC, Financial Analysis, Estate Planning, Portfolio Management, Relationship Management

Education
Seneca College of Applied Arts and Technology   2007 — 2011
Accounting & Financial Planning

University of Toronto at Scarborough   2004 — 2006
Management for Economics

Christopher Heinrich Christopher Heinrich Ottawa, Canada Area Details
Christopher Heinrich's Assante Capital Management Ltd. Experience May 1997 - Present
Job Senior financial advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   May 1997 - Present
Regal Capital Planners Ltd.   August 1992 - April 1997

Skills
Wealth Management, Retirement Planning, Investment Advisory, Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Estate Planning, Investments, Investment Strategies, Personal Financial..., Securities

Education
University of New Brunswick   1986 — 1989
B.Sc.F., Forestry

McGill University   1979 — 1981
B.A. (Honours), Geography

Suzanne Mignault, CPA, CA, F.Pl.,FMA Suzanne Mignault, CPA, CA, F.Pl.,FMA Ottawa, Canada Area Details
Suzanne Mignault, CPA, CA, F.Pl.,FMA's Assante Capital Management Ltd. Experience August 2001 - Present
Job Senior Financial Advisor, Branch Manager, Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   August 2001 - Present
Brightside Financial/Novastra Financial Services   January 1996 - August 2001
KPMG Canada  October 1988 - December 1995

Skills
Finance, Tax, Strategic Financial..., Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Advisory, Portfolio Management, Investment Strategies

Education
Université du Québec en Outaouais   1996 — 1998
Bachelor of Business Administration (B.B.A.), Accounting

Douglas Miske Douglas Miske Toronto, Canada Area Details
Douglas Miske's Assante Capital Management Ltd. Experience 2005 - Present
Job Financial Advisor, Branch Manager at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Capital Management Ltd.   2005 - Present
Assante Capital Management Ltd.   January 2002 - Present

Skills
Wealth Management, Estate Planning, Mutual Funds, Investments, Retirement Planning, Investment Strategies, Wealth, Retirement, Investment Advisory, Securities, Financial Planners, Strategic Financial..., Portfolio Management, Asset Allocation, Financial Planning

Education
McMaster University   1986 — 1988
M.B.A., International Business, Marketing, Finance

McMaster University   1982 — 1986
B. Com., Marketing

Philip Herner Philip Herner Winnipeg, Canada Area Details
Philip Herner's Assante Capital Management Ltd. Experience May 2014 - Present
Job I help Professionals & Business Owners Achieve their Wealth Building & Financial Goals Faster!
Industry Financial Services
Experience
Assante Capital Management Ltd.   May 2014 - Present
American Income Life Insurance Company  2013 - May 2014
Bioavailable Nutrition Inc.   October 2010 - January 2014
Crozier Enterprises Ltd.   March 2008 - October 2010
Becker Industrial Coatings  September 2006 - March 2008

Skills
Mutual Funds, Financial Advisory, Investments, Life Insurance, Term Life Insurance, Group Benefit Plans, Disability Insurance, Group Insurance, Entrepreneurship, Customer Service, Digital Marketing, Marketing, Business Planning, Market Research, Key Account Management, Project Management, Sales, New Business Development, Management, Business, Insurance

Education
University of Manitoba   1998 — 2004
Bachelor of Science (BSc)

Phil Seguin Phil Seguin Calgary, Canada Area Details
Phil Seguin's Assante Capital Management Ltd. Experience 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Assante Capital Management Ltd.   2007 - Present
Berkshire Securities Inc.   2000 - 2007
Investors Group  1993 - 2000

Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Retirement, Financial Planning, Investments, Strategic Financial..., Risk Management, Insurance, Securities, Financial Services

Education
The University of Calgary   1986 — 1990
Bachelor of Arts (BA), Economics

Springbank High School   1984 — 1986

Okotoks

Okotoks

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