Assante Capital Management Ltd.
Industry: Company
DescriptionHeadquarters: 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
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
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
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
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
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
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
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
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
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
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
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
Assante Capital Management Ltd. June 1998 - Present
Skills
Wealth Management, Mutual Funds
Education
The University of Calgary 1988 — 1992
BA
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
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
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
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
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
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
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
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)
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