Assante Financial Management Ltd.

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Assante Financial Management Ltd. Employees

Employee
Years
Job
Industry
Daren Stefura Daren Stefura Edmonton, Canada Area Details
Daren Stefura's Assante Financial Management Ltd. Experience September 2012 - Present
Job Financial Advisor at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   September 2012 - Present
Stefura's Contracting (1986) Ltd.   September 2001 - June 2012
Petra Holdings Ltd.   January 2005 - December 2006

Skills
Leadership, Decisiveness, Meticulous eye for..., Accountability, Manage Client..., Deductive Reasoning, Process Driven, Finance, Time Management, Financial Advisory, Investment Advisory, Investment Strategies, Budgets, Wealth Management..., Mutual Funds

Education
University of Alberta   1998 — 2000
Bachelor of Commerce (B.Com.), Business Administration and Management, General

Northern Alberta Institute of Technology / NAIT   1995 — 1997
Finance Diploma, Finance, General

Brant Taylor CFP RFP CLU Brant Taylor CFP RFP CLU Vancouver, Canada Area Details
Brant Taylor CFP RFP CLU's Assante Financial Management Ltd. Experience August 2001 - Present
Job Senior Financial Planner
Industry Financial Services
Experience
Assante Financial Management Ltd.   August 2001 - Present
FPC Investments   May 1992 - August 2001

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

Education
Simon Fraser University   1981 — 1986
BBA, Business with minor in Economics

Semiahmoo High School   1978 — 1980

Eric Monfils Eric Monfils Ottawa, Canada Area Details
Eric Monfils's Assante Financial Management Ltd. Experience 2007 - Present
Job Financial Advisor at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   2007 - Present
National Bank of Canada  October 1999 - April 2007

Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Credit, Financial Services

Education
UQAM
Master of Business Administration (MBA)

Institute of Canadian Bankers
Fellow of the Institute of Canadian Bankers (FICB), Finance

Margo Veenhoven-Joe Margo Veenhoven-Joe Vancouver, Canada Area Details
Margo Veenhoven-Joe's Assante Financial Management Ltd. Experience September 2001 - Present
Job Senior Financial Planner, Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   September 2001 - Present

Skills
Financial Planning, Estate Planning, Investments, Tax, Insurance, Asset Management, Risk Management, Risk, Financial Management, Wealth, Retirement Planning, Wealth Management, Retirement, Personal Finance, Wealth Transfer, Financial Advice, Mortgage, Disability Insurance, Pensions, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Income, Savings, Trusts, Strategic Financial..., Financial Risk, Wealth Management..., High Net Worth..., Managerial Finance, Finance, Asset Allocation, Mortgage Lending, Investment Strategies, Securities, Asset Managment, Critical Illness, Financial Planners, Income Protection, Small Business, Fixed Annuities, Investment Management, Wealth Accumulation, Personal Financial..., Portfolio Management, Life Insurance, Retirement Savings

Education
University of Manitoba   1972 — 1976
B Comm (Hons)

Jason Dukowski Jason Dukowski Vancouver, Canada Area Details
Jason Dukowski's Assante Financial Management Ltd. Experience July 2005 - Present
Job Financial Planner
Industry Financial Services
Experience
Assante Financial Management Ltd.   July 2005 - Present
IPC Investment Corporation  June 2003 - July 2005
Walsh King Chartered Accountants   June 2002 - September 2002

Skills
Income Tax, Financial Planning, Retirement Planning, Investments, Strategic Financial...

Education
British Columbia Institute of Technology   2001 — 2002
Diploma of Technology, Accounting

The University of British Columbia / UBC   1998 — 2001
BA, Political Science

Capilano University   1996 — 1998
General Studies

Vancouver College   1986 — 1997
High School Diploma

Darren Dick Darren Dick Halifax, Canada Area Details
Darren Dick's Assante Financial Management Ltd. Experience March 2001 - December 2012
Job Development Officer, Major Gift Fundraising at Dalhousie University
Industry Research
Experience
Dalhousie University  October 2014 - Present
DLD Management Ltd   December 2012 - Present
Assante Financial Management Ltd  March 2001 - December 2012
Assante Financial Management Ltd. (formerly THE Financial Planning Group)   November 1996 - March 2001
Money Concepts  April 1992 - November 1996

Skills
Entrepreneurship, Establish & Maintain..., Board Governance, Engaging Public Speaker, Fundraising, Leadership, Solid Presentation..., Strong Business Acumen, Board of Directors, Wealth Management, Stakeholder Management, Financial Statements, Strategic Planning, Public Speaking, Strategic Financial..., Nonprofits, Retirement Planning, Investment Strategies, Investments, Risk Management, Investment Advisory, Mutual Funds, Portfolio Management, Financial Advisory, Succession Planning, Asset Allocation, Estate Planning

Education
Mount Allison University   1984 — 1988
B. Comm, Business and Personal/Financial Services Marketing Operations

Kerry Titchener (Leard) Kerry Titchener (Leard) Vancouver, Canada Area Details
Kerry Titchener (Leard)'s Assante Financial Management Ltd. Experience January 2009 - May 2010
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

Anne Barbeau-Booker Anne Barbeau-Booker Montreal, Canada Area Details
Anne Barbeau-Booker's Assante Financial Management Ltd. Experience November 2000 - Present
Job Senior Financial Security Advisor at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   November 2000 - Present
DPM   1993 - 2000
Laurentian Financial   1983 - 1993

Skills
Financial Advice, Tax Credits, Lawyers, Accounting, Notaries, Attorneys, Finance, Financial Advisory, Wealth Management, Financial Planners, Estate Planning, Investments, Investment Advisory, Retirement, Asset Management, Insurance, Investment Strategies

Education
McGill University

Michael Berton Michael Berton Vancouver, Canada Area Details
Michael Berton's Assante Financial Management Ltd. Experience 1994 - Present
Job Financial Planner at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   1994 - Present

Skills
Retirement Planning, Estate Planning, Wealth Management, Wealth Accumulation, Wealth, Strategic Financial..., Retirement, Mutual Funds, Financial Planners, Investment Strategies, Investment Advisory, Investments, Financial Advisory, Retirement Savings, Asset Allocation, High Net Worth..., Income Protection, Critical Illness, Pensions, Personal Finance, Portfolio Management, Disability Insurance, Fixed Annuities, Wealth Management..., Personal Financial..., Asset Managment, Investment Management, Asset Management, Life Insurance, Savings, Long-term Care, Financial Services, Estate Tax Planning, Inheritance Tax Planning, ETFs, Segregated Funds, Securities, Financial Planning

Education
Institute of Advanced Financial Planning   1997 — 2010
RFP, Personal Financial Planning

The University of British Columbia   2006 — 2007
Certificate, Working with an Aging Population

British Columbia Institute of Technology   1994 — 1996
Assoc Certificate, Personal Financial Planning

McMaster University   1981 — 1983
Music Criticism

University of Victoria   1976 — 1981
BMus, Music

Dan Rempel Dan Rempel Edmonton, Canada Area Details
Dan Rempel's Assante Financial Management Ltd. Experience April 1991 - Present
Job Senior Financial Planner
Industry Financial Services
Experience
Assante Financial Management Ltd.   April 1991 - Present

Skills
Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Wealth Management, Financial Planners, Finance, Financial Services, Investments, Retirement, Tax, Investment Advisory, Financial Goals, Financial Advisory

Education
Brock University   1985 — 1988
BA, Finance & Economics

Josie Madunic, BA, CFP,CPCA Josie Madunic, BA, CFP,CPCA Vancouver, Canada Area Details
Josie Madunic, BA, CFP,CPCA's Assante Financial Management Ltd. Experience August 2000 - June 2006
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

David Bardal David Bardal Winnipeg, Canada Area Details
David Bardal's Assante Financial Management Ltd. Experience October 1999 - Present
Job Senior Financial Planning Advisor at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   October 1999 - Present
The Aurum Financial Group   1991 - 1999

Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Strategic Planning, Sales Management, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Services, Financial Planning, Retirement, Portfolio Management

Education
The University of Winnipeg   1968 — 1971
BA, Psychology

Josh Belliveau Josh Belliveau Toronto, Canada Area Details
Josh Belliveau's Assante Financial Management Ltd. Experience August 2009 - December 2013
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management  January 2014 - Present
Assante Financial Management Ltd.   August 2009 - December 2013
Canada Revenue Agency  January 2009 - April 2009

Skills
Tax, Finance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Financial Advisory, Investments, Estate Planning, Investment Strategies, Wealth, Asset Allocation, Portfolio Management, Securities, Pensions, Asset Management, Financial Services, Wealth Management...

Education
Sheridan College   2007 — 2010
Financial Diploma, Finance, Accounting, Economics

Sherri Matsuba Sherri Matsuba Toronto, Canada Area Details
Sherri Matsuba's Assante Financial Management Ltd. Experience April 2010 - Present
Job Executive Assistant at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   April 2010 - Present
LEVI STRAUSS & CO. (CANADA) INC   1999 - 2006

Education
Seneca College of Applied Arts and Technology   2007 — 2008
Certificate in Financial Services Practitioner Program including IFIC

Ryerson University   1985 — 1985
Business Administration Certificate, Business Administration

Ryerson University
Honours Bachelor of Applied Arts in Secretarial and Administrative Studies

Gianni De Pastena Gianni De Pastena Montreal, Canada Area Details
Gianni De Pastena's Assante Financial Management Ltd. Experience June 2012 - Present
Job Financial Security Advisor at Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   June 2012 - Present
Services financiers AGA Centaure   June 1997 - June 2012
Centaure financial services firm   May 1997 - June 2012

Skills
Investments, Wealth Management, Securities, Mutual Funds, Wealth, Insurance, Wealth Management..., Equities, Investment Strategies, Asset Management, Retirement, Risk Management, Fixed Income, Investment Advisory, Financial Analysis

Education
Université du Québec à Montréal   2008 — 2011
Msc, Finance Portfolio Management

Concordia University   1998 — 2001
B.Comm, Finance, Minor Economics

Sylvia Leskiw, CFP Sylvia Leskiw, CFP Edmonton, Canada Area Details
Sylvia Leskiw, CFP's Assante Financial Management Ltd. Experience September 2001 - Present
Job Wealth Advisor, Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Financial Management Ltd.   September 2001 - Present
Assante Estate and Insurance Services Inc.   2002 - Present
Macewan University  1987 - Present
Profund Distributors   August 2000 - August 2001
Grant Macewan College  1998 - 2001
C.M. Oliver Investments   1994 - 2000
Burns Fry Brokerage Investment Firm   January 1993 - May 1994
University of Alberta  September 1992 - January 1994
Alberta Healthcare Association   August 1990 - August 1992
Grant Macewan College  1987 - 1990

Skills
Estate Planning, Annuities, Long Term Care, Wealth, Investments, mortgage referral..., life insurance,..., Long-term Care, Fixed Annuities, Insurance, Financial Services, Life Insurance, Risk Management, Disability Insurance, Management, Wealth Management, Finance, Financial Advisory, Customer Service, Financial Planners, Financial Planning

Education
University of Central Michigan   1987 — 1990
Master of Science in Administration, Health/Health Care Administration/Management

University of Alberta   1971 — 1976
B.Comm., Business