alfred lam

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Investments Inc. in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations, and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and is a CFA charterholder. Alfred is a member of the CFA Institute and the Toronto CFA Society. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
debra goch

Deborah A. Goch, CPA, CA, TEP, CFP®

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Deborah Goch works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Deborah has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families. Deborah joined Assante Private Client in 2014 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and financial planning consultant positions in the financial services industry. Deborah’s expertise includes tax, estate and trust planning, business succession planning, wealth transition strategies, risk management, international issues, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 20 years. Deborah is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Mathematics from the University of Waterloo. She has obtained her Certified Financial Planner and Registered Trust and Estate Practitioner (TEP) designations. In addition, Deborah is a member of the Chartered Professional Accountants of British Columbia (CPABC), the Canadian Tax Foundation and Society of Trust and Estate Practitioners (STEP). She has completed the CICA In-Depth Tax Course and has acted as a group leader for this course. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
bradley charlton

Bradley Charlton CLU, ChFC, CHS

Regional Vice-President, Estate Planning

As a Regional Vice-President, Estate Planning Bradley Charlton is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients. Brad joined Assante Estate and Insurance Services Inc. in 2007. His career in the financial services industry spans 26 years with roles of increasing responsibility with major insurance companies throughout Western Canada, initially in Winnipeg and more recently in Calgary. He has spoken at many educational events, is a member of the Conference for Advanced Life Underwriters (CALU), and a member of the Estate Planning Council of Calgary. Brad is based in Calgary and services Western Canada and Yukon. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.