Senior Financial Planning Advisor
As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I will work with you every step of the way.
Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life and save you time by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth and help you build the future you desire.
For 25 years, I have been enjoying helping successful people live wonderful lives. My passion and focus are helping understand and realize each client’s unique life goals.
I have always had an interest in the human experience. As a result, I have pursued and obtained a Bachelor of Science in Psychology and Economics. This degree helped strengthen my interest and understanding in Behavioral Economics and Finance, a field which explores various human biases and how they affect financial decision-making. In my role as a Senior Financial Planning Advisor, I try to use these insights to help my clients avoid costly emotional financial mistakes.
To further strengthen my financial skills, I became a Certified Financial Planner. This credential means that I have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
I have also received the Responsible Investment Specialist designation from the Responsible Investment Association whose mandate is to educate and support the development of impactful Social Responsible investments in our world. In recent years, climate change has been dominating the headlines and has become a watershed issue helping to expand awareness around a growing number of other problems. My passion is to help my clients invest in impactful Social Responsible Investments to both make money and do good.
I specialize in combining sound proven fundamentals of financial planning, asset protection and investment management with the merits of leading-edge behavioral finance. I also believe in thematic investing approaches that take advantage of relatively certain trends such as the need for increased sustainability and accelerating change driven by continual science and technological advancement.
Among my greatest strengths with my clients are my knowledge, integrity, commitment to exceptional service and a keen personal interest to understand the evolving marketplace.
On a personal note, I enjoy family time with my wife Tracy and two children, Michael and Emily. We are an active outdoor family spending time skiing, mountain biking and sailing. As a family we experience a Life Well Lived.
Feel free to connect with me to brainstorm on your Life Well Lived.
(604) 685-2214 (office) or (604) 862-2274 (cell) or e-mail: email@example.com
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.
Pippa Fry, CIM®
As an Investment Counsellor, Pippa Fry provides portfolio management services and her experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs.
Pippa comes to CI Assante Private Client with 30 years of experience in financial services working in London, Hong Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management. She started her career at CIBC in London, followed by roles at Merrill Lynch and Swiss Bank/UBS before joining Citigroup (on the merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.
Pippa has an MA from Oxford University. She holds the Chartered Investment Manager (CIM®) designation.
Cheryl Norton CPA, CA, CFP®
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Cheryl Norton works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Cheryl has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families.
Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and estate planning positions in the financial services and insurance industry. Cheryl’s expertise includes tax, estate and trust planning, business succession planning, intergenerational wealth transfer strategies, risk management, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 17 years.
Cheryl is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from the University of Windsor. She has also obtained her Certified Financial Planner® (CFP®) designation. In addition, Cheryl is a member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group leader for this course.