Senior Financial Planning Advisor
For 24 years Matt has been helping individuals and families achieve financial independence, and to live the kind of life they want to. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service.
He graduated from the University of Toronto with a Bachelor of Science degree in Psychology and Economics, completed the Canadian Securities Course with an honors designation, and has obtained the Certified Financial Planner Designation. He has worked with Nesbitt Burns for three years and Assante for fifteen years.
Matt enjoys family time with his wife Tracy and two children, Michael and Emily. He is an avid skier, mountain biker and sailor.
If you would like to learn more about how Matt can help you achieve your goals, or if you have any questions about financial and life management, please call (604) 685-2214 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 23 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.
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Jane Shanks works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support* that complements their wealth plans. Jane has a particular focus on estate and trust planning for business owners, professionals, and other affluent individuals and families.
Jane has a Bachelor of Law Degree and a Bachelor of Arts Degree from the University of Windsor. She is a member of the Law Society of Upper Canada and The Society of Trust and Estate Practitioners. Since being called to the Bar in 1981, Jane has worked in private client and wealth management services, specializing in estate and trust planning and administration. Prior to joining United Financial, Jane was Vice-President, Prairie Region with a major trust company, where she managed the operation and delivery of Estate, Trust and Agency Services throughout the Prairie provinces. Jane has been a seminar instructor in Wills and Estates at the Law Society of Upper Canada Bar Admission 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 United Financial, a division of CI Private Counsel LP.