Shannon Briske

Shannon Briske has over 17 years experience as a Certified Financial Planner professional and is a member of Assante Wealth Management's Chairman's Council Elite 2017, top 25 advisors in Canada.  He is a Graduate of the University of Saskatchewan, with a Bachelor of Commerce degree (honours in Finance).  Shannon grew up on the farm in Jansen, Sk, before moving on to play with the Portland Winterhawks in the Western Hockey League (WHL), and the U of S Huskies Hockey Team.  He and his wife, Jill, have three children.  Shannon loves hockey, golf and spending time at the lake with his family.

Byron Briske CFP®, B.Comm.

Along with Shannon, Byron Briske is also a member of Assante's Chairman's Council Elite 2017 and has over 13 years experience as a Financial Advisor.  Byron has a Bachelor of Commerce degree in Finance from the University of Saskatchewan and also holds the Certified Financial Planner (CFP) designation.  Byron spent his younger years growing up in Jansen, Sk before moving to pursue a career in hockey.  During his 4 years in the WHL, he was drafted by the Anaheim Mighty Ducks.  After 3 years with the Ducks, he ended his career with the Montreal Canadiens organization.  He now enjoys water sports in the summer and heading to the mountains in the winter with his wife Danielle and daughters Bryelle & Bella-Rose.

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.

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.

Seth Nerman LL.B.

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Seth works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Seth has a particular focus on tax and estate planning for business owners, professionals, and other affluent individuals and families. Seth joined Assante Private Client in 2015 as a Wealth Planning Consulting before transitioning into his current role of Regional Vice-President, Wealth Planning in 2017. Prior to joining Assante Private Client, Seth worked at Pitblado Law in the tax and estate planning department. At Pitblado, Seth assisted both individual and institutional clients with tax and estate planning services, including preparing wills and powers of attorneys, corporate reorganizations, business succession planning and buying/selling businesses. Seth also has experience advising clients on matters involving tax compliance, dispute resolution, owner-manager remuneration and charitable giving. Seth is a lawyer and holds a Bachelor of Laws (LL.B.) from the University of Manitoba. He is also a member of the Law Society of Manitoba, Canadian Tax Foundation, Manitoba Bar Association, Canadian Bar Association and sits on the steering committee for the Young Tax Practitioners of Manitoba. In addition, Seth has completed the Canadian Bar Association Tax Law for Lawyers course and the CPA In-Depth Tax Issues for the Owner-Managed Business course.

James Sturdy

Vice-President

As Vice-President at CI Investments, James is a strategic, multidisciplinary, and entrepreneurial thinker who has 18 years of experience in the financial services industry, 15 of those with CI. He manages territories from southern Alberta, Saskatchewan and Manitoba and has logged over 10,000 hours meeting with financial advisors, money managers and CI product designers. James’ deep understanding of financial products puts him in a unique consultative position to assist us in better meeting our clients’ needs. He began his career working at an independent financial planning office developing investment portfolios for a wide range of individual and corporate clients. James holds the Certified Coach Practitioner designation. * 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.

Betsy Nolin, B.A., CFP

Regional Wealth Planner

As a Regional Wealth Planner, Betsy Nolin facilitates the delivery of wealth planning reports. Using a needs-based approach, Betsy works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals in order to build plans that meet their complex needs. Working with the support of the wealth planning team, Betsy delivers plans that address retirement planning, cash flow management, risk management, business planning and estate planning. Betsy became part of Assante Private Client in 1992. Her experience in wealth planning and financial services spans over 23 years. First, she was a member of our team in Saskatoon and in 1997 she transferred to Winnipeg, becoming a Private Client Manager in 2001; and subsequently a Regional Wealth Planner in 2009. Betsy has a Bachelor of Arts degree in Economics from the University of Saskatchewan. In addition, she holds her Certified Financial Planner (CFP) designation. * 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.