Our Team

The Huron Shores Financial Group is comprised of five advisors and two associates dedicated to helping a select number of families and businesses across Canada achieve their financial goals. Technology today allows us to service our clients nationally while we enjoy living along the shores of Lake Huron. 

Ted Vanos 

Tasha Kachan

Damon Kachan

Bob Wark

Justine Vanos

Patsy McGill

Karen Clatworthy

 

The support of our existing clients has allowed our team to consistently rank in the top 25 financial advisory groups at Assante across Canada.

Wealth Planning Team

The Huron  Shores Financial Group is supported by the following specialists to help achieve financial peace of mind.

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.

Sascha Isaacs, CFA, CFP

Investment Counsellor

As an Investment Counsellor, Sascha Isaacs provides portfolio management services and her experience to our high net worth clients in the 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 that our clients’ investment plans continue to meet their needs. She brings over 10 years of diverse financial services experience to her role at Assante Private Client. Prior to joining our team in 2012 Sascha held various positions with Assante Wealth Management. In 2005, she became a member of the Business Development team in Central and Eastern Ontario. Three years later, she moved to the Portfolio Operations group, working closely with CI’s internal portfolio managers, managing currency hedges and trading currency forwards. Sascha is a CFA® (Chartered Financial Analyst) charterholder with a Bachelor of Business Administration degree from the University of Toronto. * 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.

Titus Ebenezer, BAS (Honours), CPA, CGA, CPA(US), CFP

Regional Vice-President, Wealth Planning

As Regional Vice-President of Wealth Planning, Titus works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Titus has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Titus joined Assante Private Client in 2012 after providing tax advice to private corporations, shareholders and large public corporations at PricewaterhouseCoopers LLP. Titus also spent two years at a global investment services firm and one year with the Canada Revenue Agency. In those roles, he provided both corporate and personal tax compliance and consulting services to a variety of clients. His overall professional experience in wealth planning exceeds 12 years. Titus is a Chartered Professional Accountant (CPA, CGA), a U.S. Certified Public Accountant (CPA) with a BAS (Honours) degree in accounting from York University and has his Certified Financial Planner (CFP) designation. He is a member of the Chartered Professional Accountants of Ontario, the American Institute of Certified Public Accountants, a student member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation. In addition, he has completed the CICA In-Depth Tax 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.

Troy Rumpel CFP, CLU, RHU

Regional Vice-President, Estate Planning

As a Regional Vice-President, Estate Planning Troy Rumpel 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. He has worked in a variety of roles, from financial advisor and planner to regional manager. Prior to joining Assante Estate and Insurance Services Inc. in May 2006, Troy held positions of responsibility with several leading Canadian insurers, most recently Director of Business Development for the Life Division of RBC Insurance. He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of CALU, Conference for Advanced Life Underwriting. Troy is based in Hamilton and services the province of Ontario. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.

Shane Kirby, B.A.

Regional Wealth Planner

As a Regional Wealth Planner, Shane Kirby facilitates the delivery of wealth planning reports. Using a needs based approach, Shane works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Shane delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Shane became part of Assante Private Client in 2001. His experience in wealth planning and financial services spans over 14 years. First, he was a member of the Sales and Service team in Central Ontario, where he formed strong relationships with advisors and their teams. This led to the role of Private Client Manager in April of 2004 as well as Regional Wealth Planner in 2009. Shane holds a Bachelor of Law degree from Carleton University. * 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.

Ned Jeric, LL.B., TEP, CFP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Ned works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Ned has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families. Ned joined Assante Private Client in 2013 after practicing estates law at a boutique law firm specializing in estate planning and trusts. He has also worked at major financial institutions in both Canada and abroad. His overall professional experience in wealth planning exceeds 18 years. Ned is a lawyer with a Bachelor of Law degree from the University of British Columbia and a Bachelor of Commerce degree from McGill University. He is a member of the Law Society of Upper Canada and he holds both the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP) designations. Ned has also completed a certificate in Family Business Advising from the Family Firm Institute and the Canadian Association of Family Enterprises (CAFE) Family Facilitation 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.