Build and deliver strategic advanced planning solutions to Canadian Families both within Canada and Abroad. Specializes in managing the financial affairs of high net worth families, and focuses on working with a team of professionals to provide innovative and customized solutions to preserve and enhance wealth.


Value drivers: Simplify | Protect | Enable



Areas of Expertise: Comprehensive Financial Planning, Recommendation & Implementation of Financial Strategies, Philanthropy & Generational Wealth Transfer, Leadership & Communication, International Outlook, Issue Spotting & Consultation. Strengthening and aligning financial strategies.

Jeanette Boleantu

Senior Wealth Advisor

Jeanette Boleantu, PFP®, CFP®, Senior Wealth Advisor with Assante Financial Management Ltd., describes the majority of her clients as ‘global citizens with international components to their financial DNA. The main function of modular financial planning is the identification of issues pertaining to regulations and legislation that add complexity. Evaluating Canadian Citizens fact patterns and identifying issues then helping to implement comprehensive planning recommendations is the fundamentals of this practice.


Her client base ranges from coast to coast to coast – including the next generation born or raised in expatriate communities, a group she refers to as ‘Next-Pats.’ “These individuals experience the world in a way that others don’t; through what I call an ‘opportunity concentration lens,’” says Jeanette. “It’s almost like Next-Pats are walking around with 3-D glasses on, revealing opportunities like a heat map as a direct result of multiple country and cultural exposure in their formative years.”


Jeanette holds a firm belief that the first step to financial well-being is understanding drivers behind financial behaviors. The key to wealth creation is matching personal needs with financial objectives. “I work with amazing individuals all traveling on different journeys and help facilitate meaningful conversations always trying align their financial plan with their core life motivation,” says Jeanette. “We have worked hard together on wealth creation and preservation. Now, I’m excited about the role philanthropy, legacy and planned giving plays, particularly focusing on the client’s goals and aspirations.”

Penny Lambert-Jones

Processing Manager

Penny moved to Canada from the UK in 2012. Whilst in the UK, Penny worked as an Independent Financial Adviser (IFA) specializing in Pensions & Investments and, has worked in the Financial Services industry since 2006.


Penny joined our team in 2016 and took on the role of Investment Processing Manager. Transactional investment related processing includes a long list of expertise. Experience including ever changing addresses, crystallization of assets on return to Canada, coding of eligible pension transfers on receipt of international severance, implementation and management of dollar cost averaging strategies, tax coding reconciliation for dividend and income distribution, knowledge of US person investment constraints in regards to both IRS and SEC regulations, management of TFSA eligibility as it pertains to non-resident years, implementation of charitable giving strategies using Donor Advised Funds and coordination of international and cross border complexities. In addition, the implementation of cash flow investment driven strategies following the four phases of retirement savings (accumulation, savings, growth and preservation).


Penny lives in Calgary with her husband, 2 children and 2 dogs. They enjoy regular trips to the Mountains to ski, namely at their favorite ski hill of Kimberley in BC.

Carolyn Johnson

Data Analyst: Customer Insights

With 23 years of background and experience in quality, process improvement and project delivery, she has been a key player in transformation high profile international projects (Olympics 2012, Transport London 2010, TCPL 2000, High Performance Field Hockey Coach and player)


2020 Faces of Community: Nominated by their peers, the twelve 2020 Faces of Community come from community organizations across the city, and all have different and inspiring stories of how they got involved, what they’re proud of, and what motivates them to stay involved.  Past president of the Killarney Glengarry Community Association (KGCA) and is a volunteering force to be reckoned. Her significant achievements in her tenure as president at the KGCA has included strengthening the association and pushing for growth as a community. Johnson helps clients understand their customer stories and how it can power their communication and advocacy.


“Carolyn is an inspirational leader as a neighbourhood champion,” said her nominator.


Carolyn has been recognized before for her selfless volunteering spirit and was selected to be one of 11 “Women in Canada Games Apprenticeship Program” which honed her leadership skills and her work to prepare for major sporting events. In addition, Carolyn was also selected to participate in the Calgary “Women Lead YYC”, a program designed to support women who want to lead, influence or participate in collective action in order to improve their community.


Carolyn lives in Calgary with her husband Tim and their two kids.


John Shypitka, CFA®, CIM®, CFP®

Investment Counsellor

As an Investment Counsellor, John Shypitka provides portfolio management services to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines the appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
John brings over 25 years of portfolio management, advisory, and client service experience to his role. Prior to joining our team in 2022, John was a Director and Senior Investment Counsellor with the Private Banking division at one of Canada’s Big Six banks. In addition to working with a diverse client base that included high-net-worth, corporate, and institutional clients, John helped establish the Alberta division and many of its main processes and documents. Previously, John was a Director and Investment Counsellor with ATB Investment Management, and both a Senior Financial Advisor and Investment Advisor with two of Canada’s largest banks.
John is a Chartered Financial Analyst (CFA®), a Canadian Investment Manager (CIM), and Certified Financial Planner (CFP®).


Vanito Pobran, CPA, CA, CFP, TEP

Regional Vice-President, Wealth Planning

As  Regional  Vice-President,  Wealth Planning,  Vanito  Pobran  works  closely with our high net worth clients to identify issues and provide complex,  tactical  wealth  planning  support  that  complements  their  wealth  plans.  Vanito  has  a  particular  focus  on  tax  and  financial  planning  strategies  for  business  owners,  professionals  and  other  affluent individuals and families. 

Vanito  joined  CI  Assante  Private  Client  in  2015  after  holding  a  tax  manager  position  in  the  Calgary  office  of  KPMG  LLP.  At  KPMG,  he  worked  in  their  tax  group  providing  tax  compliance  and  planning  solutions  to  individuals  and  owner-managed  businesses.  Prior  to  this  he  was  a  Senior  Accountant,  Assurance  and  Business  Advisory  at  Grant  Thornton  LLP  in  their  Independent  Business  Group.  Vanito  has   delivered   his   services   across   numerous   sectors   including   manufacturing and processing, aviation, engineering, hospitality, real estate and construction. His overall professional experience in wealth planning exceeds 12 years. 

Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan and he holds the Certified Financial Planner® (CFP®) designation. He is a member of the Chartered Professional Accountants of Alberta, the Canadian Tax Foundation,  the  Society  of  Trust  and  Estate  Practitioners  and  has  completed both the CICA In-depth tax course and the CICA In-depth tax issues for the owner-managed business course. 


Pippa Fry, CIM

Investment Counsellor

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. 


Ian McNeill, CFA, CFP®

Investment Counsellor

As an Investment Counsellor, Ian McNeill provides portfolio management services and his 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, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure that our clients’ investments plans continue to meet their needs.
Starting his career in the financial services industry in 2003, Ian has worked in a variety of roles within the investment industry, including as a Financial Planning Specialist with Edward Jones and as an Investment Analyst with a property & casualty insurance company. Prior to joining our team in 2021, Ian was most recently Portfolio Manager, Fixed Income and Chief Compliance Officer for a Toronto-based asset management firm which managed investments for institutional, family office, and individual clients.
Ian received his Bachelor of Commerce degree from Saint Mary’s University in 2003, with a major in Business Administration, Computer Science and Finance. In addition, he is a CFA® (Chartered Financial Analyst) charterholder and holds the CFP® (Certified Financial Planner®) designation.


Lisa Friesen, BA

Regional Wealth Planning

As  a  Regional  Wealth  Planner,  Lisa  Friesen  facilitates  the  delivery  of  wealth  planning  reports.  Using  a  needs-based  approach,  Lisa  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, Lisa delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. 

Lisa  became  part  of  Assante  Private  Client  in  1996.  Her  experience  in  wealth  planning  and  financial  services  spans  over  25  years.  Before  joining  us,  she  held  a  position  at  BMO  Nesbitt Burns. 

Lisa  has  a  Bachelor  of  Arts  degree  from  the  University  of  Manitoba. 


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.


Dennis Kondratev , MBA, CFP, CLU®, TEP

Regional Wealth Planner

As a Regional Wealth Planner, Dennis Kondratev facilitates the delivery of wealth planning reports. Using a needs based approach, Dennis 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, Dennis delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Dennis became part of CI Assante Private Client in 2019. Prior to this he held the role of Specialist, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Dennis has an MBA from Smith School of Business, Queens University. In addition, he holds his Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations