Our Team Commitment

Wealth Management can be a daunting and complicated task, and often requires the assistance of a number of professionals with expertise in varied disciplines.
We believe our client families receive the finest advice available by incorporating the team approach in addressing their financial, retirement, and estate planning needs. The goal is to simplify people's lives by making the process easier to understand, less expensive, and ultimately more effective. We provide our clients with tax-saving strategies and legal and estate planning advice as part of our services. Wherever possible we work in conjunction with our affiliated experts as well as client families' lawyers and accountants to provide them with effective and coordinated planning strategies prior to implementation.

Our Team will help you:

Identify the areas in which you and your family need our assistance. It may be as simple as recommending a customized portfolio to help you reach your retirement goals without undue stress and complication, or as intricate as providing guidance in setting up or enhancing your corporate structure for your farm or business in anticipation of a sale or transfer to the next generation.

Enlist the help of the appropriate specialists. Our team has the depth of experience and expertise to assist our clients in in regards to investment, retirement, and estate planning needs our clients have.

Integrate the Wealth Management Process. At whatever level required, we will provide our clients with a concise, results-oriented plan to assist them in the achievement of their goals.


Have a look at the Team we have assembled. We're confident we can provide you with the finest multi-disciplinary advice and planning concepts available in the industry!

Bruce McQueen

Financial Planner

Born and raised in Brandon, Manitoba, Bruce has spent his lifetime living and working in a small prairie city whose population relies heavily on the agricultural sector. Bruce understands the issues and concerns of both the business and farm communities, and has dedicated his career to assisting people reach their financial and lifestyle goals. Bruce has a wife and two adult children, and spends most of his leisure time golfing, skiing, scuba diving, and travelling.

Bruce completed his B.A. at the University of Alberta in 1979, and then entered the Master of Natural Resources program at the University of Manitoba. During that period he began what was to become a career in the financial services industry. Since 1985, Bruce has completed the Canadian Securities Course; Certificate in Financial Planning through the Canadian Institute of Financial Planners; and numerous courses on retirement and estate planning. He joined Assante Financial Management Ltd. in 2001, and was selected as one of the inaugural members of the A.C.T. Council, serving for three years by assisting in the development of policy and programs within Assante branches. Bruce was also selected to the first "Chairman's Council", and has been fortunate enough to qualify for this status on numerous occasions since. Currently, Bruce is a member of the western Regional Advisory Council for Assante, and is once again involved in the determination of programs and policies incorporated for Assante Advisors.

Over the past twenty-seven years Bruce has specialized in assisting client families by providing advice on investment, retirement, and estate planning strategies for them. His role as "quarterback" in the Wealth Management process requires him to determine which specialists on his team are called upon to assist clients in reaching their specific goals and dreams.

Seth Nerman, LL.B, CFP

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,  farmers  and  other  affluent  individuals and families. 

Seth  joined  CI  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  (LLB)  from  the  University  of  Manitoba.  He  is  also  a  member  of  the  Law  Society  of  Manitoba,  Canadian  Tax  Foundation,  Manitoba  Bar  Association  and Canadian Bar Association. He also holds his Certified Financial Planner® (CFP®) designation. 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. 

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 CI Assante Private Client in 1992. Her experience in wealth planning and financial services spans over 25 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.

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.

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