Curtis Cross

Senior Financial Advisor

Curtis has been a part of the Assante family since 1999 and has been helping individuals, families, and business owners achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice. Curtis's integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life.

Mary-Ann Pouteau

Administrative Associate

Mary-Ann has been in the financial services industry since 2004 and with Assante since 2010.   She is responsible for the administration of the team, processing transactions as well as managing most day to day client service requests and scheduling client meetings.  Mary-Ann and Curtis work together with their clients  to provide excellent service and peace of mind in all their financial matters.

Tim Steadman

Financial Advisor

Tim is a Financial Advisor with Assante Financial Management Ltd. in Manitoba. Tim has been in the financial services industry since 1997. His first twelve years were spent on the "manufacturing" side of the business with Assante Asset Management. During this time he helped develop and service a select group of high net worth clients in Western Canada. Working with these high net worth families, Tim and the team of highly respected estate and tax professionals at Assante, helped strategize optimal ways to maximize risk adjusted returns, minimize tax owed, and to ensure the hard earned family wealth was transferred to the next generation in the most tax efficient, creditor protected fashion possible. Since 2009 Tim has continued to provide these same high end services with his own private practice at Assante.

Natalie Chudzy

Insurance Processing Administrator

Natalie is our Insurance Processing Administrator.  An effective communicator and problem solver, Natalie acts as a liaison  between us and the insurance companies to ensure that our client’s needs are taken care of in the best way possible. 

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Eric Sochasky, CPA, CA

Regional Vice-President, Wealth Planning

As a Regional Vice-President, Wealth Planning, Eric Sochasky works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.

 

Eric joined Cl Assante Private Client in 2022 after working in public practice as a senior tax manager at BDO. In his previous role, Eric primarily focused on tax compliance and advisory services to owner-managed companies and their high-net-worth shareholders. This included research and implementation of strategies related to tax minimization and deferral, asset protection, corporate restructuring, business succession and estate planning. Eric has delivered his services across numerous sectors including farming, construction, real estate, professional and manufacturing, to name a few. His overall professional experience of servicing clients in wealth planning matters spans over a decade.

 

Eric is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation. He also completed the Canadian Institute of Chartered Accountants' (now Chartered Professional Accountants of Canada) In-Depth Tax Program.

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Mark Rarog, CFA

Investment Counsellor

As  an  Investment  Counsellor,  Mark  Rarog  provides  portfolio  management  services  and  his  experience  to  our  high-net-worth clients in the CI Assante Private Client program. Mark examines  each  client’s  circumstances,  and  in  consultation  with  our  team,  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’  investment  plans  continue to meet their needs. 

He brings over 25 years of diverse financial services experience to his role at CI Assante Private Client. Prior to joining our team in 2020, he held various senior positions with large Canadian investment    management    organizations,    specializing    in    portfolio  management.  He  has  broad  experience  managing  North  American  equities,  global  equities  and  real  estate  assets. 

Mark is a is a CFA® (Chartered Financial Analyst) charterholder and   has   earned   a   Bachelor   of   Commerce   (Hons)   degree   majoring in Finance. 

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