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.

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. The last six years Tim has continued to provide these same high end services with his own private practice at Assante.

Mary-Ann Pouteau

Administrative Assistant

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.

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.

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 26 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.

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. 

Leave a Note

Please fill out the form below