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 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 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.
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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