Curtis Cross
Senior Financial Advisor
Tim Steadman
Financial Advisor
Mary-Ann Pouteau
Administrative Assistant
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.
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