David Perkins, CFP

Senior Financial Planner

David Perkins is a financial planner who has proven his ability and dedication to his clients for over 25 years. He helps families simplify their affairs and increase their quality of life through an integrated approach to wealth planning which includes expertise in investments, insurance, tax, retirement, and estate planning. David specializes in planning for business owners and providing high net worth planning services.   

David completed his Certified Financial Planner designation in 1998. He believes in continuing education, and has earned industry designations that enhance his ability to deliver exceptional advice. Along with his CFP designation, he has earned his Elder Planning Counsellor and Certified Executor Advisor designations. David has also taught the Registered Retirement Consultant course at Capilano University.

In addition to his work as a Senior Financial Planner, David is recognized for his community involvement - volunteering for charitable and community organizations such as the Canadian Youth Business Foundation and LJ Christmas Manor (current President) - and regularly speaks for community and business groups.

David also served for 9 years on the Board of Directors for a publicly listed company (3 of those years as Chairman of the Board). He chaired their audit committee and served on their compensation and governance committees before stepping down in December 2016.

Whether you would like to discuss your options or start creating your wealth plan today, David will be glad to answer your questions.

Rhonda Olsen, CFP®, EPC

Financial Planner

Rhonda Olsen joined our team in November 2020 as a Financial Planner. With more than 15 years of experience in financial services, Rhonda started her career in the banking industry and transitioned to Wealth Planning after completing her Certified Financial Planner (CFP) designation in 2014. She believes in lifelong learning and has also earned her Elder Planning Counsellor (EPC) designation and is licensed with the Insurance Council of British Columbia.

Rhonda works alongside David to provide an integrated approach to wealth planning for families including investments, insurance, tax, retirement, and estate planning.

In her spare time, you’ll find Rhonda hiking through the woods or spending time with family and friends. 

Emily Yau

Associate Financial Advisor

Emily Yau joined our team in July 2014 as our office service support assistant and has moved into the current role of Associate Financial Advisor. While being highly organized, she has exceptional attention to detail, enjoys interacting with clients and providing superior service. Emily has an extensive background with over 15 years of experience in customer service and a Bachelor of Arts degree from the University of British Columbia.

Having grown up in the Lower Mainland, Emily enjoys much of the West Coast such as the local hiking trails and beaches. She is an avid reader and enjoys the culinary arts.

Melanie Betz

Administrative Assistant

Melanie joined our team in 2010, bringing over 15 years of administrative experience and expertise in the field. In 2016, Melanie became our Paraplanner and serves our clients by assisting with the analysis and development of comprehensive financial plans. Prior to joining our team at Assante, Melanie gained valuable analytical and planning experience excelling in her role as a bookkeeper.  Melanie graduated from Okanagan University College with distinction in Office and Legal Administration.

Melanie lives with her family in Coquitlam. In her free time, you can find Melanie enjoying the outdoors or training for a half marathon.

Pippa Fry, CIM

Investment Counsellor

As  an  Investment  Counsellor,  Pippa  Fry  provides  portfolio  management  services  and  her  experience  to  our  high  net  worth  clients  in  the  CI  Assante  Private  Client  program.  In  this  role,  in  consultation  with  our  team’s  knowledge  of  our  clients’  circumstances,  she  determines  an  appropriate  asset  allocation  to  best  meet  their  objectives.  She  also  provides  ongoing  review  of  client  portfolios  and  works  closely  with  our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs. 

Pippa  comes  to  CI  Assante  Private  Client  with  30  years  of  experience  in  financial  services  working  in  London,  Hong  Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management.  She started her  career  at  CIBC  in  London,  followed  by  roles  at  Merrill  Lynch  and  Swiss  Bank/UBS  before  joining  Citigroup  (on  the  merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.  

Pippa  has  an  MA  from  Oxford  University.  She  holds  the  Chartered Investment Manager (CIM®) designation. 

Cheryl Norton , CPA, CA, CFP

Regional Vice President, Wealth Planning

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

Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting  firms,  as  well  as  holding  senior  tax  and  estate  planning  positions  in  the  financial  services  and  insurance  industry.  Cheryl’s  expertise  includes  tax,  estate  and  trust  planning,  business  succession  planning,  intergenerational  wealth  transfer  strategies,  risk  management,  philanthropy  and charitable giving.  Her overall professional experience in tax and wealth planning exceeds 17 years.  

Cheryl  is  a  Chartered  Professional  Accountant  (CPA,  CA)  with  a  Bachelor  of  Commerce  degree  from  the  University  of  Windsor.    She  has  also  obtained  her  Certified  Financial  Planner®   (CFP®)   designation.   In   addition,   Cheryl   is   a  member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group

Dennis Kondratev , MBA, CFP, CLU®, TEP

Regional Wealth Planner

As a Regional Wealth Planner, Dennis Kondratev facilitates the delivery of wealth planning reports. Using a needs based approach, Dennis 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, Dennis delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Dennis became part of CI Assante Private Client in 2019. Prior to this he held the role of Specialist, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Dennis has an MBA from Smith School of Business, Queens University. In addition, he holds his Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations

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