Brian Davis, CH.F.C., CLU®, CFP®
Senior Financial Planner
Brian has worked in the financial services industry for over 35 years. Right from the outset, Brian embraced a client focussed, comprehensive approach to wealth planning. Brian strives to simply and enhance the financial lives of his clients and believes that being proactive and communication are key drivers of success.
Brian graduated with a degree in Business Administration and holds a Certified Financial Planning, Chartered Financial Consultant and Chartered Life Underwriter designations.
Brian is married with two children and enjoys traveling and spending time with his family. He is an avid sport fan, with a particular love for basketball, having played at the university level.
Seth Nerman, LL.B, CFP®, TEP
Financial Planning Advisor
Seth was born and raised in Winnipeg, where he graduated with a law degree in 2010 from the University of Manitoba. After graduating, Seth practiced law at Pitblado Law, where he specialized in tax and estate planning. At Pitblado, Seth assisted both individual and corporate clients with tax and estate planning services, including preparing wills and powers of attorneys, corporate reorganizations, business succession planning and buying/selling businesses.
In 2015, Seth joined CI Assante Private Client as a Wealth Planning Consultant before transitioning into the role of Regional Vice-President, Wealth Planning in 2017. In that role, Seth worked closely with high net worth clients to identify issues and provide complex-tactical wealth planning support with a focus on business owners, professional, farmers and other affluent families.
It was during his role as Regional Vice-President that Seth met Brian Davis and the Davis Nerman Wealth Group was formed. Through their relationship, Seth and Brian have worked on complex investment, insurance and tax planning strategies for their clients.
Seth also holds his Certified Financial Planner® (CFP®) and Trust and Estate Practitioner (TEP) designations. He has completed the Canadian Bar Association's Tax Law for Lawyers course and the CPA In-Depth Tax Issues for the Owner-Managed Business course.
Seth is married with two incredibly energetic daughters that take up most of his time at home. Outside of family, Seth is an avid tennis player and loves spending time at his family's cottage.
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.
Mark Rarog, CFA
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.
Heather has been in the financial services industry for more than 14 years. She is responsible for the administration of our team, processing transactions and managing most day to day client service requests. Heather has strong communication and organizational skills, which are core values at Davis Nerman Wealth Group. Away from the office, Heather is an outdoor enthusiast and spends as much time as she can camping with her husband and daughter.
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