Meet Your Experts

We have a remarkable team of individuals with a common goal; to provide the most accurate, timely, and pleasant service available in the marketplace.  

With such a diverse staff we are able to use our respective gifts and strengths to provide the best service to our clients, as well as using these talents to educate our community on a wide scope of information.

We look forward to having the opportunity to meet you, as well as help fill your financial needs.  Our Team works to serve our clients as well as the people of our community.

Kendal Justinen

Senior Wealth Advisor

Kendal Justinen is a senior advisor with over 35 years of experience providing financial advice, his senior role is instrumental in the team. Kendal uses his experience and expertise to help clients with wealth and estate planning. This specialized planning is offered by very few advisors in Alberta. By working closely with CI Assante Private Client, a division of CI Private Counsel LP, a team consisting of CERTIFIED FINANCIAL PLANNER® professionals, tax accountants, and estate lawyers, Kendal has been able to deliver comprehensive wealth planning to clients.  The offering of Private Client engages the services of lawyers, estate planners, money managers, and tax specialists, along with Kendal’s advising experience, to produce a service unmatched in the marketplace.

Kendal believes the success of his business relies on many factors.  These include top-notch customer service, diversification, and mentorship as well as staying ahead of the curve in terms of what the industry’s doing.

Kendal enjoys spending his leisure time with his wife and three wonderful children. Kendal has a deep passion for cooking and will often find him in the kitchen. He is known around town as Rocky's Financial Chef. 

Kendal Justinen is the President of Justinen Financial Services Inc. and is an Investment Funds Advisor with Assante Financial Management Ltd. ("Assante") through which he sells mutual funds, GICs, and government bonds. The relationship that Kendal has with Assante does not include the insurance services for which Justinen Financial Services Inc. is solely responsible. Justinen Financial Services Inc. is not associated in any way with Assante and Assante has no responsibility for the services offered by Justinen Financial Services Inc.

Dubert Rocuant, CFP®, EPC

Wealth Advisor

At Assante, Dubert works with a team of specialists ranging from tax accountants, estate lawyers, and other certified financial advisors to provide a complete approach to individuals' financial needs. Our premium service allows access to recognized, reputable professionals who specialize in the growth, protection, and transfer of wealth.

Wealth Creates Complexity, We Help Make It Simple.

 

Among his greatest strengths, he brings to his client relationships is his knowledge, integrity, and commitment to exceptional service. Building on his CFP® designation, Canadian Investment Funds Course, Elder Planning Designation, and license to provide life insurance, Dubert is working towards the Chartered Life Underwriter designation, recognized internationally as the top professional accreditation. Dubert’s past 10 years of experience in the financial service industry and his educational background make him a great partner in the branch.

A strong contributor to the community, Dubert is a member of the Kinsman Foundation and raises funds for local charities and facilities. When not in the office, you can find Dubert in beautiful Nordegg and the surrounding area as he loves being outdoors hiking with his family. If you would like to learn more about Dubert's credentials and what he can do to help you achieve your goals, or if you have any questions about financial and life management, please call 403-845-3681 or e-mail: drocuant@assante.com.

Vanito Pobran, CPA, CA, CFP, TEP

Regional Vice-President, Wealth Planning

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

Vanito  joined  CI  Assante  Private  Client  in  2015  after  holding  a  tax  manager  position  in  the  Calgary  office  of  KPMG  LLP.  At  KPMG,  he  worked  in  their  tax  group  providing  tax  compliance  and  planning  solutions  to  individuals  and  owner-managed  businesses.  Prior  to  this  he  was  a  Senior  Accountant,  Assurance  and  Business  Advisory  at  Grant  Thornton  LLP  in  their  Independent  Business  Group.  Vanito  has   delivered   his   services   across   numerous   sectors   including   manufacturing and processing, aviation, engineering, hospitality, real estate and construction. His overall professional experience in wealth planning exceeds 12 years. 

Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan and he holds the Certified Financial Planner® (CFP®) designation. He is a member of the Chartered Professional Accountants of Alberta, the Canadian Tax Foundation,  the  Society  of  Trust  and  Estate  Practitioners  and  has  completed both the CICA In-depth tax course and the CICA In-depth tax issues for the owner-managed business course. 

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. 

Bradley Charlton, CLU®, CH.F.C.®, 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.

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

Richard Wylie

Vice-President, Investment Strategy

Richard is Vice-President, Investment Strategy at CI Assante Wealth Management and oversees our firm’s investment product shelf. He chairs Assante's Investment Committee and performs due diligence on new product offerings, acting as the liaison with product issuers, promoters and underwriters. Richard also co-ordinates the approval of specialty investment transactions with Assante's Compliance team and trading desk. He also represents CI Assante Wealth Management in the media with regular spots on CP24 and ROB TV. Prior to joining Assante in 2000, Richard was the trading floor economist and fixed income analyst at TD Securities. During his six years at TD Securities, he specialized in the areas of economic analysis of the U.S. and Canadian economies, corporate and government debt, and studies of both the U.S. Federal Reserve and the Bank of Canada. Prior to his tenure at TD Securities, Richard spent five years trading both Foreign Exchange and Money Market securities for Ontario Hydro. Richard has been a CFA charterholder since 1994. He received both his B.A. and M.A. in economics from the University of Waterloo.