Fred has been in the field of employee benefits and financial services for almost 30 years. Fred has delivered integrated wealth management solutions to help families achieve their financial and lifestyle goals. One of his primary objectives is to simplify and enhance their lives by delivering customized financial advice to his clients. As a financial advisor, he coordinates and manages their evolving needs, drawing on the expertise of a team of specialists.
Within the community, he has held leadership roles with the Chamber of Commerce , Rotary, Thompson Wildlife Association and the Spiritway Norseman Aircraft Project.
If you would like to learn more about Fred’s credentials and experience or discuss your financial plans with him, please call 204-778-1675 or email email@example.com
Dwayne Portey, CFP®, CIM®
Financial Planning Advisor
Dwayne began his career in the financial services industry in 2000. After graduating from the University of Manitoba, he started working at a Canadian Chartered Bank, obtaining his Mutual Fund license, and gaining valuable experience in both credit and investment products. In 2003, Dwayne added insurance products to his repertoire as he moved on to work with a major Canadian Life Insurance Company. In 2010, Dwayne obtained his Certified Financial Planner® designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Risk Management and Estate Planning, as well as Income Tax Planning.
Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer for youth athletics and community projects.
If you would like to learn more about Dwayne’s credentials and what he can do to help you achieve your goals, or if you have any questions about financial planning, please call 204-778-1675 or email firstname.lastname@example.org
Kevin started in the financial planning and benefits consulting field in 1992. He majored in Economics at University of Manitoba and has attained his Certified Financial Planner designation (CFP).
Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives. Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. “I like to think of myself as a quarterback. As a financial planner, I am able to take your goals and aspirations, quantify them into financial terms and then direct from that point of view. I interface with your lawyer, your tax accountant and your banker and the end result is a comprehensive financial plan.”
Kevin is married to Megan and has two young children, Ava & Levi. If you would like to learn more about Kevin’s credentials and what he can do to help you achieve your goals, or if you have any questions about financial planning, please call 204-778-1675 or email email@example.com
Kathy Valentino, CHS, CLU®, CH.F.C.®
Kathy is an Insurance Advisor with Assante Estate and Insurance Services Inc. and provides financial, tax planning and estate advice to her clients. Kathy has recommended strategies to her clients that may reduce their tax liability by keeping abreast of changes to the Federal budget and the Income Tax Act. During her 20 years in the industry, she has obtained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Health Insurance Specialist (CHS) designations. Kathy was born and raised in Thompson and has three boys, Justin, Jordan and Jamie. Kathy is an active participant in the community in activities such as minor athletics, the City of Thompson and the Advent Lutheran Church.
Charlynn graduated from Keewatin Community College with Honors in Computerized Business in 2000. Since then, she has worked for a major Chartered Bank specializing in structuring investments and lending products to meet her client’s goals. Charlynn is currently working towards obtaining her Personal Financial Planner program, which will provide her with the knowledge, skills and attributes to evaluate and manage various wealth forms that are integral to financial planning. Charlynn has lived in Thompson since 1987, she is married to Buddy Little and they have a 5 year old daughter, Rylee.
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.
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