Kjell Johnston, CFP®

Senior Financial Advisor

For over 20 years, Kjell has prepared and implemented strategies for all areas of a client's financial well-being, from investments and insurance, to retirement, tax and estate planning.  He is also a current member of Assante Wealth Management's Chairman's Council 2021.

Cara McKee, BA (Econ), CFP®

Financial Planning & Marketing Associate

Cara brings over 20 years of experience in the Financial Services sector; specializing in administration and service of client accounts as well as financial planning and marketing strategies.

Murray Johnston

Financial Consultant

Murray continues to service a select group of his long-term clients.  His work schedule is reduced but he continues to enjoy his consulting relationship with our team.  Meeting and introducing new clients to our practice is what he still enjoys most.

Brendan Andrews, BCom, RIS

Associate Financial Advisor

Brendan joined our team in 2021 and has several years of experience in the financial services sector. Previously, he worked as a financial advisor with another firm implementing insurance and wealth management strategies. Brendan has a Bachelor of Commerce in Finance from the University of Saskatchewan where he graduated with great distinction.

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. 

Seth Nerman, LL.B, CFP®, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Seth works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Seth has a particular focus on tax and estate planning for business owners, professionals, farmers and other affluent individuals and families.
Seth joined CI Assante Private Client in 2015 as a Wealth Planning Consulting before transitioning into his current role of Regional Vice-President, Wealth Planning in 2017. Prior to joining Assante Private Client, Seth worked at Pitblado Law in the tax and estate planning department. At Pitblado, Seth assisted both individual and institutional clients with tax and estate planning services, including preparing wills and powers of attorneys, corporate reorganizations, business succession planning and buying/selling businesses. Seth also has experience advising clients on matters involving tax compliance, dispute resolution, owner-manager remuneration and charitable giving. His overall professional experience in wealth planning exceeds 10 years.
Seth is a lawyer and holds a Bachelor of Laws (LLB) from the University of Manitoba. He is also a member of the Law Society of Manitoba, Canadian Tax Foundation, Manitoba Bar Association and Canadian Bar Association. He also holds his Certified Financial Planner® (CFP®) and Trust and Estate Practitioner (TEP) designations. In addition, Seth has completed the Canadian Bar Association Tax Law for Lawyers course and the CPA In-Depth Tax Issues for the Owner-Managed Business course.

Betsy Nolin, BA, CFP®

Regional Wealth Planner

As a Regional Wealth Planner, Betsy Nolin facilitates the delivery of wealth planning reports. Using a needs-based approach, Betsy works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals in order to build plans that meet their complex needs. Working with the support of the wealth planning team, Betsy delivers plans that address retirement planning, cash flow management, risk management, business planning and estate planning.
Betsy became part of CI Assante Private Client in 1992. Her experience in wealth planning and financial services spans over 25 years. First, she was a member of our team in Saskatoon and in 1997 she transferred to Winnipeg, becoming a Private Client Manager in 2001; and subsequently a Regional Wealth Planner in 2009.
Betsy has a Bachelor of Arts degree in Economics from the University of Saskatchewan. In addition, she holds her Certified Financial Planner® (CFP®) designation.

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