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. 

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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