Leanne Meier, CFA

Financial Advisor

For over 20 years, I have been helping clients achieve their financial goals.  Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

As a Financial Advisor with Assante Capital Management Ltd., I realize that managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial picture, including investment selection, retirement planning, risk management, and tax and estate planning.  I previously worked as an Investment Counsellor with Assante Private Client, a division of CI Private Counsel L.P.  In this role I met with High Net Worth clients to understand their investment objectives, personal circumstances, and risk tolerances, which allowed me to construct suitable investment portfolios.  I conducted regular client meetings to review portfolio performance, as well as discuss market and economic conditions. I also worked closely with the Wealth Planning Group and clients’ other professional advisors to assist in implementing planning recommendations.   

Assante is owned by CI Financial Corp., which is one of Canada’s largest wealth management firms and has approximately $160 billion in total assets as at March 31, 2018.

I am effectively supported by a team of lawyers, tax accountants, financial analysts, and administrative specialists whose professionalism help me provide excellent client service. 

I am a Chartered Financial Analyst (CFA), which is the most respected and recognized investment management designation in the world. I also hold an MBA degree from the Sauder School of Business at the University of British Columbia. 

I was born and raised in Winnipeg and return every summer to spend time at the cottage with my family.  I enjoy traveling, hiking, and leading an active lifestyle.

I understand the unique challenges and needs of women and enjoy helping them become more financially astute and gain more control over their financial independence. 

I am committed to providing my clients with peace of mind, knowing their financial affairs are taken care of so they can enjoy what they like to do best.

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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 estate 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 15 years.

Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan. In addition he holds the Certified Financial Planner® and Trust and Estate Practitioner (TEP) designations. 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.

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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. 

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