Leanne Meier, CFA
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.
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.
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