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.

Seth Nerman, LL.B, CFP

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.  

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®) designation. 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. 

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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