Matt Buie, B.Sc., CFP

Senior Financial Planning Advisor

As a Senior Financial Planning Advisor at Assante, I can help you achieve your future dreams while enjoying peace of mind today. Whether it's Investing in Socially Responsible Impactful Investments utilizing the Environmental, Social and Governance selection criteria, 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 will work with you every step of the way.

Creating and managing your wealth can be complex and time-consuming. My role is to simplify your life and save you time by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth and help you build the future you desire.

For 25 years, I have been enjoying helping successful people live wonderful lives. My passion and focus are helping understand and realize each client’s unique life goals. 

I have always had an interest in the human experience.  As a result, I have pursued and obtained a Bachelor of Science in Psychology and Economics.  This degree helped strengthen my interest and understanding in Behavioral Economics and Finance, a field which explores various human biases and how they affect financial decision-making.  In my role as a Senior Financial Planning Advisor, I try to use these insights to help my clients avoid costly emotional financial mistakes.

To further strengthen my financial skills, I became a Certified Financial Planner.  This credential means that I have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

I have also received the Responsible Investment Specialist designation from the Responsible Investment Association whose mandate is to educate and support the development of impactful Social Responsible investments in our world. In recent years, climate change has been dominating the headlines and has become a watershed issue helping to expand awareness around a growing number of other problems. My passion is to help my clients invest in impactful Social Responsible Investments to both make money and do good.

I specialize in combining sound proven fundamentals of financial planning, asset protection and investment management with the merits of leading-edge behavioral finance.  I also believe in thematic investing approaches that take advantage of relatively certain trends such as the need for increased sustainability and accelerating change driven by continual science and technological advancement.

Among my greatest strengths with my clients are my knowledge, integrity, commitment to exceptional service and a keen personal interest to understand the evolving marketplace.

On a personal note, I enjoy family time with my wife Tracy and two children, Michael and Emily. We are an active outdoor family spending time skiing, mountain biking and sailing. As a family we experience a Life Well Lived.

Feel free to connect with me to brainstorm on your Life Well Lived. 

(604) 685-2214 (office) or (604) 862-2274 (cell) or e-mail: mbuie@assante.com

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Pippa Fry, CIM

Investment Counsellor

As  an  Investment  Counsellor,  Pippa  Fry  provides  portfolio  management  services  and  her  experience  to  our  high  net  worth  clients  in  the  CI  Assante  Private  Client  program.  In  this  role,  in  consultation  with  our  team’s  knowledge  of  our  clients’  circumstances,  she  determines  an  appropriate  asset  allocation  to  best  meet  their  objectives.  She  also  provides  ongoing  review  of  client  portfolios  and  works  closely  with  our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs. 

Pippa  comes  to  CI  Assante  Private  Client  with  30  years  of  experience  in  financial  services  working  in  London,  Hong  Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management.  She started her  career  at  CIBC  in  London,  followed  by  roles  at  Merrill  Lynch  and  Swiss  Bank/UBS  before  joining  Citigroup  (on  the  merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.  

Pippa  has  an  MA  from  Oxford  University.  She  holds  the  Chartered Investment Manager (CIM®) designation. 

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Cheryl Norton , CPA, CA, CFP

Regional Vice President, Wealth Planning

As Regional Vice-President, Wealth Planning, Cheryl Norton works  closely  with  our  high  net  worth  clients  to  identify  issues   and   provide   complex,   tactical   wealth   planning   support  that  complements  their  wealth  plans.    Cheryl  has  a particular focus on tax and estate planning strategies for business  owners,  farmers,  professionals  and  other  affluent  individuals and families.  

Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting  firms,  as  well  as  holding  senior  tax  and  estate  planning  positions  in  the  financial  services  and  insurance  industry.  Cheryl’s  expertise  includes  tax,  estate  and  trust  planning,  business  succession  planning,  intergenerational  wealth  transfer  strategies,  risk  management,  philanthropy  and charitable giving.  Her overall professional experience in tax and wealth planning exceeds 17 years.  

Cheryl  is  a  Chartered  Professional  Accountant  (CPA,  CA)  with  a  Bachelor  of  Commerce  degree  from  the  University  of  Windsor.    She  has  also  obtained  her  Certified  Financial  Planner®   (CFP®)   designation.   In   addition,   Cheryl   is   a  member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group leader for this course.

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