Gunn Alsaker

Associate Financial Advisor

Associate Financial Advisor to Ken Labron

Gunn has been employed in the financial services industry since 1997.  She has been working with Ken Labron since March 2010 and is highly committed to providing excellent  service to his clients.

Gunn has a diploma degree from The Aarhus School of Business (Denmark) in Business Administration/Specialized Languages and also successfully completed the Canadian Securities Course (CSC) in 2004 and the Professional Financial Planning Course (PFPC) in 2007.  Gunn is multilingual and speaks 5 languages fluently.

Originally from Bergen, Norway, Gunn now lives in Richmond near Steveston with her two children, Karina and Alejandro, and their yellow lab, Nala. 

Melanie Betz

Administrative Assistant

Melanie joined David Perkins' team in 2010, bringing over 15 years of administrative experience and expertise in the field. In 2016, Melanie became the team's Paraplanner and serves our clients by assisting with the analysis and development of comprehensive financial plans. Prior to joining David's team at Assante, Melanie gained valuable analytical and planning experience excelling in her role as a bookkeeper.  Melanie graduated from Okanagan University College with distinction in Office and Legal Administration.

Melanie lives with her family in Coquitlam. In her free time, you can find Melanie enjoying the outdoors or training for a half marathon.

 

Website: https://www.assante.com/advisors/dperkins/our-team.html

Megan Garson, BA

Executive Associate

Executive Associate to Michael Winters and Lorea DeClercq

Megan joined the Assante family in 2016 as an Administrative Assistant.  In April of 2020 she transitioned to Executive Associate for “The Team,” working with Laurie Winters, Lorea DeClercq, Michael Winters and Hitesh Morar.  Megan was born in Vancouver and graduated from Kwantlen Polytechnic University with a Bachelor of Arts, majoring in Psychology.  She has always had a keen interest in helping people.  After University, Megan spent 3 years abroad working and traveling, spending time in Australia, England and exploring SE Asia.

She successfully completed the Canadian Securities Course (CSC) in 2019 and is mutual fund licensed.  She is currently working on obtaining her life insurance license.

Megan lives in East Vancouver with her partner, Aaron, and their fur babies, Loki (dog), Marley and Nibs (ferrets).  She loves going on adventures.  In her spare time, you will find her outdoors; hiking, biking, or relaxing in a hammock.

Sarah Hamel

Administrative Assistant

Assistant to Robert Sawatzky

Sarah has been with Assante since January 2019 and in March 2020 she joined Robert’s team as an Administrative Assistant. Sarah works closely with Christine to assist with meeting preparation, investment administration and providing excellent service to clients. She excels in paying attention to detail and is a valued addition to the team.

Sarah lives with her husband and son in Richmond, BC and enjoys spending time with her family and friends.

Danielle Harquail

Office Manager

Danielle joined the company in February 2004 as an administrative assistant.  Later that year, she became the assistant to the Controller.  Under the guidance of the Controller, Danielle quickly learned the accounting side of running a successful branch.  When the Controller left the company in 2007, she took on the role of managing the branch.

Danielle oversees the daily operations of the Assante West Pender branch and ensures the branch is operating smoothly and efficiently.  Whether it is ensuring that staff are happy, coordinating vendor contracts and services, ensuring office renovations are completed on time, or ensuring the office procedures and IT systems are functioning properly, she enjoys the challenge of wearing different hats as the occasions arise.

Danielle has a Bachelor of Arts degree from The University of the South Pacific, Fiji Islands, with a double major in Management & Public Administration, and Information Systems.  She has also taken various courses in Business Communications, Management Accounting, Financial Accounting, Corporate Finance, Audit and Assurance, Taxation, and Management Information Systems through British Columbia Institute of Technology, Langara College, and Certified General Accountants of Canada which has now united with Chartered Professional Accountants of Canada under the CPA banner.   

June Lee-Keil

Administrative Associate

June has over 20 years of experience as an administrative assistant in the financial services industry. Her focus is delivering superior client service while handling client inquires and trading activity.

June has been with our team since 1990, both at FPC Investments Inc., the previous service provider before its amalgamation with Assante in November 2002. She was awarded a 'Certificate of Appreciation' by the Assante Advisory Council for her work in helping other administrators across the country. She is well-respected by her peers and is very able to handle any technical issues related to your investments and the associated companies.

June lives with her husband in Delta, BC and enjoys spending time with family and friends.

Estelle Li

Administrative Assistant

Assistant to Suhel Popatia

Estelle works with Senior Wealth Advisor Suhel Popatia, and is highly committed to providing excellent service to their clients. Her duties include corresponding with clients, handling client inquires, trading activities, follow-ups on transactions, and drafting various financial planning documents and reports.

She has more than 6 years of experience with Assante Wealth Management.  Estelle  has a Bachelor’s degree in Economics, and has over 11 years of prior experience in Administration, including 4 years as a legal assistant and 7 years as a leading Administrative Assistant in a global Fortune 500 company.

Estelle lives with her husband and two daughters in South Surrey, BC.  She enjoys travelling and spending time with her family.

 

Tasia Marescaux, PFP

Marketing & Service Associate

Tasia has over 25 years experience in management within the banking and financial services industry. She has completed various financial industry qualifications including the completion of the Investment Funds in Canada (IFC), the Canadian Securities Course (CSC), the Branch Compliance Officers Course (ICB), and the Personal Financial Planner (PFP).

In her spare time, she enjoys travel, the outdoors and spending quality time with her family, friends and her two dogs.

Hitesh Morar, B.Comm., CFP®

Associate Financial Advisor

Hitesh joined us in 2011, as the assistant to Laurie Winters, Lorea DeClercq and Michael Winters, also known as "The Team". Hitesh, who is originally from Zimbabwe, received his undergraduate commerce degree at Rhodes University in South Africa. After working briefly in Zimbabwe and England, he moved to Canada in 2008 to be with his wife, Pranita.  One of his first jobs was as a client service representative with a mutual fund company. This role attracted him to the financial planning industry which then led him to take the position as an assistant with “The Team”.

Hitesh is currently studying for the Certified Financial Planner (CFP®) designation.

Hitesh resides in New Westminster with his wife Pranita, daughter Tia and son Aarav.  In his spare time he enjoys cooking, playing soccer, biking, photography and spending time with his family.

Maggie Qian

Sales & Service Associate

Maggie Qian
Sales & Service Associate to Suhel Popatia
Email: mqian@assante.com

Iman Rajwani, BA

Administrative Assistant

Miss Rajwani began working alongside Alim Dhanji, CFP in March of 2018. She graduated with a Bachelor’s degree from Simon Fraser University in 2020. Iman’s main areas of responsibility include marketing & communications,  event planning, and client relationship management. She brings a fresh perspective to the team and is committed to providing exceptional service. Throughout her time at Assante, Iman has discovered a passion for personal finance and is particularly determined to help increase financial literacy among millennials. She plans to continue adding value to her work by acquiring certifications in financial planning and insurance. When Iman is out of the office, she enjoys reading novels, spending time with family, and volunteering in her community through various portfolios.

Vincianne Tricand

Administrative Assistant

Assistant to Rich Widdifield

Vincianne joined Assante in February 2016. She is a valued assistant to Richard Widdifield and is committed to providing excellent service to their clients.

Vincianne has extensive experience in administration, as well as within the banking and financial services industry. She graduated from the University of Ottawa with a Bachelor of Social Science with a Concentration in Economics. Following graduation, Vincianne spent eight years teaching in South Korea. She continues to study in order to meet and exceed industry standards.

Vincianne and her husband live in Vancouver. In her spare time, she enjoys participating in sprint triathlons, kayaking, skiing and travelling.

Website: www.richwiddifield.com

Emily Yau, BA

Associate Financial Advisor

Associate Financial Advisor to David Perkins

Emily Yau joined David Perkins' team in July 2014 as the office service support assistant and has moved into the current role of Associate Financial Advisor. While being highly organized, she has exceptional attention to detail, enjoys interacting with clients and providing superior service. Emily has an extensive background with over 15 years of experience in customer service and a Bachelor of Arts degree from the University of British Columbia.

Having grown up in the Lower Mainland, Emily enjoys much of the West Coast such as the local hiking trails and beaches. She is an avid reader and enjoys the culinary arts.

 

Website: https://www.assante.com/advisors/dperkins/our-team.html