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.