Rob Torrance, B.Sc.

Wealth Advisor

My goal is to help you with your current and future Investment needs.

Planning is more than saving money for retirement – it’s about helping protect what means the most to you and achieving your short and long-term goals. The first step to achieving your financial goals is creating a financial strategy. I will help you with investments that are tailored to you, flexible enough to meet your changing needs and based on solid insurance and investment products.

Dealing with the complexities of your finances can be overwhelming and time consuming. My aim is to free up your time and manage your financial affairs, strategies and goals, be they saving for retirement, running your own business or building a fruitful legacy to leave to your loved ones. I work closely with my clients to understand their needs, drivers and goals and help them to create robust financial strategies to build a successful future.I am supported by a highly qualified, professional team of lawyers, tax accountants and financial analysts and, together, we will support you to make well-informed decisions about your finances, both now and in an ever-changing future. 

Please don’t hesitate to contact me for a confidential consultation if you are looking for the best possible financial advice which is tailored perfectly to suit your needs, circumstances and lifestyle.

Insurance products and services are provided through Torrance Financial Services Inc.

Ivete Friesen

Client Service Administrator

As a Client Service Administrator, Ivete aims to build trusted relationships with clients as well as provide administrative support in all areas. She has been with the Abbotsford Assante Branch since June 2012 and comes to us with 10 years of experience in the financial industry. She completed the Investment Funds in Canada Licensing in 2017.

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

Damien Burleigh, BBA, CFP

Regional Wealth Planner

As  a  Regional  Wealth  Planner,  Damien  Burleigh  facilitates  the delivery of wealth planning reports. Using a needs based approach, Damien 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,  Damien  delivers  a  plan  that  addresses  retirement  planning, cash flow management, risk management, business planning and estate planning.  

Damien  became  part  of  CI  Assante  Private  Client  in  2018.  His  experience  in  wealth  planning  and  asset  management  spans  over  15  years.  It  involves  a  number  of  roles  at  Coast  Capital  Savings  including  an  advisory  role  as  an  Investment  Funds  and  Insurance  Specialist.  Damien  also  spent  time  at  Standard  Life  investments  as  an  Inside  Sales  Consultant,  where he honed his knowledge of investment products. Most recently, Damien spent the last 8 years as Director, Estate and Financial  Planning  Services  at  Sun  Life  Financial,  providing  comprehensive   financial   planning   to   affluent   families,   professionals, and business owners. 

Damien  holds  a  BBA  (Finance  Concentration)  from  Simon  Fraser University. In addition, he holds his Certified Financial Planner®   (CFP®)   and   Chartered   Life   Underwriter   (CLU)   designations. 

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