Roy L. Willis

Financial Advisor

Roy completed his graduate degree in Economics in 1995 and immediately started applying what he had learned in the financial industry on the west coast. In 1997 he moved back to his home province of Alberta and shortly thereafter became a partner at Hein Financial Group and an advisor with Assante Financial Management Ltd. Roy obtained his Certified Financial Planner (CFP) designation in 2004 and continues to add to his knowledge on all things financial with meetings and seminars around North America. Roy has also been a qualifying member of the world wide organization of the Million Dollar Round Table. Roy is a member of Assante’s Chairman’s Council and is also on the board of Assante’s Regional Council. Away from the office Roy is an avid outdoors-man. He has also been involved with coaching football with the Calgary Bantam Football Association and other sporting and charity organizations. Roy is married with three young children. He has been called a lot of things, but his favorite is “Dad”.

Rachelle Beaudin

Executive Assistant

Rachelle started working at Hein Financial Group with Roy Willis in June 2004. She has worked as an Executive Assistant since 1995, in the client service industry. She specializes in processing, administration and marketing. Rachelle over sees all areas on individual investments, insurance processing and day to day operations. She provides strong client service and is an asset to the team. When not hard at work, Rachelle spends quality time with her husband and daughter.

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

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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