Scott Masters, CFP, FCSI, FMA

Senior Financial Advisor

Scott Masters is a Senior Financial Advisor with Assante Financial Management Ltd., and has spent over 18 years in the financial services industry as a financial advisor and as a vice president for a large wealth management company.

Supported by a team of professionals including lawyers, tax accountants and financial analysts, Scott uses a holistic planning approach, offering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning.

Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998).

In 2008, Scott became a Fellow of the Canadian Securities Institute (FCSI), which places him in an elite group of only 5% of Canadian financial advisors that carry this prestigious designation. The FCSI designation is awarded to a select group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience, and a strong endorsement from their peers.

Scott and his wife have two sons, Tyler and Brayden. Away from the office, he enjoys golfing, reading, travelling, coaching and watching his kids' activities, and spending time with his kids.

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Jenny Ewens, B.Sc.

Associate Financial Advisor

Jenny joined Assante and Scott Masters’ team in 2015, after a 10 year career as an Engineer in the oil & gas sector.  She was exposed to the financial industry in 2009, and since then her passion for finance and investments led her to pursue a career in financial services. 

Jenny is a key part of the team, supporting Scott with administrative, marketing, and client services.  She graduated from University of Alberta with a Bachelor of Science in Petroleum Engineering and worked as an Engineer until 2015. Jenny attained her Professional Engineer (P.Eng.) designation in 2008.  She is currently working towards attaining the Certified Financial Planner (CFP) designation. 

Jenny and her husband have 3 daughters.  In her spare time, she enjoys hiking, camping, skiing, swimming, and travelling with her family. 

Clint Graham, CFP, CIM, B.Comm.

Wealth Management Advisor

As an Associate Financial Advisor, Clint supports Scott and his clients in several aspects of the Wealth Management process, including integrated financial planning, investment management, tax planning, and risk mitigation.  Clint has been with Assante and Scott Masters' team since 2016.

Clint began his career in the financial services industry in 2014 when he gained industry experience as an Investment Advisor and Sales Associate at an investment dealer in Calgary.

Before entering the industry, Clint earned a Bachelor of Commerce in Finance from Griffith University (QLD, Australia), and holds the Certified Financial Planner (CFP) designation.  Prior to University, Clint studied financial services at SAIT, graduating with a Diploma in Business Administration.  Clint has also passed the CFA Level 1 exam.

Clint was born and raised in Southern Alberta and grew up on a small ranch outside of Calgary.  In his spare time, Clint enjoys golfing, reading, and spending time with his family and friends.

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. 

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. 

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