Shawn Purcell, BA
Senior Wealth Advisor
Shawn Purcell began his financial advisory practice in 1994. At the forefront is his Team’s Commitment of Value, driven by the unwavering dedication to service excellence he brings to each and every client relationship. Shawn believes his clients are his partners and together he helps them make the right financial decisions for themselves and their families. Acting as each client’s key wealth advisor, Shawn’s integrated wealth planning approach helps his clients plan and realize their goals towards a more secure, fulfilling and balanced life. Shawn, his wife Mojgan and son Sam live in North Vancouver. Away from the office, Shawn enjoys golf, skiing and playing hockey.
Peggy Macrae, CFP®
Peggy joined Shawn Purcell’s practice in 2009 and shares his goal of delivering service excellence to their clients. She works closely with Shawn in all aspects of the client experience. Peggy is primarily responsible for creating financial plans and retirement projections, presentation, implementation and follow up. Peggy obtained her Certified Financial Planner designation in 2012 and has been working in the industry since 2005. Peggy, her husband Steve and children Aiden and Claire, live in Delta.
Tiana joined the Assante Wealth Management family in 2021 as assistant to Shawn Purcell and Peggy Macrae. Tiana graduated from the University of Victoria, Gustavson School of Business with a focus in finance in 2020. When she is not in the office, Tiana spends her time in the kitchen baking and making fresh pasta. Tiana is eager to grow her knowledge under the guidance of Shawn and Peggy.
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 leader for this course.
Dennis Kondratev , MBA, CFP, CLU®, TEP
Regional Wealth Planner
As a Regional Wealth Planner, Dennis Kondratev facilitates the delivery of wealth planning reports. Using a needs based approach, Dennis 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, Dennis delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Dennis became part of CI Assante Private Client in 2019. Prior to this he held the role of Specialist, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Dennis has an MBA from Smith School of Business, Queens University. In addition, he holds his Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations
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