OUR TEAM

As a Regional Vice-President, Wealth Planning, Eric Sochasky works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.

Eric joined CI Assante Private Client in 2022 after working in public practice as a senior tax manager at BDO. In his previous role, Eric primarily focused on tax compliance and advisory services to owner-managed companies and their high-net-worth shareholders. This included research and implementation of strategies related to tax minimization and deferral, asset protection, corporate restructuring, business succession and estate planning. Eric has delivered his services across numerous sectors including farming, construction, real estate, professional and manufacturing, to name a few. His overall professional experience of servicing clients in wealth planning matters spans over 15 years.

Eric is a Chartered Professional Accountant (CPA, CA) who has completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program. In addition, he holds the Trust and Estate Practitioner (TEP) designation.

As a Regional Vice-President, Estate Planning Bradley Charlton is well-positioned to deal with the technical aspects of our clients; more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients. Brad joined Assante Estate and Insurance Services Inc. in 2007. His career in the financial services industry spans 26 years with roles of increasing responsibility with major insurance companies throughout Western Canada, initially in Winnipeg and more recently in Calgary. He has spoken at many educational events, is a member of the Conference for Advanced Life Underwriters (CALU), and a member of the Estate Planning Council of Calgary. Brad is based in Calgary and services Western Canada and Yukon. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.

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. 

As a Regional Wealth Planner, Betsy Nolin facilitates the delivery of wealth planning reports. Using a needs-based approach, Betsy works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals in order to build plans that meet their complex needs. Working with the support of the wealth planning team, Betsy delivers plans that address retirement planning, cash flow management, risk management, business planning and estate planning.
Betsy became part of CI Assante Private Client in 1992. Her experience in wealth planning and financial services spans over 25 years. First, she was a member of our team in Saskatoon and in 1997 she transferred to Winnipeg, becoming a Private Client Manager in 2001; and subsequently a Regional Wealth Planner in 2009.
Betsy has a Bachelor of Arts degree in Economics from the University of Saskatchewan. In addition, she holds her Certified Financial Planner® (CFP®) designation.