Shannon Briske

Senior Financial Advisor

Shannon Briske has over 20 years experience as a Certified Financial Planner professional and is a member of Assante Wealth Management's Chairman's Council Elite 2020, top 25 advisors in Canada.  He is a Graduate of the University of Saskatchewan, with a Bachelor of Commerce degree (honours in Finance).  Shannon grew up on the farm in Jansen, Sk, before moving on to play with the Portland Winterhawks in the Western Hockey League (WHL), and the U of S Huskies Hockey Team.  He and his wife, Jill, have three children.  Shannon loves hockey, golf and spending time at the lake with his family.

Byron Briske, CFP

Senior Financial Planning Advisor

Along with Shannon, Byron Briske is also a member of Assante's Chairman's Council Elite 2020 and has over 15 years experience as a Financial Advisor.  Byron has a Bachelor of Commerce degree in Finance from the University of Saskatchewan and also holds the Certified Financial Planner designation.  Byron spent his younger years growing up in Jansen, Sk before moving to pursue a career in hockey.  During his 4 years in the WHL, he was drafted by the Anaheim Mighty Ducks.  After 3 years with the Ducks, he ended his career with the Montreal Canadiens organization.  He now enjoys water sports in the summer and heading to the mountains in the winter with his wife Danielle and daughters Bryelle & Bella-Rose.

 

 

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. 

 

Seth Nerman, LL.B, CFP

Regional Vice-President, Wealth Planning

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

Seth  joined  CI  Assante  Private  Client  in  2015  as  a  Wealth  Planning  Consulting  before  transitioning  into  his  current  role  of  Regional  Vice-President,  Wealth  Planning  in  2017.  Prior  to  joining  Assante  Private  Client,  Seth  worked  at  Pitblado  Law  in  the  tax  and  estate  planning department. At Pitblado, Seth assisted both individual and institutional clients with tax and estate planning services, including preparing wills and powers of attorneys, corporate reorganizations, business  succession  planning  and  buying/selling  businesses.    Seth  also  has  experience  advising  clients  on  matters  involving  tax  compliance, dispute resolution, owner-manager remuneration and charitable giving.  

Seth  is  a  lawyer  and  holds  a  Bachelor  of  Laws  (LLB)  from  the  University  of  Manitoba.  He  is  also  a  member  of  the  Law  Society  of  Manitoba,  Canadian  Tax  Foundation,  Manitoba  Bar  Association  and Canadian Bar Association. He also holds his Certified Financial Planner® (CFP®) designation. In addition, Seth has completed the Canadian Bar Association Tax Law for Lawyers course and the CPA In-Depth Tax Issues for the Owner-Managed Business course. 

 

 

Betsy Nolin, B.A., CFP®

Regional Wealth Planner

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.

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