Charlynn Little

Financial Advisor

Charlynn graduated from Keewatin Community College with Honors in Computerized Business in 2000.  Since then, she has worked for a major Chartered Bank specializing in structuring investments and lending products to meet her client’s goals.  Charlynn is currently working towards obtaining her Personal Financial Planner program, which will provide her with the knowledge, skills and attributes to evaluate and manage various wealth forms that are integral to financial planning.  Charlynn has lived in Thompson since 1987, she is married to Buddy Little and they have a 5 year old daughter, Rylee.

Kevin White, CFP®

Financial Planner

Kevin started in the financial planning and benefits consulting  field in 1992.  He majored in Economics at University of Manitoba and has attained his Certified Financial Planner designation (CFP).

Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives.  Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service.  “I like to think of myself as a quarterback.  As a financial planner, I am able to take your goals and aspirations, quantify them into financial terms and then direct from that point of view.  I interface with your lawyer, your tax accountant and your banker and the end result is a comprehensive financial plan.”

Kevin is married to Megan and has two young children, Ava & Levi. 

Dwayne Portey, CFP®, CIM®

Financial Planning Advisor

Dwayne began his career in the financial services industry in 2000.  After graduating from the University of Manitoba, he started working at a Canadian Chartered Bank, obtaining his Mutual Fund license, and gaining valuable experience in both credit and investment products.  In 2003, Dwayne added insurance products to his repertoire as he moved on to work with a major Canadian Life Insurance Company. In 2010, Dwayne obtained his Certified Financial Planner®  designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Risk Management and Estate Planning, as well as Income Tax Planning.

Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer for youth athletics and community projects.

Fred Palmer, CPCA

Financial Advisor

Fred has been in the field of employee benefits and financial services for almost 30 years.  Fred has delivered integrated wealth management solutions to help families achieve their financial and lifestyle goals.  One of his primary objectives is to simplify and enhance their lives by delivering customized financial advice to his clients.    As a financial advisor, he coordinates and manages their evolving needs, drawing on the expertise of a team of specialists.

Within the community, he has held leadership roles with the Chamber of Commerce , Rotary, Thompson Wildlife Association and the Spiritway Norseman Aircraft Project.

Kathy Valentino, CH.F.C.®, CHS, CLU®

Insurance Advisor, Administrative Associate

Kathy is an Insurance Advisor with Assante Estate and Insurance Services Inc. and provides financial, tax planning and estate advice to her clients. Kathy has recommended strategies to her clients that reduce may their tax liability by keeping abreast of changes to the Federal budget and the Income Tax Act.  During her 20 years in the industry, she has obtained Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Health Insurance Specialist (CHS) designations.  Kathy was born and raised in Thompson and has three boys, Justin, Jordan and Jamie.  Kathy is an active participant in the community in activities such as minor athletics, the City of Thompson and the Advent Lutheran Church.

Thomas Holmes, B.Comm., CPA, CA

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Thomas Holmes works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Thomas has a particular focus on tax and financial planning strategies for business owners, farmers, professionals and other affluent individuals and families. Thomas joined Assante Private Client in 2015 after holding a senior tax manager position in the Winnipeg office of BDO Canada LLP. At BDO, 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 Advisory at Deloitte and Touche, LLP in their Private Company Services group. Thomas has delivered his services across numerous sectors including agriculture, manufacturing, retail, hospitality, construction and real estate. His overall professional experience in wealth planning exceeds 9 years. Thomas is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Manitoba. He is a member of the Chartered Professional Accountants of Manitoba, the Canadian Tax Foundation, Estate Planning Council of Winnipeg and Mentor for Futurpreneur of Canada. He has completed the CICA In-Depth Tax Course and has acted as a group leader for this course. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

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.

Bradley Charlton CLU, ChFC, CHS

Regional Vice-President, Estate Planning

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.

James Sturdy

Vice-President

As Vice-President at CI Investments, James is a strategic, multidisciplinary, and entrepreneurial thinker who has 18 years of experience in the financial services industry, 15 of those with CI. He manages territories from southern Alberta, Saskatchewan and Manitoba and has logged over 10,000 hours meeting with financial advisors, money managers and CI product designers. James’ deep understanding of financial products puts him in a unique consultative position to assist us in better meeting our clients’ needs. He began his career working at an independent financial planning office developing investment portfolios for a wide range of individual and corporate clients. James holds the Certified Coach Practitioner designation. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

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