Our Team

Since 2008, Paula has been providing clients with the recipe for financial health. A nurturer by nature, Paula has a distinct way of educating, guiding, and building a wealth plan for her clients without intimidation. Her approachable demeanor creates her unique success of enabling trust with everyone she meets. As far as credentials, Paula strives to stay current and demonstrate expertise in her field. She obtained her Mutual Fund License in Feb 2008, her Ontario Life Insurance & Segregated Fund License in Feb 2008 as well as her Branch Manager License in 2013. Paula believes in learning for life – she consistently takes courses on an annual basis to ensure her knowledge base represents the current needs of her clients at all times. Using budgeting and wealth strategies, Paula can take a client from the beginning stages of asset wealth to a complex portfolio of wealth management. With a primary focus on ‘real’ families that need to strengthen their financial plan from the primary child rearing years all the way to retirement, Paula can listen, plan and execute the right strategy to get you to achieve your goals every time.

Vicki began her financial career working with at several locations of Royal Trust, holding various positions in investments, lending and management.  From that experience, the transition to financial advising was natural and allowed the opportunity to develop more fulfilling, long-standing relationships with clients.  She is able to provide her clients with investment advice, portfolio management, tax planning, insurance and estate planning, and assist clients from their earning and wealth-accumulation days through to retirement and generational wealth transferring.

Vicki has achieved her Certified Financial Planner designation, securities and  insurance licenses and maintains her annual continuing education requirements. She is also qualified as a Branch Manager and recently celebrated 25 years with Assante Capital Management in Stoney Creek with her business partner, Patricia Philp.

Outside of the office, Vicki enjoys spending time with her family in the Stoney Creek area.  She is also an avid sports fan and will gladly talk hockey and baseball at any time.

Pat has more than 35 years of experience in the banking and financial services industries. This year marks the 25th year at Assante Financial Management Ltd. for both her and her business partner, Vicki MacNaught. 

Her philosophy is that financial freedom isn’t just about money. It is about finding what truly matters to her clients and then putting the resources into place to achieve the lifestyles they want. By integrating comprehensive financial planning and wealth management, she helps her clients grow, manage and protect their wealth. This also includes estate planning,  tax considerations, and generational wealth planning.  Pat is dedicated to building and maintaining one-on-one relationships with her clients. 

She is a Certified Financial Planner (CFP) as well as a Certified Executor Advisor (CEA) and has her Life Insurance qualifications.

Kaz is Assistant to the Advisors on our team. He brings several years of experience in business development, commercial lending, and personal financial services.

A lifelong Serial Entrepreneur, Kaz has a diverse background that spans Music, Teaching, Small Business Ownership, Residential Development, and Mortgage Brokering.

Kaz is an aspiring Financial Planner that works closely with our lead Advisors to ensure your financial goals are tended to as carefully as we would for our own families.