Your Wealth Advisory Team
Like many firms, we offer a full range of financial planning services and solutions including investments, tax planning, retirement planning, will & estate planning and insurance coverage. Our ability to combine and leverage all of the individual pieces into a Complete Wealth Management plan is what makes a difference to you.
Brad Willems, CFP ®
Vice President, Senior Wealth Advisor
- Over 30 years of wealth management experience
- Deep understanding and passion for philanthropy
- Empowered by the concept of team
Steve Willems, CFP ®, BA
- Certified Financial Planner ®
- Unique ability to simplify complex issues
- Practice focus on generational wealth challenges
Sean Rosas, CFA ®, MBA
- Chartered Financial Analyst®
- Significant experience in family office environments
- Held senior capital markets and trading roles in Toronto, New York and London
Chris Meehan, CFP ®, MBA, BBA
- MBA with focus in finance
- Entrepreneur and business owner
- Values integrity and working towards peace of mind
Client Service Lead
- 26 years of industry experience
- Highly involved in ongoing client engagement
- Enjoys developing long-term relationships
Client Service Associate
- Over 20 years of industry experience
- Well-versed in all areas of administrative support
- Enjoys collaborative nature of her work
Client Service Associate
- 10 years of industry experience
- Carries strong entrepreneurial DNA
- Most recent addition to the team
Meet our Wealth Planning Professionals
Our team has access to the expertise of the Assante Wealth Planning Group*, comprised of accountants, lawyers and financial planners who have specialized knowledge and extensive experience in tax, estate, succession and financial planning for individuals, families and corporations in Canada. Drawing on the experience of this group we formulate a plan that is personalized to your unique situation.
*The Wealth Planning Group professionals work out of Assante Private Client, a division of CI Private Counsel LP. a wholly-owned subsidiary of CI Financial Corp. ("CI"). Assante is an indirect, wholly-owned subsidiary of CI Financial Corp. ("CI"). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.
Cheryl Norton, CPA, CA, CFP ®
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 Assante Private Client in 2018 after delivering tax planning services primarily in two multinational 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 18 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.
- Damien Burleigh, BBA, CFP ®, CLU
Regional Wealth PlannerAs a Regional Wealth Planner, Damien Burleigh facilitates the delivery of wealth planning reports. Using a needs based approach, Damien 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, Damien delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
- Damien became part of Assante Private Client in 2018. His experience in wealth planning and asset management spans over 15 years. It involves a number of roles at Coast Capital Savings including an advisory role as an Investment Funds and Insurance Specialist. Damien also spent time at Standard Life investments as an Inside Sales Consultant, where he honed his knowledge of investment products. Most recently, Damien spent the last 8 years as Director, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Assante Wealth Management is trusted by individuals and families who desire truly integrated wealth planning. Each day, Assante advisors across Canada help more than 300,000 clients create and preserve wealth for themselves and their families. Since 1995, our broad expertise and unwavering commitment have made us one of the largest Canadian professional services firms in wealth management. Supporting over 900 advisors who oversee $46 billion in assets for our clients, we are leaders in creating wealth and prosperity through a comprehensive planning process that incorporates all aspects of our clients financial lives.
Assante is a subsidiary of CI Financial (TSX: CIX), a leading investment company with approximately $189 billion in total assets as of August 31, 2020.
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