Meet The Team
My financial services career, experiences in the sport of triathlon, family life and community involvement have had a powerful influence over the design and content of our programs and planning processes. ALL these experiences provide powerful metaphors and new understandings that we can apply to the wealth planning we provide our clients"
Shaun was raised in Regina and attended the University of Regina where he graduated with a degree in Business Administration in 1986 (majoring in Finance & Marketing).
Shaun then spent six years with a major Canadian Trust Company as a Senior Account Executive before he established his financial planning practice.
Through consistent effort and a reputation for outstanding service, he has built a solid practice and has expanded his business through dynamic client education events, comprehensive investment and retirement income planning and referrals from satisfied clients.
With an array of professional contacts, specializing in detailed areas of wealth planning, his objective is to simplify his clients’ lives and to assist them in meeting their financial goals.
In addition to his personal practice, Shaun is a partner in the Assante on Taylor Branch in Winnipeg.
For clients concerned about comprehensive Retirement Income Planning, Shaun and his team have developed the GAP ANALYSIS DISCOVERY process.
What began as a work experience program through the Université de Saint-Boniface in 1996 (Business Administration Diploma) has transformed into a long-time career working along Shaun in his practice. As an integral piece of the practice, Mylene has obtained the Certified Financial Planner (CFP) designation and the Canadian Securities (CSC) designation.
She loves to assist clients with their wealth planning needs whether it be building their retirement income plan or helping them understand specific investment strategies.
Outside of her business aspirations, Mylene enjoys spending time with her husband, their son and their three chocolate labs. A lover of the outdoors, she can often be found enjoying her country yard or at a remote campground near the water.
Avery is a student at the Asper School of Business at the University of Manitoba. He provides support in video creation and editing. In addition to his studies, Avery has been a repeated invited summer intern for CI Investment Inc.
Rosa is the newest member of our team. She assists in the day-to-day administration on client files.
In her free time she enjoys exploring the many things Manitoba has to offer with her husband James and daughter Lily.
Seth Nerman, LLB,CFP
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, and other affluent individuals and families.
Jen' s core responsibility is preparing client paperwork, statements and follow up from client meetings.
One would be hard-pressed to find someone as detail-orientated as Jen.
In her role, she assists in the production and tracking of many types of documents for clients, including opening new accounts, transferring money between accounts, completing address changes and processing client deposits.