Gary Lyons

Senior Wealth Advisor

I am a Vancouver based Wealth Management Professional. My professional career spans almost thirty years and I have lived and worked in Canada, Asia, the United States and most recently, Bermuda. I have practiced law, worked in international trade, investment banking, and financial services. My wealth of experience and unique international perspective is invaluable to my clients.

I obtained my LL.B from the University of Alberta in 1984 and practiced law in Edmonton for five years. My first exposure to international business, and life abroad, was a three-year term as Vice President of a Canadian retailer while based in Taipei Taiwan. I moved into the financial services business in 1992 where I was managing director of an investment banking firm. I was involved in the financing and operations of several companies giving me an insight into the needs of my entrepreneurial clients.

In 1995 I joined Assante as one of its founding shareholders and moved to Bermuda to build the international platform for Assante. As Managing Director of Assante Asset Management Bermuda Limited I developed and managed Assante’s International Private Client Program. I was directly involved with many of Assante’s higher net worth clients and was brought in as the “international expert” for many clients and advisors. While in Bermuda I was founder and president of The Global Voyager Fund, Assante’s Bermuda based investment vehicle, and assisted in the development of Assante’s Private Client Program in Canada. I developed Assante’s strategic Alliance with Capital G Bank in Bermuda and returned to Canada in the summer of 2002 with my wife Penny and daughter Eden.

I have written numerous articles and have been a sought after speaker at international planning conferences including the International Association of Financial Planners conference in San Antonio, Texas, the largest conference of its kind in the world. I have also taught business law courses, and continuing legal education for the Law Society of Alberta.

I am proud of my involvement in charitable and service organizations. I have been a member of the board of directors of the Hong Kong Canada Business Association; The Canadian Society in Taipei Taiwan; The Vancouver Talmud Torah Society; and the Richmond Country Club. I take great pride in contributing to my community.

My Wealth Management practice focuses on the needs of high net worth families, both in Canada and internationally. The solution my Canadian clients enjoy is the United Financial Private Client program. It allows me to assist clients with all facets of their Wealth Management plan. First and foremost my goal is wealth preservation. From this platform I then help clients build wealth, plan for retirement, manage risk, optimize their tax strategies, and plan for succession.

My international clients enjoy the international solutions offered by Capital G investments in Bermuda.

My Wealth Management process is very disciplined and very much a team approach. My clients enjoy access to all of my team including a dedicated private client manager, tax and estate lawyers, accountants and CFA’s. I become the quarterback for all components of my client’s wealth plan and work closely with the client’s professional advisors to ensure that the plan is successfully implemented. The end result is a coordinated wealth plan that meets all of the client's needs now, and in the future.

Jane Shanks

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Jane Shanks works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support* that complements their wealth plans. Jane has a particular focus on estate and trust planning for business owners, professionals, and other affluent individuals and families. Jane has a Bachelor of Law Degree and a Bachelor of Arts Degree from the University of Windsor. She is a member of the Law Society of Upper Canada and The Society of Trust and Estate Practitioners. Since being called to the Bar in 1981, Jane has worked in private client and wealth management services, specializing in estate and trust planning and administration. Prior to joining United Financial, Jane was Vice-President, Prairie Region with a major trust company, where she managed the operation and delivery of Estate, Trust and Agency Services throughout the Prairie provinces. Jane has been a seminar instructor in Wills and Estates at the Law Society of Upper Canada Bar Admission 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 United Financial, a division of CI Private Counsel LP.
bradley charlton

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.