Client Service Administrator
As a Client Service Administrator, Ivete aims to build trusted relationships with clients as well as provide administrative support in all areas. She has been with the Abbotsford Assante Branch since June 2012 and comes to us with 10 years of experience in the financial industry. She completed the Investment Funds in Canada Licensing in 2017.
Deborah A. Goch, CPA, CA, TEP, CFP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Deborah Goch works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Deborah has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families.
Deborah joined Assante Private Client in 2014 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and financial planning consultant positions in the financial services industry. Deborah’s expertise includes tax, estate and trust planning, business succession planning, wealth transition strategies, risk management, international issues, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 20 years.
Deborah is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Mathematics from the University of Waterloo. She has obtained her Certified Financial Planner (CFP) and Registered Trust and Estate Practitioner (TEP) designations. In addition, Deborah is a member of the Chartered Professional Accountants of British Columbia (CPABC), the Canadian Tax Foundation and Society of Trust and Estate Practitioners (STEP). She 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.
Cheryl Norton CPA, CA, CFP
Regional Vice-President, Wealth Planning
As 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 17 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 Planner
As 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.
Damien holds a BBA (Finance Concentration) from Simon Fraser University. In addition, he holds his Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations.
My goal is to help you with your current and future Investment needs.
Planning is more than saving money for retirement – it’s about helping protect what means the most to you and achieving your short and long-term goals. The first step to achieving your financial goals is creating a financial strategy. I will help you with investments that are tailored to you, flexible enough to meet your changing needs and based on solid insurance and investment products.
Dealing with the complexities of your finances can be overwhelming and time consuming. My aim is to free up your time and manage your financial affairs, strategies and goals, be they saving for retirement, running your own business or building a fruitful legacy to leave to your loved ones. I work closely with my clients to understand their needs, drivers and goals and help them to create robust financial strategies to build a successful future.I am supported by a highly qualified, professional team of lawyers, tax accountants and financial analysts and, together, we will support you to make well-informed decisions about your finances, both now and in an ever-changing future.
Please don’t hesitate to contact me for a confidential consultation if you are looking for the best possible financial advice which is tailored perfectly to suit your needs, circumstances and lifestyle.
Insurance products and services are provided through Torrance Financial Services Inc.