Private Client
The Private Client team works with some of our high net worth clients. They work with David and the client to identify lifestyle and estate objectives, and to understand their goals and objectives. In some situations insurance, estate and even the client's accountants and/or lawyers are included as well. They work closely with the wealth planning group to create comprehensive solutions and they develop a wealth and investment plans. The team works together with the client to ensure they stay on track, through regular reviews.
Betsy Nolin - Regional Wealth Planner
Working for more than 15 years at Assante and its related companies, Betsy Nolin has the most company experience of all our Private Client Managers. In 1992, she joined Loring Ward Investment Counsel (now United Financial Corporation) in Saskatoon. She relocated to Winnipeg in 1997 to work as a Private Client Representative, assisting in the servicing of high net worth clients. In 2001, she began servicing her own group of high net worth clients when she became a Private Client Manager. Betsy has a Bachelor of Arts with an economics major from the University of Saskatchewan and has completed the Canadian Institute of Financial Planning Program.
Leanne Meier - Investment Counsellor Western Canada
Leanne joined United FInancial in August 2005, she has over 12 years of experience in the financial services industry. She has extensive experience working with high het worth clients in both financial and investment management roles.
Leanne holds an MBA from the University of British Columbia, and a Bachelor of Science degree from the University of Winnipeg. She obtained the Chartered Financial Analyst (CFA) designation in 2003. She has also completed the Canadian Securities Course.