ASSANTE PLAN FIRST TEAM EDMONTON

 

A FOUNDATION IN FAMILY

 

Early Beginnings

Patriarch, Randy Liedtke, founded the Plan First Team after years of experience as a highly-skilled financial advisor. Supported by a growing team, his strength for simplifying the process of wealth and risk management for his clients repeatedly earned him the role of Chairman’s Council, a distinguished group of Assante's top advisors.
 

Next Generation

In 2015, Bryce Liedtke, Randy’s son, joined the Plan First Team. His expertise in customer experience and ability to deal with the complexities of high net worth individuals elevated the services of the Plan First Team.

Our Future

The deep roots of our company have helped build our guiding values. Like wealth planning, the success of any plan is only as strong as its foundation. The Plan First Team is proud to use effective, long-term tools to build strong financial road maps for our clients.

OUR CALLING

Using state of the art tools, we want to communicate simply and empower every client to make informed financial decisions, while entrusting us with the management of their entire financial life.

OUR CONCEPTION

We work to allow clients to see the value in having a plan to achieve their financial goals. We provide plans that are customized to meet each unique client situation. We place great importance on relationships.

* 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 companies CI Investments Inc. and Assante Private Client, a division of CI Private Counsel LP.

RANDY LIEDTKE,

Senior Wealth Advisor, The Plan First Team of Assante Financial Management Ltd.

“Financial planning is more than just numbers. To me, it’s the people and dreams behind the figures that matter the most.”

Randy began practicing wealth management in 2001 after recognizing an industry need for simplifying the process.

Every day, clients come to Randy with wealth goals, and he has the pleasure of helping them reach those goals. His approach comes from a place of passion to lead, advise, coach, and enable each client to confidently understand their finances.

Randy is best known for having a gift for simplifying the complexities around wealth management. He prides himself on giving every client peace of mind when it comes to questions surrounding their wealth. Through his discovery process and an empathetic ear, Randy enjoys learning about each client’s unique goals while forming a strong client-advisor relationship that will last for years to come.

Randy’s personal philosophy is “sitting at the same side of the table.” This rings true for his approach to every client relationship at The Plan First Team.

 

BRYCE LIEDTKE,

Wealth Advisor, The Plan First Team of Assante Financial Management Ltd.

“I like to focus my time with clients on what matters most to them — that’s the big life decisions that will affect their finances. Let’s build a financial road map together to make those big life decisions as easy as possible.”

Being Randy’s son, Bryce has had the fortune of growing up learning from a seasoned wealth management advisor. While he didn’t immediately jump into the family business, Bryce’s passion for building exceptional client experiences is something that’s been with him in every career path he’s explored. Since joining The Plan First Team, Bryce has dedicated himself to each and every client with that same passion for customer service excellence, ensuring that he is always achieving the highest level of client satisfaction possible.

An exceptional team player, Bryce thrives in the collaborative environment at The Plan First Team. He enjoys the unique approach that the group takes to wealth management, and is especially proud to be able to offer clients readily available experts in every field of the industry.

Bryce is excited by the limitless possibilities that lie ahead for their office and its client-base. He believes in always performing to the absolute best of his abilities for The Plan First Team’s clients.

MATT KASSIAN,

Associate Financial Advisor, The Plan First Team of Assante Financial Management Ltd.

“We are fortunate to have access to a broad range of professionals to support us in assisting our clients with wealth management. If there is a complex situation, I have an entire team behind me.”

Matt joined in the fall of 2016. He is a passionate team player who enjoys working with and helping people — this led him to a career in wealth management.

Matt strives to build trusting relationships with clients, and takes care to ensure that clients feel encouraged and comfortable knowing that The Plan First Team will help them make smart choices with their finances. It’s Matt’s focus to always find a solution to help a client reach their goals and ensure their financial future is looked after.

Matt approaches every relationship with a smile, a handshake, and a positive attitude. It’s only fitting that his personal motto is to live a worthy life; to lead, encourage, and teach others to do the same.

DIANA LANE,

Executive Assistant, The Plan First Team of Assante Financial Management Ltd.

“The client experience is one of the most important parts of what I do. I am proud to bring a high level of service to everyone who I interact with.”

After a growing interest with financial security and wealth management, Diana became a part of the team in the fall of 2013. Diana provides client service and advisor support for The Plan First Team. She enjoys interacting with the team’s broad range of clients, and feels especially lucky that she gets to watch them achieve financial freedom.

Over the course of her time with The Plan First Team, Diana has built her expertise in the administrative duties relating to mutual funds, segregated funds, and insurance. When clients come to us with questions, she is always there to convey the answers and provide the support that they need. When clients meet Diana at the office, she is always there to welcome them, ensuring that they are relaxed and comfortable.

Diana lives by the motto; treat others as you would like to be treated. No words ring more true to the atmosphere Diana helps create for The Plan First Team clients.

VANITO POBRAN,

Regional Vice-President, Wealth Planning, Assante Private Client, a division of CI Private Counsel LP.

“I love working with people, especially working with a wide variety clients that have differing needs. I’m honoured to know that I can help make a difference in their lives.”

As Regional Vice-President, Wealth Planning, Vanito Pobran works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Vanito has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.

Vanito joined Assante Private Client in 2015 after holding a tax manager position in the Calgary office of KPMG LLP. At KPMG, he worked in their tax group providing tax compliance and planning solutions to individuals and owner-managed businesses. Prior to this he was a Senior Accountant, Assurance and Business Advisory at Grant Thornton LLP in their Independent Business Group. Vanito has delivered his services across numerous sectors including manufacturing and processing, aviation, engineering, hospitality, real estate and construction.

Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan. He is a member of the Chartered Professional Accountants of Alberta, the Canadian Tax Foundation and has completed the CICA In-Depth Tax Course.

LISA FRIESEN,

Regional Wealth Planner, Assante Private Client, a division of CI Private Counsel LP.

As a Regional Wealth Planner, Lisa Friesen facilitates the delivery of wealth planning reports. Using a needs-based approach, Lisa 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, Lisa delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Lisa became part of Assante Private Client in 1996. Her experience in wealth planning and financial services spans over 20 years. Before joining us, she held a position at BMO Nesbitt Burns.

Lisa has a Bachelor of Arts degree from the University of Manitoba.