Our Team

We will understand your complete financial picture.

Each member of our team is specialized in a specific area to provide you and your family with the most comprehensive service possible. We will be knowledgeable about your family’s financial situation and will liaise with your accountant, lawyer or mortgage professional when needed.

Meet The Southall Group

Laura Southall B.A.H., B.Ed, CFP, CLU

Senior Wealth Advisor

Laura has been an Assante advisor for the past eleven years and is passionate about empowering and educating Canadians around financial literacy.

Thomas Elliott B.A.

Financial Advisor

Thomas Elliott is a financial advisor with The Southall Group and has worked at Assante for the past five years. He oversees the operations of the business and is committed to helping clients discover their goals and developing a plan to achieve them.

Liam Gibson B.Comm.

Wealth Advisor

Liam is an associate advisor and specializes in retirement planning and investment choices. Liam started at Assante in 2018.

Heather Pardy

Executive Associate

Heather Pardy is our Executive Associate. She has been with Assante since 2010 and joined our Team in 2025.

Alice Southall

Summer Student

Alice Southall is a returning summer student with The Southall Group, now in her second year with the team.

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Advisor / Admin

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Supporting Team

Dan Stewart BA, FMA, CFP

Regional Wealth Planner

Dan is our regional wealth planner and he facilitates the delivery of financial plans. Dan has worked at Assante since 2015, but has been in the industry for more than twenty years.

John Christiansen CPA, CA

Regional Vice-President, Wealth Planning

John works closely with our high net worth clients to provide complex, tactical strategies and support around wealth planning.

Laura has been instrumental in helping us work through our investment and retirement planning.Her knowledge and professionalism and her patience answering ALL of our questions has been very reassuring.I love attending her information sessions and have learned so much.We have recommended Laura to countless friends and family members and will continue to do so in the future.

Laura, with her excellent wisdom and advice, changed the direction of my life as a solo, self-employed parent. She not only has a deep understanding of economics and investments, she is savvy and well-informed when it comes to real world issues facing women In business. Laura makes herself available on every level to her clients as she works to understand and consider the whole picture of a person’s current realities and future dreams. At 55 years old I attribute my safety and financial security to Laura’s wisdom, advice, and consistent unparalleled care.

I arrived at Laura’s office with much fear and anguish about my financial future. I thought I was going to have to work forever. Laura was so dedicated to me; sometimes I asked her the same question multiple times and she would reply to me in different ways until everything was clear. I never left the meeting with a doubt. I followed all her suggestions, and my portfolio grew in a way that I would have never been able to do alone. Now it is realistic for me to plan for retirement. Whatever plan I have, I run it through her, it simply makes me feel safe and it works in my best interest. I can’t thank Laura enough.

I met Laura Southall back in December 2014 and I am very fortunate to have had her as my financial advisor for the past 7 years. From the very beginning, my financial portfolio has been in excellent hands under her watchful eye. Laura makes herself available to respond to all of my questions and is proactive in bringing matters to my attention for discussion. We meet as often as needed, generally once or twice a year to review my portfolio and discuss adjustments that could be made. With Laura managing my portfolio, I have peace of mind and the confidence in my financial prosperity now and in the future.

Laura and her team make learning about finances, enjoyable and easy. Laura’s webinars are straightforward, extremely informative, and life-changing. She is quick to answer emailed questions and is always available to meet with us when we need to discuss our financial matters in more detail. We have and will continue to recommend Laura as “an amazing financial advisor”. Thank you Laura and team for changing our financial lives for the better.