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.
Associate Advisor

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

Mae Finlay
Administrative Assistant

Mae Finlay is our administrative assistant. She is responsible for booking all client meetings and can help you find the answer to any question you have.

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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.

Together, let’s make a plan to make your goals a reality.