"PROVIDING A FIRST-CLASS PERSONAL SERVICE
...to our clients is paramount to success. We continue building our team of skilled professionals to service our clients with industry leading qualifications."
-Suzanne Najim
SUZANNE NAJIM, BA, FMA, CIM®,FCSI®
ASSOCIATE PORTFOLIO MANAGER & SENIOR FINANCIAL ADVISOR
Suzanne delivers the full wealth management package including retirement planning, tax planning, business planning, risk management and estate planning. Helping clients retire comfortable is her top priority. She adheres to the teams’ core principles of ensuring that our clients get top notch guidance, service and advice.
After graduating from Carleton University with her BA High Honors in Law, Suzanne entered the investment industry. In 1998, she joined Assante Capital Management Ltd. Suzanne has achieved numerous industry designations including her CIM and FMA.
ANDREW SIMBOLI, CFA®, CIM®, BBA
ASSOCIATE PORTFOLIO MANAGER & FINANCIAL ADVISOR
As an Associate Portfolio Manager & Financial Advisor with Assante Capital Management Ltd, Andrew is able to provide sound financial advice and guidance. He adheres to our teams’ core principles of top notch service and value. As a key member of our team, Andrew provides investment consultations, market research and portfolio analytics which help to deliver a complete wealth framework.
After completing his BBA from Bishop’s University with a concentration on Finance, he returned to his hometown of Ottawa and joined Assante in 2008. Andrew has completed both his CIM and CFA designations.
STEPHEN ROY, CFA®
INVESTMENT SERVICE ASSOCIATE
As an Investment Services Associate, Stephen is CFA charter holder who provides detailed investment research of global markets and analysis of companies, and processes equity transactions. With 10 years experience he prepares research and analysis to support client and team planning and decision making.
After graduating from Concordia University with a major in Finance, Stephen joined the banking industry at TD, and joined Assante Capital Management Ltd in 2015.
MATTHEW BELIVEAU
SERVICE ASSOCIATE
A native of Ottawa, Matthew studied History & Politics at Ottawa University. In 2018 Matthew joined us in an administrative capacity where his eye for detail and time management skills were put to use. Currently, Matthew assists our team in the preparations of performance/tax analysis, portfolio re-balancing and client presentations.
Having now completed his Canadian Securities Course Matthew continues to work toward becoming a registered representative with Assante Capital Management Ltd.
STEPHEN WHITE
SERVICE ASSOCIATE
As a Service Associate, Stephen supports the team with investment and portfolio reviews. A valued member of our team, Stephen has completed his Business Management diploma, the Canadian Securities Course (CSC), and holds both the Chartered Investment Manager (CIM®) designation and the Certified Financial Planner® (CFP®) certification.
NADIA FAVA
SENIOR ADMINISTRATOR
As head of administration, Nadia is responsible for providing administrative support and clerical services to ensure effective and efficient execution of operations. As a graduate from Algonquin College with a diploma in Business Administration with a major in Finance, her contribution to our team has been invaluable. She joined the team in 2006 and now oversees the entire administration process.
HAILY NEVILLE
CLIENT SERVICES ADMINISTRATOR
As a Customer Service Administrator, Haily's role is to assist in fulfilling administrative duties and branch tasks. She is the newest member with previous experience in business and banking. Haily studied at Thompson Rivers University in Business Administration and uses that knowledge to be an effective team member at Assante Capital Management Ltd.
GABRIELLE (GABY) CAIRD
ADMINISTRATIVE ASSISTANT
As an Administrative Assistant, Gaby supports administrative operations and branch tasks with exceptional organizational skills. Bilingual in French and English, she brings a dynamic and versatile approach to her role, ensuring smooth coordination and efficiency. A graduate of Queen's University, Gaby is committed to contributing to the team's success through her attention to detail and proactive support.
