As Regional Vice-President, Wealth Planning, Seth works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Seth has a particular focus on tax and estate planning for business owners, professionals, and other affluent individuals and families.
Seth joined Assante Private Client in 2015 as a Wealth Planning Consulting before transitioning into his current role of Regional Vice-President, Wealth Planning in 2017. Prior to joining Assante Private Client, Seth worked at Pitblado Law in the tax and estate planning department. At Pitblado, Seth assisted both individual and institutional clients with tax and estate planning services, including preparing wills and powers of attorneys, corporate reorganizations, business succession planning and buying/selling businesses. Seth also has experience advising clients on matters involving tax compliance, dispute resolution, owner-manager remuneration and charitable giving.
Seth is a lawyer and holds a Bachelor of Laws (LL.B.) from the University of Manitoba. He is also a member of the Law Society of Manitoba, Canadian Tax Foundation, Manitoba Bar Association, Canadian Bar Association and sits on the steering committee for the Young Tax Practitioners of Manitoba. In addition, Seth has completed the Canadian Bar Association Tax Law for Lawyers course and the CPA In-Depth Tax Issues for the Owner-Managed Business course.