Our Team
We are a leading wealth planning organization in Winnipeg with over 90 years of combined experience. Together, we help prepare and guide individuals and business owners through critical transitions in their lives. It is our belief that there is no room for “Generalists” in the marketplace anymore due the continued complexity of creating and maintaining one’s wealth. Therefore, we work closely with you and your other advisors to provide a continuous bridge between personal and business goals.
Darren Cale
B.Comm(Hons), BA, CFP®, CIM®, FMA
SENIOR FINANCIAL PLANNING ADVISOR, VICE PRESIDENT
As a Senior Financial Planning Advisor with Assante Capital Management Ltd., Darren has been providing clients with precise investment direction and recommendations for over 25 years. His team ensures that clients’ portfolios match their financial, tax and estate planning objectives through proven asset-allocation and diversification strategies. The continuous updating and maintenance of a client’s wealth plan ensures that all investment portfolios integrate effectively, meeting all objectives identified on an ongoing basis.
Darren is a graduate of the University of Manitoba, with both a Bachelor Arts degree in Economics and a Bachelor of Commerce (Hons) degree in Finance. He believes that education is a life-long endeavor and maintains his Canadian Investment Manager (CIM) designation with the Canadian Securities Institute and the Certified Financial Planner (CFP) designation with FP Canada.
Scott Cale
CFP®, CIM®
SENIOR FINANCIAL PLANNING ADVISOR
As a Senior Financial Planning Advisor with Assante Capital Management Ltd., Scott brings more than 35 years of wealth management experience to our team. With a specialization in Retirement Income Planning and Financial Planning for business owners, he has a unique hands-on approach that ensures that his clients have a comprehensive understanding of how their specific transitional goals are integrated into their individual financial plan. Scott works closely with the investment team and provide an effective bridge from one’s personal plan to their retirement plan.
Mark Lomow
SENIOR FINANCIAL PLANNING ADVISOR
Mark specializes in working with business owners and professionals on their risk planning, business succession strategies and estate planning, with a strong focus on stability and tax-efficiency. Marks collaborative “hands on” approach ensures piece of mind as he develops strategies that help our clients build and access wealth within their business and investments in the most tax-efficient way possible.
Megan Clinton
B.Comm
ADMINISTRATIVE ASSISTANT
Megan graduated from Toronto Metropolitan University with a Bachelor of Commerce degree. Born and raised in Kenora, Ont., she moved to Winnipeg in 2014, starting with Assante that same year and joining the Cale Group in 2015. Megan handles all administrative duties for the practice, including maintaining client files and processing. Friendly, personable, and well organized, Megan is available to assist clients with their day-to-day needs with an acute attention to detail. She has completed the Canadian Securities Course, Conduct and Practices Handbook Course, and Wealth Planning Essentials Course, making her an IIROC-licensed assistant.
In her free time, Megan enjoys getting outdoors around her St. Boniface neighbourhood with her husband, Jared, and yellow lab, Millie.
Get In Touch
Our team works with individuals, professionals and business owners providing innovative and trusted tax-advantaged solutions to help create and preserve wealth. Contact us to find out more information.