Our Team
Kevin White, CFP®
Kevin started in the financial planning and benefits consulting field in 1992. He majored in Economics at University of Manitoba and has attained his Certified Financial Planner designation (CFP).
Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives. Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. “I like to think of myself as a quarterback. As a financial planner, I am able to take your goals and aspirations, quantify them into financial terms and then direct from that point of view. I interface with your lawyer, your tax accountant and your banker and the end result is a comprehensive financial plan.”
Kevin is married to Megan and has two young children, Ava & Levi. If you would like to learn more about Kevin’s credentials and what he can do to help you achieve your goals, or if you have any questions about financial planning, please call 204-778-1675 or email kwhite@assante.com
Thomas Holmes CPA, CA, CIM, CFP®
Thomas started his career working towards his CA designation in 2006. After receiving his designation in 2009, he transitioned into a full-time tax planning role where he worked closely with owner-managers and professionals on their tax and estate planning needs.
Thomas joined the financial services industry in 2015 as a tax and estate planning specialist with Assante Private Client*, a group of highly skilled professionals. While at Assante Private Client Thomas received his CFP designation (CFP). After spending more than two years with Assante Private Client, it was clear to Thomas the enormous value that clients see in the integrated wealth planning Assante offered.
The desire to continue to offer clients this wholistic planning made his decision to join Kevin White’s practice as a Partner in October 2017 an easy one.
Thomas is married to Lisa and has two young children, Evelyn and Jack.
If you would like to learn more about Thomas’ credentials and how he can help you achieve your goals, please call 204-228-5251 or email Thomas.holmes@assante.com.CPA
Dylan Hykawy CPA, CFP®
Dylan began his career as an accountant in 2018 after graduating from the University of Manitoba with a Bachelor of Commerce Honours degree. While working as an accountant, Dylan received his Chartered Professional Accountant (CPA) designation in 2020, and Certified Financial Planner (CFP) designation in 2022.
Shortly after receiving his CFP designation, Dylan joined the financial services industry with White & Holmes Financial Group in May 2022. Having primarily focused on personal and corporate tax and tax planning in his role as an accountant, Dylan made an immediate impact on the value we’re able to provide to our clients. He works closely with clients to build tailored financial projections, creating summaries that are comprehensive and easy to digest.
Dylan married Sherise in August 2022.
If you would like to learn more about Dylan’s credentials and how he can help you achieve your goals, please call 204-939-0164 or email dhykawy@assante.com
Tanis Norrie CFP®
Tanis entered the financial industry in 1994 after graduating from Business Accountancy with honors. While progressing through roles within the banking industry she continued her education, completing programs such as her Mutual Funds licensing and ultimately the Certified Financial Planner designation in 2002. Tanis has combined this education with over 13 years working in Manitoba’s Credit Unions and major Canadian banks to establish a strong knowledge base which will now be leveraged as a Financial Planning Advisor with Assante Capital Management Ltd.
The Certified Financial Planner® designation requires the successful completion of a rigorous examination that covers the financial planning process, income tax planning, retirement planning, estate planning, investment planning, family law, risk management, general principles including the Code of Ethics, and small business applications in financial planning.
Charlynn Little
Charlynn graduated from Keewatin Community College with Honors in Computerized Business in 2000. Since then, she has worked for a major Chartered Bank specializing in structuring investments and lending products to meet her client’s goals. Charlynn is currently working towards obtaining her Personal Financial Planner designation, which will provide her with the knowledge, skills and attributes to evaluate and manage various wealth forms that are integral to financial planning. Charlynn has lived in Thompson since 1987, she is married to Buddy Little and they have a daughter, Rylee.
Jenina Sancho
Jenina joined the White and Holmes Financial Group in 2020 and has been a key part of our administrative team since then.
Jenina has a love for art, fashion and music, and enjoys singing in her church choir on weekends.
Brian Anderson CPA, CA
Brian joined White and Holmes Financial Group in June 2020 after a successful 43 year career in public practice. After obtaining his CA designation in 1980, Brian spent the next 40 years providing his clients with advice on all aspects of tax and estate planning.
Brian’s focus was advising high net worth individuals and private business owners on a variety of taxation issues, including corporate and personal tax minimization, restructuring transactions, purchase and sale of businesses, estate planning and overall wealth preservation.
For over 35 years, he instructed various tax courses for the Manitoba Institute of Chartered Accountants in addition to co-editing several articles on “personal Tax Planning” for the Canadian Tax Foundation for several years.
Brian’s experience working with families and their complex tax and estate planning needs makes him an ideal fit to work with our clients to provide them with comprehensive financial advice.
* Assante Private Client is a division of CI Private Counsel LP. which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client is a registered trademark of CI Investments Inc. used with permission.