About Us

Who we are

At Foundry Wealth Group, we provide thoughtful, personalized wealth management built on trust, clarity, and long-term partnership. Our team of experienced advisors works closely with individuals, families, and business owners to refine goals into reality. We deliver guidance that evolves as you do, helping you navigate complexity, preserve wealth, and plan confidently for the future.

Meet the Team

Our team is dedicated to providing thoughtful, personalized financial guidance. With a range of experience and specialties, we work together to help you navigate your financial journey with clarity and confidence.

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  • Financial Advisor

    Kevin was born and raised in Northern Manitoba and studied Economics at the University of Manitoba. He began his career in financial planning and benefits consulting in 1992 and went on to earn his Certified Financial Planner (CFP) designation.

    With more than three decades of experience, Kevin is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance his clients’ lives. He is known for his knowledge, integrity, and commitment to exceptional service. Kevin often describes his role as that of a quarterback—taking clients’ goals and aspirations, translating them into financial terms, and coordinating with their lawyers, tax advisors, and bankers to deliver a truly comprehensive plan.

    Kevin is married to Megan and together they have two young children, Ava and 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

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  • Financial Advisor

    Thomas, a lifelong Winnipegger, began his career in 2006, pursuing his Chartered Accountant (CA) designation, which he earned in 2009. He then transitioned into a full-time tax planning role, working closely with owner-managers and professionals on complex tax and estate planning needs.

    In 2015, Thomas joined the financial services industry as a Tax and Estate Planning Specialist with Assante Private Client*, a team of highly skilled professionals. During this time, he earned his Certified Financial Planner (CFP) designation and later his Chartered Investment Manager (CIM) designation—uniting tax, financial, and investment expertise under one integrated approach. Through this experience, he saw first-hand the enormous value clients place on truly integrated wealth planning.

    Motivated to continue delivering this holistic approach, Thomas joined Kevin White’s practice as a Partner in October 2017. Today, he brings deep tax, estate, and investment expertise to Foundry Wealth, helping clients design strategies that protect, grow, and transition their wealth with confidence.

    Outside of work, Thomas and his wife, Lisa, are proud parents to 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.

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  • Financial Advisor

    Seth was born and raised in Winnipeg and earned his law degree from the University of Manitoba in 2010. He began his career practicing law at Pitblado Law, where he specialized in tax and estate planning. During this time, he worked with both individual and corporate clients on wills, powers of attorney, corporate reorganizations, business succession, and the purchase and sale of businesses.

    In 2015, Seth joined CI Assante Private Client as a Wealth Planning Consultant before becoming Regional Vice-President, Wealth Planning, in 2017. In this role, he worked closely with high-net-worth clients—particularly business owners, professionals, farmers, and affluent families—providing complex, tactical wealth planning solutions. It was during this time that Seth met Brian Davis, leading to the formation of the Davis Nerman Wealth Group, where they partnered on sophisticated investment, insurance, and tax strategies for clients.

    Seth holds the Certified Financial Planner® (CFP®), Trust and Estate Practitioner (TEP), and Responsible Investment Specialist (RIS) designations. He has also completed the Canadian Bar Association’s Tax Law for Lawyers course and CPA Canada’s In-Depth Tax Issues for the Owner-Managed Business program.

    Outside of work, Seth and his wife keep busy raising their two energetic daughters. He is also an avid tennis player and enjoys time with family at their cottage.

    If you would like to learn more about Seths’ credentials and how he can help you achieve your goals, please call 204-985-6077or email seth.nerman@assante.com

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  • Financial Advisor?

    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.

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  • Financial Advisor

    Dylan began his career in 2018 after graduating from the University of Manitoba, working as an accountant with a focus on tax planning, tax preparation, and income strategies for professionals. He earned his Chartered Professional Accountant (CPA) designation in 2020 and later expanded his expertise by obtaining the Certified Financial Planner (CFP) designation in 2022.

    Dylan joined White & Holmes Financial Group in 2022. With a background rooted in both personal and corporate tax, he made an immediate impact on the value the firm delivers, bringing a depth of technical expertise that enhances clients’ financial planning experience. He works closely with clients to build tailored financial projections, creating summaries that are both comprehensive and easy to understand.

    Today, Dylan leads the firm’s planning team. His work includes preparing and delivering financial plans, reviewing tax and income planning opportunities, and identifying strategies that support clients’ long-term goals. He also specializes in assessing corporate structures and navigating complex financial transactions to uncover meaningful planning insights.

    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

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  • Financial Advisor?

    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.

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  • Client Service Associate

    Christy was born and raised in Winnipeg, Manitoba, and is currently completing her Bachelor of Commerce (Honours) degree at the University of Manitoba’s Asper School of Business, where she is majoring in Finance and Marketing. She is set to graduate in April 2026.

    Christy began her professional journey in January 2025 with White and Holes Financial as a co-op student, gaining hands-on experience in the financial services industry. Through this role, she is developing a strong foundation in client relations, financial analysis, and integrated wealth management.

    Christy is passionate about expanding her knowledge of finance and marketing and is dedicated to building a career that helps clients achieve their financial goals through thoughtful planning and strategic insight.

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  • Associate Financial Advisor

    Tanis began her career in the financial industry in 1994 after graduating with honors in Business Accountancy. Over the years, she advanced through various roles within the banking sector while continuing her professional development and earning the Certified Financial Planner (CFP®) designation in 2002. With over 13 years of experience working across Manitoba’s credit unions and major Canadian banks, Tanis has built a solid foundation of expertise in the financial services field. She applies this knowledge in her supportive role as an Associate Financial Advisor.  Outside of her professional life, Tanis enjoys spending time outdoors with her family.

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  • Associate Financial Advisor

    Charlynn began her career in 2000 with a major Chartered Bank after graduating with honours in Business Administration.  Over more than a decade in the financial services industry, she developed extensive experience helping clients achieve their financial goals through customized lending and investment solutions.  Charlynn joined Assante in 2011, where she continues to apply her strong background in client service, financial structuring, and organizational support. Her combined expertise in both banking and wealth management ensures clients receive professional, detail-oriented assistance across a range of financial needs. Charlynn is married to Buddy and has a daughter, Rylee.

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  • Assistant

    Heather has been in the financial services industry for more than 14 years. She is responsible for the administration of our team, processing transactions and managing most day to day client service requests. Heather has strong communication and organizational skills, which are core values at Davis Nerman Wealth Group. Away from the office, Heather is an outdoor enthusiast and spends as much time as she can camping with her husband and daughter. 

     Email hjohnson@assante.com

     Telephone number 204-977-8060

* 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.