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 comprehensive plan.

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

    To learn more about Kevin’s credentials or how he can help you achieve your goals, 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 while 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 firsthand the significant value clients place on truly integrated wealth planning.

    Motivated to continue delivering a 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.

    Thomas and his wife, Lisa, are proud parents to two young children, Evelyn and Jack.

    To learn more about Thomas’ credentials or how he can support your financial 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.

    To learn more about Seth’s credentials or how he can support your financial goals, please call 204-985-6077or email seth.nerman@assante.com

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  • Financial Advisor

    Brian has worked in the financial services industry for more than 35 years. From the outset, he embraced a client-focused, comprehensive approach to wealth planning. He is committed to simplifying and enhancing the financial lives of his clients and believes that proactive communication is essential to success.

    Brian graduated with a degree in Business Administration and holds the Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

    Brian is married with two children and enjoys traveling and spending time with his family. He is also an avid sports fan, with a particular passion for basketball, having played at the university level.

    To learn more about Brians’s credentials or how he can support your financial goals, please call 204-985-6060 or email badavis@assante.com.

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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 obtained 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 technical expertise that strengthens clients’ financial planning experience. He works closely with clients to build tailored financial projections and prepares summaries designed to be 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.

    To learn more about Dylan’s credentials or how he can support your financial goals, please call 204-778-1681 or email dhykawy@assante.com.

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  • Tax Planner

    Brian joined White & Holmes Financial Group in June 2020 after a successful 43-year career in public practice. After obtaining his CA designation in 1980, he spent the next four decades advising clients on all aspects of tax and estate planning.

    Brian’s focus was advising high-net-worth individuals and private business owners on a wide range of taxation issues, including corporate and personal tax minimization, restructuring transactions, the purchase and sale of businesses, estate planning, and long-term wealth preservation.

    For more than 35 years, he instructed various tax courses for the Manitoba Institute of Chartered Accountants and co-edited several articles on personal tax planning for the Canadian Tax Foundation.

    Brian’s experience working with families and their complex tax and estate planning needs makes him a strong fit for providing clients with comprehensive financial advice.

  • Financial Advisor

    Mark specializes in helping professionals and business owners align their wealth with their values and long-term goals. With more than three decades of experience in the financial services industry, he is known for his thoughtful planning approach, clear communication, and strong commitment to client education.

    Born in Toronto and raised in Winnipeg, Mark studied Applied Economics at the University of Manitoba before beginning his career with a national insurance company in a management role. There, he gained broad experience in risk management and insurance solutions tailored to each client’s unique circumstances. In 1998, Mark returned to Winnipeg to establish his own financial services firm, focusing on comprehensive financial solutions for business owners and professionals.

    Mark is deeply involved in the Winnipeg community and has volunteered with a range of Jewish and local organizations, serving in numerous leadership and committee roles. He believes that professional success carries a responsibility to give back and encourages clients to consider charitable giving and legacy planning as integral parts of a well-designed financial strategy.

    Outside the office, Mark enjoys spending time with his family, staying active, travelling, and spending summers at the lake. He brings the same energy and curiosity to his personal life as he does to his client relationships, always striving to make complex financial decisions clear, understandable, and actionable.

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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, majoring in Finance and Marketing. She is set to graduate in April 2026.

    Christy began her professional journey in January 2025 with White and Holmes 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 in finance and marketing and is dedicated to building a career focused on helping clients achieve their financial goals through thoughtful planning and strategic insight.

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  • Financial Planner

    Sean was born and raised in Winnipeg, Manitoba, and is a graduate of the University of Manitoba’s Asper School of Business, where he earned his degree in Accounting in 2022.

    He began his career in Audit and Assurance at Deloitte, gaining valuable experience in financial reporting, risk assessment, and working with complex client engagements across a range of industries.

    In January 2026, Sean joined Foundry Wealth Group, where he applies his strong analytical background while working toward his professional designations. He is focused on building a career rooted in disciplined analysis, continuous learning, and delivering thoughtful, client-focused financial solutions.

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  • Associate Financial Advisor

    Tanis began her career in the financial industry in 1994 after graduating with honours 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 more than 13 years of experience working across Manitoba’s credit unions and major Canadian banks, Tanis has built a strong foundation in the financial services field. She now applies this knowledge in her 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.

  • Investment Counsellor

    As an Investment Counsellor, Clayton provides portfolio management services and brings over 25 years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines the appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that clients’ investment plans continue to meet their needs.

    Prior to joining Assante Private Client in 2024, Clayton was a portfolio manager with two of Canada’s largest wealth management companies focusing on Canadian and US equities. During that period, Clayton maintained strong relationships with advisors as well as retail and institutional clients by providing regular updates on portfolio performance, investment recommendations and market insights. Clayton was also a member of the Strategic Asset Mix Committee at these firms, contributing to the investment team’s decisions on asset mix, sector and geographical exposure.

    Clayton has also worked as a Senior Investment Analyst and Corporate Finance Analyst.

    Clayton graduated with a Bachelor of Commerce degree (with Honours) from the University of Manitoba and holds a Chartered Financial Analyst® (CFA) designation.

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  • Client Service Associate

    Heather has been in the financial services industry for more than 14 years. She is responsible for the administration of the team, processing transactions, and managing most day-to-day client service requests. Heather brings 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 possible camping with her husband and daughter.

* 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.