Seth Nerman, Llb, Cfp®, Tep, Ris
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Seth Nerman, Llb, Cfp®, Tep, Ris Email & Phone Number

Financial Planning Advisor & Partner | Davis Nerman Wealth Group | CI Assante Wealth Management | Discover Your Wealth at CI Assante Wealth Management
Location: Winnipeg, Manitoba, Canada 4 work roles 1 school
1 work email found @assante.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
CI Assante Wealth Management
Role
Financial Planning Advisor & Partner | Davis Nerman Wealth Group | CI Assante Wealth Management | Discover Your Wealth
Location
Winnipeg, Manitoba, Canada
Company size
961 employees

Who is Seth Nerman, Llb, Cfp®, Tep, Ris? Overview

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Quick answer

Seth Nerman, Llb, Cfp®, Tep, Ris is listed as Financial Planning Advisor & Partner | Davis Nerman Wealth Group | CI Assante Wealth Management | Discover Your Wealth at CI Assante Wealth Management, a company with 961 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at assante.com and a matched LinkedIn profile for Seth Nerman, Llb, Cfp®, Tep, Ris.

Seth Nerman, Llb, Cfp®, Tep, Ris previously worked as Financial Planning Advisor at Ci Assante Wealth Management and Regional Vice-President, Wealth Planning at Ci Assante Wealth Management. Seth Nerman, Llb, Cfp®, Tep, Ris holds L.L.B., Law from University Of Manitoba.

Company email context

Email format at CI Assante Wealth Management

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*@assante.com
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AeroLeads found 1 current-domain work email signal for Seth Nerman, Llb, Cfp®, Tep, Ris. Compare company email patterns before reaching out.

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Profile bio

About Seth Nerman, Llb, Cfp®, Tep, Ris

At Davis Nerman Wealth Group, Assante Wealth Management, we provide our clients with personalized investment management and financial planning strategies, including tax, estate and insurance advice. From the outset, we have embraced a client focused approach to wealth planning. We strive to simplify and enhance the financial lives of our clients through an in-depth understanding of our clients' goals and objectives. At Davis Nerman Wealth, we specialize in:- Investment strategies, including alternative investments and responsible or "ESG" investing.- Holistic financial, tax, estate and insurance strategies.- Business succession and intergeneration wealth transfer.- Unique planning opportunities for professionals and academics.I have more then a decade of experience in the planning industry, beginning my career as a tax and estate planning lawyer and then transitioning to Assante Wealth Management in 2015. I hold designations as a Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP).When I am not helping my clients reach their financial goals, I love spending time outside with my family, travelling, trying new restaurants and playing tennis. Contact Info:Tel: 204.985.6077Email: seth.nerman@assante.comWebsite: www.wealthdiscovery.caCome discover you wealth with The Davis Nerman Wealth Group, Assante Wealth Management

Listed skills include Legal Advice, Legal Writing, Legal Research, Corporate Law, and 7 others.

Current workplace

Seth Nerman, Llb, Cfp®, Tep, Ris's current company

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CI Assante Wealth Management
Ci Assante Wealth Management
Financial Planning Advisor & Partner | Davis Nerman Wealth Group | CI Assante Wealth Management | Discover Your Wealth
toronto, ontario, canada
Website
assante.com
Employees
961
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Company profile
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4 roles

Seth Nerman, Llb, Cfp®, Tep, Ris work experience

A career timeline built from the work history available for this profile.

Regional Vice-President, Wealth Planning

Ci Assante Wealth Management

Winnipeg, Canada Area

Assists advisors and their high net worth clients with tax and estate planning strategies.

Oct 2017 - Nov 2022

Tax And Estate Planning Lawyer

Pitblado Law
Jun 2010 - Aug 2015
Team & coworkers

Colleagues at CI Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 961 employees →

KI Kerry Idris Kerry Idris Colleague at Ci Assante Wealth Management North Bay, Ontario, Canada, Canada View → LL Louis-Philippe Lefrancois Louis-Philippe Lefrancois Colleague at Ci Assante Wealth Management Vaudreuil-Dorion, Quebec, Canada, Canada View → KB Karen Blackburn Karen Blackburn Colleague at Ci Assante Wealth Management Halifax, Nova Scotia, Canada, Canada View → BN Bob Nicholls Bob Nicholls Colleague at Ci Assante Wealth Management North Bay, Ontario, Canada, Canada View → NA Nicolas Arvanitis Nicolas Arvanitis Colleague at Ci Assante Wealth Management Laval, Quebec, Canada, Canada View → MR Mathieu Roy Mathieu Roy Colleague at Ci Assante Wealth Management St-Georges, Quebec, Canada, Canada View → SD Selena Dukeshire Selena Dukeshire Colleague at Ci Assante Wealth Management Canada, Canada View → BD Bob Doble Bob Doble Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → RL Rose Lubker Rose Lubker Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View → MA Mary Aloia Mary Aloia Colleague at Ci Assante Wealth Management Toronto, Ontario, Canada, Canada View →
1 education record

Seth Nerman, Llb, Cfp®, Tep, Ris education

FAQ

Frequently asked questions about Seth Nerman, Llb, Cfp®, Tep, Ris

Quick answers generated from the profile data available on this page.

What company does Seth Nerman, Llb, Cfp®, Tep, Ris work for?

Seth Nerman, Llb, Cfp®, Tep, Ris works for CI Assante Wealth Management.

What is Seth Nerman, Llb, Cfp®, Tep, Ris's role at CI Assante Wealth Management?

Seth Nerman, Llb, Cfp®, Tep, Ris is listed as Financial Planning Advisor & Partner | Davis Nerman Wealth Group | CI Assante Wealth Management | Discover Your Wealth at CI Assante Wealth Management.

What is Seth Nerman, Llb, Cfp®, Tep, Ris's email address?

AeroLeads has found 1 work email signal at @assante.com for Seth Nerman, Llb, Cfp®, Tep, Ris at CI Assante Wealth Management.

Where is Seth Nerman, Llb, Cfp®, Tep, Ris based?

Seth Nerman, Llb, Cfp®, Tep, Ris is based in Winnipeg, Manitoba, Canada while working with CI Assante Wealth Management.

What companies has Seth Nerman, Llb, Cfp®, Tep, Ris worked for?

Seth Nerman, Llb, Cfp®, Tep, Ris has worked for Ci Assante Wealth Management and Pitblado Law.

Who are Seth Nerman, Llb, Cfp®, Tep, Ris's colleagues at CI Assante Wealth Management?

Seth Nerman, Llb, Cfp®, Tep, Ris's colleagues at CI Assante Wealth Management include Kerry Idris, Louis-Philippe Lefrancois, Karen Blackburn, Bob Nicholls, and Nicolas Arvanitis.

How can I contact Seth Nerman, Llb, Cfp®, Tep, Ris?

You can use AeroLeads to view verified contact signals for Seth Nerman, Llb, Cfp®, Tep, Ris at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Seth Nerman, Llb, Cfp®, Tep, Ris attend?

Seth Nerman, Llb, Cfp®, Tep, Ris holds L.L.B., Law from University Of Manitoba.

What skills is Seth Nerman, Llb, Cfp®, Tep, Ris known for?

Seth Nerman, Llb, Cfp®, Tep, Ris is listed with skills including Legal Advice, Legal Writing, Legal Research, Corporate Law, Litigation, Commercial Litigation, Civil Litigation, and Administrative Law.

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