Insight Team

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Jared Neufeldt CFP®, FMA, BBA

Wealth Management Advisor

I am grateful for the opportunity to work with so many meaningful, long term client relationships.  Providing wealth planning advice for the evolving needs of our clients has been and continues to be incredibly fulfilling.

I believe that financial peace of mind is best achieved through ongoing listening, communication, and guidance.  It is within these principles that an in-depth and accurate understanding is born – the essence of Insight Family Wealth.

At the heart of my life is family, my incredible wife Kimberly, and our kids, Mathias, Lucia, and Camila.  We are loving the adventures of each season and stage of life together!

For “extra curricular” activities, I’ve recently taken up road biking, which has been both challenging and a lot of fun.  I also love playing tennis whenever I can find a willing partner.  As a family, we love spending time in the Okanagan or simply gardening in our backyard.  Reading a quality book or listening to an intriguing podcast are ways I like to unwind in the evening.

I have a Bachelor of Business Administration (BBA) specializing in Finance from Trinity Western University and hold the Certified Financial Planning (CFP®) designation.

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Diane Wyllie

Administrative Associate

A little bit about myself……

The first part of my career was spent at Met Life, working for 13 years in various administrative roles – including Executive Assistant to one of the top Agents in Canada and then Branch Administrator/Office Manager for the Vancouver location. This was an impactful time of my life and I learned a ton about the industry from my time there.

I took time away from my career when my children were young and re-entered the industry in 2002 working at the Assante Abbotsford office. Our 3 children have now grown into successful and adventurous young adults pursuing their own careers.

My husband Wayne and I have been very involved in our kids’ sports and community activities and are still involved with a Young Adults Ministry as well as serving on Boards for Community Associations. We love the outdoors, including camping, hiking, fishing as well as snowmobiling and snowshoeing in the winter.

One of our core goals at Insight Family Wealth is to deliver superior client service. I love having the opportunity to help people each day and to hopefully bring a little more peace of mind to their financial picture.

Cheryl Norton

Regional Vice President, Wealth Planning

Cheryl B Norton works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Cheryl has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families. Cheryl joined Assante Private Client in 2018 after delivering tax planning services primarily in two multinational public accounting firms, as well as holding senior tax and estate planning positions in the financial services and insurance industry. Cheryl’s expertise includes tax, estate and trust planning, business succession planning, intergenerational wealth transfer strategies, risk management, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 17 years. Cheryl is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from the University of Windsor. She has also obtained her Certified Financial Planner (CFP®) designation. In addition, Cheryl is a member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group leader for this course

Sean Rosas, CFA®

Investment Counsellor

As an Investment Counsellor, Sean Rosas provides portfolio management services 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 our clients’ investment plans continue to meet their needs.

He brings over 20 years of diverse financial services experience to his role.  Prior to joining our team, Sean was Managing Director at a leading Canadian family office, and previous to that, held a senior capital markets and trading roles at HSBC Securities Canada and Barclays Capital in Toronto, New York, and London.

Sean has a Bachelor of Arts in Financial Economics from the University of Western Ontario, and a Master of Business Administration from London Business School, where he majored in Finance and Private Equity.  In addition, he holds the Chartered Financial Analyst designation.