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.

Harjeet Sangha

Investment Counsellor

Harjeet Sangha provides portfolio management services to our high-net-worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. Harjeet brings over 12 years of experience in private asset management to his role at Assante Private Client. He began his career as a Research Analyst for Forstrong Global Asset Management Inc. where he specialized in global macro analysis and was an active member of the investment policy committee. Throughout his tenure, he gained extensive experience in research, trading and portfolio management. Prior to joining Assante Private Client, he was Director and Senior Investment Counsellor at BMO Private Banking managing discretionary portfolios for high-net-worth clients, trusts, corporations and foundations.

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

Damien Burleigh

Regional Wealth Planner

Damien Burleigh facilitates the delivery of wealth planning reports. Using a needs-based approach, Damien works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Damien delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Damien became part of Assante Private Client in 2018. His experience in wealth planning and asset management spans over 15 years. It involves a number of roles at Coast Capital Savings including an advisory role as an Investment Funds and Insurance Specialist. Damien also spent time at Standard Life investments as an Inside Sales Consultant, where he honed his knowledge of investment products. Most recently, Damien spent the last 8 years as Director, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners. Damien holds a BBA (Finance Concentration) from Simon Fraser University. In addition, he holds his Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations.