The Team

Our Services

Hill & Associates are a team of specialists working hard for your business. We operate with the philosophy that we do well when our clients do well. The quality of our people is the cornerstone of our ability to serve our clients.

For over 20 years, we have supported our clients’ family values and goals. We have evolved to reflect their changing needs and complexities. We will simplify your life by helping you through complex decisions, as well as taking the lead in managing your evolving financial needs. We facilitate comprehensive wealth planning processes that explore all aspects of a family’s financial strengths and weaknesses, and then implement customized solutions that lead towards successful measurable results.

*Wealth Planning Services provided through the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP.

Your Personal Team

Wayne Hill, CPCA, CEA

Wayne Hill, CPCA, CEA

Senior Wealth Management Advisor

Learn More About Wayne Hill

Wayne has been providing financial advice to individuals, families and small business owners since 1985. He originally started his career with a major trust company in Winnipeg and in 1993 he transferred to Calgary.

In 1996 he joined Pro-Fund Distributors Ltd., (A Wealth Management Company in Western Canada) as Branch Manager and Financial Advisor. Pro-Fund was eventually acquired by Assante Wealth Management Ltd. in 1998.

Wayne works closely with the Assante Private Client team, a division of CI Private Counsel LP, to ensure that his clients have in place a total Wealth Management Strategy including Portfolio Management, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Planning.

With his small business clients, Wayne works with owners and other strategic members of the business owner’s advisory team, ensuring that they have in place proper business contribution and business succession strategies.

Wayne currently holds workshops and classes in Calgary that educate small business owners and Retirees.

Wayne Hill, CPCA

Certified Consultant on Aging

Senior Wealth Management Advisor

Speaker and Financial Educator

Taylor Hill

Taylor Hill

Wealth Management Advisor

Learn More About Taylor Hill

As an Assante Advisor, Taylor has been assisting business owners and high net worth families achieve their financial goals by creating complete wealth strategies.

Working with a network of highly skilled professionals, Taylor is dedicated to providing quality advice and integrated wealth management solutions that simplify and enhance the lives of his clients.

After a successful hockey career, Taylor was happy to follow in his father’s footsteps in the financial industry and enrolled in the Finance program at Mount Royal University. Taylor has completed his Investment Fund in Canada Course and the Lifetime License Qualification Program.

To continue his education, Taylor is currently working toward obtaining his Financial Planner Designation.

By working closely with Assante Private Client, a division of CI Private Clients LP, Taylor delivers a comprehensive wealth strategy to his clients. The offering of Assante Private Client provides access to Lawyers, Estate Planners, Money Managers, as well as Tax Specialists. Very Few advisors in Alberta (and throughout Canada) offer this specialized planning.

Taylor specializes in working with small business clients to ensure they have proper Business Continuation and Business Succession Plans.

Taylor Hill,

Wealth Management Advisor

Speaker and Financial Educator

Laurie Ramos

Laurie Ramos

Client Relations Associate

Learn More About Laurie Ramos

Laurie Ramos is the first point of contact for Hill & Associates’ clients and she loves that part of her job! Her official title is “Client Relations Associate”, but you’ll understand why she is the face of our team when you meet her. She focuses on creating strong, positive relationships which result in the best possible experience for clients.

Prior to joining Hill & Associates, Laurie spent thirty years in the Financial Services and Banking Industry.

When she’s not at the office, you can find Laurie painting, making jewellery and spending time with her family.

Your Support Team

Alfred Lam

Senior Vice-President & Portfolio Manager

Vanito Proban

Regional Vice-President, Wealth Planner

Bradley Charlton

Regional Vice-President, Estate Planning

Lisa Frieson

Regional Wealth Planner

Let’s Connect

Find out how we can you!

120-6025 11th Street SE 
Calgary, AB T2H 2Z2

+403.252.5148

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