Annette Kassner

Annette brings her dedication, loyalty, and experience (20+ years) to the GENn Family Office team as the Office Manager. Through supporting both management and clients, she has found the positive team atmosphere, and the daily client interaction, to align with what she has strived for in an ideal workplace. Professional and well mannered, she has strong customer service skills, including the ability to make everyone feel at ease with her “killer smile”.

Annette’s Business Administration Diploma focuses on accounting, and management. Her varied background in general administration, including a demanding family plumbing business and non-for-profit organizations, gives her the skills to succeed in the family office environment. She has the ability to anticipate project needs, take pro-active action to complement staff leadership, and set up easy-to-follow organizations systems. These, coupled with a positive and outgoing attitude, makes her an asset to our team.

When not scrap booking in her off time, Annette enjoys swimming, cooking, volunteering, and planning family adventures! Dark chocolate is her absolute favourite.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA, FCA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

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