Maxime Trépanier, CIM®, BAA

Investment Advisor

Daniel Escaravage, CIM®, FCSI®

Investment Advisor

Kristopher Bastien, CIM®

Investment Advisor

Roxanne St-Gelais

Mutual Fund Representative

Nathalie Robichaud

Senior Administrative Associate

Joseph Ahmarani

Mutual Fund Representative

Marc-André Lewis, Ph.D.

Executive Vice-President, Chief Investment Officer – CI Global Asset Management

Martin Cloutier, LL.B, TEP

Regional Vice-President, Wealth Planning – CI Assante Private Client

Magali Dussault-Brodeur, LL.B

Wealth Planning Consultant – CI Assante Private Client

Francis Latour, CPA, LL.M

Regional Vice-President, Wealth Planning – CI Assante Private Client

Tarun Suri, CPA, Pl. Fin

Regional Wealth Planner – CI Assante Private Client

Sean Rosas, CFA®, MBA

Investment Counsellor – Assante Private Client

Marcel Mares, CFA®

Investment Counsellor – CI Assante Private Client

Don McDougall, CIM®

Investment Counsellor – CI Assante Private Client

Manny Kelaidis, CFA®

Investment Counsellor – CI Assante Private Client

Charles Blore, BA, CFA®

Investment Counsellor – CI Assante Private Client

Lorne Zeiler, CFA®, MBA

VP Private Client Management

Keith Johansson, CA, CPA, CFA®

Investment Counsellor – CI Assante Private Client

John Christensen, CPA, CA, TEP

Regional Vice-President, Tax And Estate Planning – CI Assante Private Client

Eric Sochasky, CPA, CA

Regional Vice-President, Wealth Planning – CI Assante Private Client

Chris Taylor, CPA, CA

Regional Vice-President, Wealth Planning – CI Assante Private Client

Anthony Cacciatore, CIM®, CFP®, Pl. Fin, TEP

Investment Counsellor, Senior Financial Planner – Assante Private Client

Michel Champagne, B.Sc., Pl. Fin, CIM®, TEP

Regional Vice-President, Estate Planning

John Shypitka, CFA®, CIM®

Investment Counsellor

Leave a Note

Please fill out the form below