Our Team

Bernie Renaud, Elder Planning Counsellor, Certified Financial Planner, Certified General Accountant (1978) and has 31 years of personal financial planning and management.

Author of newsletters, articles for CGA Canada magazine, several years of public financial presentations and teaching as well as periodic T.V. and radio appearances.

Specialist in comprehensive tax and  retirement planning and professionally managed programs designed to accumulate wealth and minimize taxes with reduced risk.

Jad has been a member of the team since 1999.

His 25+ years of experience in the Financial Industry, give him the ability to provide tailored Comprehensive Financial Planning to his clients that suit their specific needs.

He has completed numerous courses through the Canadian Securities Institute, which include Professional Financial Planning, Branch Managers Course and the Canadian Securities Course.

He is an alumnus of St. Francis Xavier University, in Antigonish, Nova Scotia, earning his Bachelor's degree in Business Administration in 1986.

Jad is married, has 2 children and is active in the community.

Susan has been part of the team since 2001. Susan prides herself in excellent client service and strong work ethics. Her role with our team is an Administrative Assistant and Client Services Representative

Carol has been a member of our team since 1995.

Carol is our Senior Tax Consultant. She has over 25 years of experience in the tax field.  Carol is also a member of a Breakfast Club of Tax Preparers that get together once per month to share ideas and unique situations.

She is also one of a few Specialists in Essex County in the preparation of U.S. tax returns and a Certifying Acceptance Agent for the IRS with respect to (W7) ITIN numbers for Canadian residents that file U.S. returns.

Andrea is the most recent addition to our team, in our tax department.

She is a Junior Tax Consultant with experience in the preparation of Canadian and
U.S. tax returns.

She is a graduate of the University of Windsor with a Bachelor's degree in Business
Administration - Accounting.

Her prior work experience is in auditing and communications.

Since 1995, Geri has been the Executive Administrator on our team, overseeing all day to day activities in the office, as well as providing support to all advisors in the office.

As Regional Vice-President, Wealth Planning, Ned works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Ned has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families. Ned joined Assante Private Client in 2013 after practicing estates law at a boutique law firm specializing in estate planning and trusts. He has also worked at major financial institutions in both Canada and abroad. His overall professional experience in wealth planning exceeds 18 years. Ned is a lawyer with a Bachelor of Law degree from the University of British Columbia and a Bachelor of Commerce degree from McGill University. He is a member of the Law Society of Upper Canada and he holds both the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP) designations. Ned has also completed a certificate in Family Business Advising from the Family Firm Institute and the Canadian Association of Family Enterprises (CAFE) Family Facilitation Course. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.