Brent Dimen, B.Comm. (Fin), CFP®, CIM®, CLU®, CIWM, FMA, FCSI®, TEP

Senior Wealth Advisor

Following his studies at McMaster University, B.A. and the University of Windsor, B.Comm. (specializing in finance), Brent continued his education earning professional designations in areas that serve his clients’ needs including financial planning, insurance, investment analysis and management, taxation and estate planning. They are the CFP (Certified Financial Planner); CLU (Chartered Life Underwriter); CIWM (Certified International Wealth Manager); CIM® (Chartered Investment Manager); FMA (Financial Management Advisor); FCSI (Fellow of the Canadian Securities Institute); and TEP (Trust and Estates Practitioner).

Brent has served on Assante's National Advisory Council during which time some of the activities involved the design of two United Financial Management Ltd. managed money solutions; the Institutional Managed Portfolios and the Evolution Private Managed Accounts.

He has earned a place on the Assante Chairman's Council, which consists of the top Assante advisors accross Canada.

Barbra Dimen

Administrative Associate

Following her studies at McMaster University, B.A. Barbra completed the Investment Funds Institute of Canada Course and the Branch Managers’ Course.  In addition to directly addressing client needs, she manages the practice administration and processing functions.

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Alicia Buckley

Administrative Assistant

Alicia is our frontline resource for client reception, appointments, various inquiries, and processing functions. She comes to us with over twenty years of financial industry experience to assist with overall administration. 

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Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

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Dilmini Bonas, BSc (Hons), LL.B, LL.M, TEP, MFA-P

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Dilmini works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans.

Dilmini has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families. Dilmini joined CI Assante Private Client in 2019 after working as an estate lawyer in private practice. During her time in private practice, Dilmini assisted clients with establishing and implementing individualized estate plans and represented clients in estate litigation matters. As a litigator, she appeared before all levels of court in Ontario while representing beneficiaries, estate trustees, and guardians of property and personal care.

Dilmini is a lawyer and member of the Law Society of Ontario. She holds a Bachelor of Law degree (LL.B), Master of Laws degree in Taxation Law (LL.M), and has designations as a Trust and Estate Practitioner (TEP) and Master Financial Advisor in Philanthropy (MFA-P™).

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Sara Tan, CPA, CA, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Sara works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Sara has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.
Sara joined CI Assante Private Client in 2019 after working as a Senior Tax Manager at Kraft Berger LLP. As part of Kraft Berger’s tax team, Sara provided tax planning and compliance services to owner-managed companies and cross-border businesses. Sara also previously served as Senior Tax Manager at KPMG LLP in their real estate tax group. There she worked with some of Canada’s largest asset management companies and real estate developers as well as their high net worth families. Sara has experience advising clients on estate and succession planning, corporate structuring and excise tax. Sara brings more than a decade of professional wealth planning experience to CI Assante Private Client.
Sara is a Chartered Professional Accountant (CPA, CA) and a U.S. Certified Public Accountant (CPA) who has completed the CICA’s In-Depth Tax Courses. In addition, she holds the Trust and Estate Practitioner (TEP) designation.

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