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

VICE PRESIDENT
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.

Susan Mills

Administrative Assistant

Susan is our front line resource for client reception, appointment scheduling and various inquiries. She assists greatly with our overall administration and her enthusiastic support for our organizational activities promotes a welcoming and a smooth running practice.

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. 

Dilmini Bonas , TEP, LL.B

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   practicing  estates  law  in  private  practice.  During  her  time  in  private  practice,  she  worked  both  as  an  estate  planning  lawyer  and  represented  clients  in  estate  litigation  matters.  Dilmini  assisted  clients  with  establishing  and  implementing  individualized   estate   plans   that   prioritized   their   wishes   and views with respect to legacy building. As a litigator, she represented beneficiaries, estate trustees, and guardians for property and personal care. Dilmini has appeared before all levels of Court in Ontario. 

Dilmini is a lawyer with a Bachelor of Law degree  from the University  of  Birmingham  (UK)  and  a  Bachelor  of  Science  degree  from  York  University.  She  is  a  member  of  the  Law  Society of Upper Canada  and the Society of Trust and Estate Practitioners. 

Sara Tan, CPA, CA

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. Her overall  professional  experience  in  wealth  planning  exceeds  ten years. 

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. 

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