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.
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 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.
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