Curtis Cross
Senior Financial Advisor
Mary-Ann Pouteau
Administrative Associate
Tim Steadman
Financial Advisor
Natalie Chudzy
Insurance Processing Administrator
Eric Sochasky, CPA, CA
Regional Vice-President, Wealth Planning
As a Regional Vice-President, Wealth Planning, Eric Sochasky works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.
Eric joined Cl Assante Private Client in 2022 after working in public practice as a senior tax manager at BDO. In his previous role, Eric primarily focused on tax compliance and advisory services to owner-managed companies and their high-net-worth shareholders. This included research and implementation of strategies related to tax minimization and deferral, asset protection, corporate restructuring, business succession and estate planning. Eric has delivered his services across numerous sectors including farming, construction, real estate, professional and manufacturing, to name a few. His overall professional experience of servicing clients in wealth planning matters spans over a decade.
Eric is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation. He also completed the Canadian Institute of Chartered Accountants' (now Chartered Professional Accountants of Canada) In-Depth Tax Program.
Mark Rarog, CFA
Investment Counsellor
As an Investment Counsellor, Mark Rarog provides portfolio management services and his experience to our high-net-worth clients in the CI Assante Private Client program. Mark examines each client’s circumstances, and in consultation with our team, determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
He brings over 25 years of diverse financial services experience to his role at CI Assante Private Client. Prior to joining our team in 2020, he held various senior positions with large Canadian investment management organizations, specializing in portfolio management. He has broad experience managing North American equities, global equities and real estate assets.
Mark is a is a CFA® (Chartered Financial Analyst) charterholder and has earned a Bachelor of Commerce (Hons) degree majoring in Finance.
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