BENCH STRENGTH

As a Regional Wealth Planner, Christine Petrie facilitates the
delivery of wealth planning reports. Using a needs-based
approach, Christine works with our clients to not only gather
pertinent financial information, but more importantly, to
identify issues and help our clients articulate and document
their goals to build a plan that meets their needs. Working
with the support of the wealth planning team, Christine
delivers a strategy that addresses retirement planning, cash
flow management, risk management, business planning and
estate planning.
Christine became part of CI Assante Private Client in 2021.
Prior to this, she held a number of roles at CIBC including an
advisory role as a Senior Financial Planner where she provided
comprehensive planning to affluent families and professionals.
In her most recent role as a Financial Planning Consultant,
Christine provided wealth planning support to financial
advisors including quality assurance of their financial plans.
Christine holds her Certified Financial Planner® (CFP®) designation.

Alfred Lam a rejoint l’équipe de conseil en placement de Gestion mondiale d’actifs CI (GMA CI) en 2004. Il participe activement à la sélection et à la supervision des gestionnaires, au développement des produits, à la répartition des actifs et à la gestion des devises des solutions gérées de GMA CI. Il dirige une équipe d’experts en placements qui surveillent les gestionnaires de portefeuille et les portefeuilles des fonds pour s’assurer qu’ils respectent leurs mandats et obtiennent les résultats escomptés. Il supervise environ 32 milliards d’actifs investis dans des solutions de portefeuille géré sur mesure* pour nos clients. Alfred était auparavant gestionnaire principal de l’équipe de gestion des placements à Placements CIBC. Il est titulaire d’un MBA de l’Université York et possède le titre d’analyste financier agréé. Alfred est membre du CFA Institute et de la Toronto CFA Society.  

* Avec l’accès à une multitude d’outils et de ressources, les conseillers Assante et leurs clients sont soutenus par l’expertise d’une équipe de gestion des investissements et d’un groupe de planification du patrimoine disponibles par le biais de notre société sœur, Gestion mondiale d’actifs CI, et Clientèle privée Assante CI, une division de CI Conseil Privé S.E.C. 

As an Investment Counsellor, Manny provides portfolio management services and brings over 20 years of diverse experience to our high-net-worth clients in the CI Assante
Private Client program. In consultation with our team, he determines an appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that our investment plans continue to meet client needs.
Prior to joining our team in 2021, Manny was advising
high-net-worth families at CI Private Wealth (formerly Stonegate Private Counsel). Before that, he held corporate finance roles at CI Financial, Dynamic Funds and Scotiabank.
Manny has a Bachelor of Arts degree in Economics from Western University and holds the Chartered Financial Analyst (CFA)® designation.

As a Regional Vice-President, Wealth Planning, Chris Taylor 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 financial planning strategies for business owners, professionals, and other affluent individuals and families.
Chris joined CI Assante Private Client in 2021 after working in public practice as the tax partner at a local firm in Oakville. In his previous role, he primarily focused on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall professional experience in wealth planning exceeds 15 years.
Chris is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation. He has also completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program, In-Depth International Tax Course, and Corporate Reorganizations Course.