As Vice-President, Wealth Planning, Brent Steele works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Brent has a particular focus on tax and estate planning strategies for business owners, professionals, and other affluent individuals and families.Brent joined CI Assante Private Client in 2001 after holding a senior accountant position with BDO Dunwoody Chartered Accountants. At BDO Brent provided both personal and corporate tax planning advice and compliance to a wide variety of clients. Upon joining Assante, Brent spent his first year as a Private Client Tax Reporting Officer in Winnipeg. Subsequent to this, he transferred to Ottawa where he worked as a Private Client Manager in eastern Ontario for four years. In 2006, Brent transitioned into his role as Regional Vice-President, Wealth Planning and as of 2013 is the Vice-President, Wealth Planning overseeing the delivery of our wealth planning services across Canada by our regional teams. His overall professional experience in wealth planning exceeds 20 years.Brent is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from the University of Manitoba. In addition, he obtained his Certified Financial Planner® (CFP®) designation and completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course. He is a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation.
As a Vice-President & Investment Counsellor, Roger Piché provides portfolio management services and his experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he 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 2007, he held various positions with major banks and trust companies, including estate settlement, and financial and estate planning at Royal Trust, and roles in business banking advisory, personal lending and investments, and legal/accounting partnership financing at RBC and CIBC. After leaving RBC, he became an independent financial advisor and continued his practice while managing a team of financial advisors throughout Ontario at the province’s second largest credit union. Roger is an Associate of The Institute of Canadian Bankers (AICB), where he earned his Bachelor of Commerce degree in Financial Services and the Personal Financial Planning (PFP) designation. Roger is life insurance licensed and holds the Chartered Investment Manager (CIM®) designation.
As a Regional Vice-President, Estate Planning Troy Rumpel is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients. He has worked in a variety of roles, from financial advisor and planner to regional manager. Prior to joining Assante Estate and Insurance Services Inc. in May 2006, Troy held positions of responsibility with several leading Canadian insurers, most recently Director of Business Development for the Life Division of RBC Insurance. He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of CALU, Conference for Advanced Life Underwriting. Troy is based in Hamilton and services the province of Ontario. With access to a wealth of tools and resources, Assante advisors are supported by the insurance specialists at Assante Estate and Insurance Services Inc.