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.
As a Regional Wealth Planner, Dan Stewart facilitates the delivery of wealth planning reports. Using a needs based approach, Dan works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Dan delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Dan became part of CI Assante Private Client in 2015. His experience in wealth planning and asset management spans over 20 years. It includes Account Executive at Manulife Financial, Training and Development Manager for advisors at Freedom 55 Financial and as a Financial Planner at SISIP Financial Services. For the past 15 years he has taught as a part-time Faculty Professor at Algonquin College where he facilitates courses leading to the PFP and CFP® designations. Dan holds a BA (Finance) from Algonquin College. In addition, he holds his Certified Financial Planner® (CFP®) and Financial Management Advisor (FMA) designations.
As Regional Vice-President, Wealth Planning, John works closely with our high-net-worth clients to identify issues and provide complex, tactical, wealth planning support that complements their wealth plans. John has a focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.
John joined CI Assante Private Client in 2020 after working as a Senior Tax Manager at Ernst and Young LLP. As part of Ernst and Young’s tax team, John provided tax planning and compliance services to owner-managed companies and crossborder businesses. John also worked as a Tax Manager at KPMG LLP in their Enterprise practice. There, he worked with various high-net-worth families and provided estate and succession planning for their businesses. John brings more than 11 years of professional wealth planning experience to CI Assante Private Client.
John is a Chartered Professional Accountant (CPA, CA) who has completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program.