Brent Steele, CA, CFP, CPA
Vice-President, Wealth Planning
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 25 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.
Derek Smith, CFP
Regional Vice-President, Estate Planning
Derek has over 21 years of experience in the life and health insurance industry, including 17 years working with advisors and insurance specialists at investment firms as a national accounts wholesaler for several large Canadian insurance companies. Previous to this role, he was involved in developing proprietary insurance products designed for high net worth Canadians. These products relied on his ability to coordinate and facilitate income strategies involving front and back-end leveraging of cash surrender values within permanent life insurance policies.
He has earned the status of Registered Candidate (FPE1) from the Financial Planning Standards Council of Canada and continues to work towards his Certified Financial Planner (CFP) designation.
Derek is based in Mississauga, Ontario and services the GTA and Northern Ontario regions.