James Schofield, CFP, CIM

With a career that spans 40 years and a practice that encompasses all areas of the wealth management process, James Schofield is a Vice President & Senior Financial Advisor at Assante Capital Management Ltd.; one of Canada's leading providers of integrated wealth management solutions, designed to meet the needs and goals of individuals families and businesses.

James has been helping individuals and owners of incorporations achieve their financial and lifestyle goals. He works closely with a network of highly skilled professionals, dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

James employs a team approach that focuses on executing a rigorous process in consultation with his clients. This method produces a detailed and solid financial structure that explores and intergrates all areas of tax and estate planning, risk management, insurance and investment planning.

Our goal is: "To know you as well, or better than you know yourself financially, for the purpose of assisting you in setting and meeting your goals in life".

Whether your needs are a detailed retirement plan, customized cash management, advice on trust structures, tax and succession planning or if your needs are corporate restructuring of a small business, for sale, succession or creditor protection, James' expertise and dedicated team can help.

His clients appreciate his accessibility, experience, judgment, quality of work and proactive holistic approach in addressing their planning needs.

Ahmed El-Shaboury, CIM, CFP

Associate Financial Advisor

Since coming to Canada in 1998, Ahmed has been conducting research in Mechanical Engineering within two prominent Canadian universities. Ahmed received his M.Sc. in 2000 and his Ph.D. in 2005. When he started investing with his banking institution in a Mutual Fund portfolio back in 2001, he did much research on equity markets and consequently, he began to develop a passion for market research. Ahmed entered the financial services industry in August 2009 and joined Assante Capital Management Ltd. in March 2011. Ahmed is insurance and security licensed, and he is a Certified Investment Manager (CIM®), Certified Financial Planner professional, and Chartered Life Underwriter, CLU®.

Ahmed is passionate about financial planning, and he is a firm believer that proper planning is an essential element in wealth management. He takes client services very seriously, and client satisfaction is his number one priority.

Ahmed lives in Ottawa with his wife and two daughters. He enjoys watching soccer, thrillers, and history documentaries.

Meet with Ahmed.

Steven Hughes, CFP, CIM

Associate Advisor

Since graduating from the University of Ottawa in 2011, Steve developed a passion for finance and investing. Steve is a CFP professional, Chartered Life Underwriter as well as a Certified Investment Manager.

Steve gained valuable experience and knowledge about the mutual fund business working as a financial service representative at CI investments Inc. before moving to Assante Wealth Management where he became more familiar with the advisory side of the business. After transitioning into an advisor role with Assante’s National Accounts program, Steve realized that the most rewarding part of the business is helping clients set and achieve their financial goals.

 

 

Meredith Haggart

Service Associate

We are happy to Welcome our newest team member, Meredith Haggart!

Meredith began her journey in financial services in Toronto, gaining early experience as an Executive Assistant at a Big 5 Canadian bank. Prior to joining our team, Meredith was the Manager of Client Services at a private investment fund in Toronto. 

Meredith graduated with honors from Carleton University with a Degree in Political Science, specializing in International Political Economics. In her spare time, she enjoys sailing, hiking & camping and generally being active outdoors. We’re confident that she will be a great addition to our team!

Ben Azih

Service Associate

Ben Azih is responsible for aiding with the client service operations of the team. Ben is a graduate of Carleton University with a Bachelors and Masters in Mechanical Engineering. He brings experience in problem solving, process efficiency and a passion for helping clients achieve their goals.

In his spare time Ben likes playing the piano/keyboard, watching soccer, and watching/reading material on history and development theory.

John Christensen, CPA, CA

Regional Vice-President, Wealth Planning

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 cross-border  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 

Dilmini Bonas , TEP, LL.B

Regional Vice-President, Wealth Planning

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. 

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