Marda Loop Financial Group

J Boleantu

Jeanette Boleantu, B.Mgmt., PFP®, CFP®

Senior Wealth Advisor

Jeanette builds and delivers strategic advanced planning solutions to Canadian Families both within Canada and Abroad. She Specializes in managing the financial affairs of high net worth families, and focuses on working with a team of professionals to provide innovative and customized solutions to preserve and enhance wealth.

 

Value drivers: Simplify | Protect | Enable.

 

Areas of expertise: Comprehensive Financial Planning, Recommendation & Implementation of Financial Strategies, Philanthropy & Generational Wealth Transfer, Leadership & Communication, International Outlook, Issue Spotting & Consultation. Strengthening and aligning financial strategies.

Tom Boleantu, BA, PRP

Senior Wealth Advisor

Tom Boleantu is a widely-respected Canadian wealth management professional in areas of lifestyle planning, expat life and wealth management. His process with clients consistently uses the same pattern and is easy to follow and execute.

Boleantu studied geology at McMaster University and worked in exploration geology for 25 years before entering the financial services industry.

As an exploration geologist he has travelled to Morocco, Iran offshore, Pakistan, frontier Beafort Sea & East Coast offshore including many stops along the way. His interests in foreign cultures lead him to study French & Spanish while working both as an expat and on rotation. His acquaintance with other APEGA expats influenced his outlook on life; and he identified one thing that most professionals working abroad were missing – A comprehensive wealth plan that considered tax, financial & lifestyle planning needs to retirement.

He created a consulting firm that his peers could rely on to consider more than just tax. Over the past 26 years he has developed a one-stop financial network that Canadians can rely on to meet all their wealth planning needs. Such dedication to developing Canada’s leading one-stop service has secured Tom an elite position on the prestigious Assante Chairmans Council offered to only the top 100 Assante advisors in Canada. Tom’s work has earned him broader acclaim; a leading the expert in lifestyle planning and support for Canadians working overseas. Continuing referrals attest to his success.

For the past 26 years The Expatriate Group has assisted over 2000 Canadians moving to or from over 55 countries. The unique service at one location can address and implement all expatriate tax planning needs prior to departure, during the offshore contract and following return to retirement.

The Expatriate Group also assists those returning to Canada with repatriation of funds tax-free and investment strategies to reduce future taxes on return. Counsel family re-integration and adaptation to Canadian society following foreign employment.

Mary-Claire Green

Communications Assistant
Client Coordinator

Mary was born and raised in Canmore, and joined our team in 2014. She can be found coordinating front and back office activities, including newsletters, mail outs and phone and email inquiries.

Penny Lambert-Jones

Processing Manager
Assante Wealth Management

Penny moved to Canada from the UK in 2012. Whilst in the UK, Penny worked as an Independent Financial Adviser (IFA) specializing in Pensions & Investments and, has worked in the Financial Services industry since 2006.

 

Penny joined our team in 2016 and took on the role of Investment Processing Manager. Transactional investment related processing includes a long list of expertise. Experience including ever changing addresses, crystallization of assets on return to Canada, coding of eligible pension transfers on receipt of international severance, implementation and management of dollar cost averaging strategies, tax coding reconciliation for dividend and income distribution, knowledge of US person investment constraints in regards to both IRS and SEC regulations, management of TFSA eligibility as it pertains to non-resident years, implementation of charitable giving strategies using Donor Advised Funds and coordination of international and cross border complexities. In addition, the implementation of cash flow investment driven strategies following the four phases of retirement savings (accumulation, savings, growth and preservation).

 

Penny lives in Calgary with her husband, 2 children and 2 rescue dogs. They enjoy regular trips to the Mountains to ski, namely at their favorite ski hill of Kimberley in BC.

ASSANTE PRIVATE CLIENT

ALBERTA

Sean Tokach, BA, FMA, FCSI, CIM

Investment Counsellor

As   an   Investment   Counsellor,   Sean Tokach   provides   portfolio   management services 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. 

Sean brings over 20 years of experience to CI Assante Private Client, having started his career in financial services in 1999 in Vancouver. He has worked in a variety of roles within the investment industry, from sales and trading to financial planning and advising clients at GMP Private Client LP and RBC Dominion Securities. Prior to joining CI Assante Private Client in 2020, Sean worked for an independent investment  management  firm  based  in  Calgary  as  a  Portfolio  Manager, and was an active member of the investment committee, while  managing  investment  portfolios  for  affluent  individuals,  trusts,  corporations  and  foundations  on  a  discretionary  basis  in  Alberta and Saskatchewan.  

Sean received his Bachelor of Arts from Saint Mary’s University and has obtained the FMA, FCSI, and CIM® designations, as well as completing numerous courses from Options Supervisor to Professional Financial Planning, to better serve high-net-worth clients. 

Vanito Pobran, CPA, CA, CFP, TEP

Regional Vice-President, Wealth Planning

As  Regional  Vice-President,  Wealth Planning,  Vanito  Pobran  works  closely with our high net worth clients to identify issues and provide complex,  tactical  wealth  planning  support  that  complements  their  wealth  plans.  Vanito  has  a  particular  focus  on  tax  and  financial  planning  strategies  for  business  owners,  professionals  and  other  affluent individuals and families. 

Vanito  joined  CI  Assante  Private  Client  in  2015  after  holding  a  tax  manager  position  in  the  Calgary  office  of  KPMG  LLP.  At  KPMG,  he  worked  in  their  tax  group  providing  tax  compliance  and  planning  solutions  to  individuals  and  owner-managed  businesses.  Prior  to  this  he  was  a  Senior  Accountant,  Assurance  and  Business  Advisory  at  Grant  Thornton  LLP  in  their  Independent  Business  Group.  Vanito  has   delivered   his   services   across   numerous   sectors   including   manufacturing and processing, aviation, engineering, hospitality, real estate and construction. His overall professional experience in wealth planning exceeds 12 years. 

Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan and he holds the Certified Financial Planner® (CFP®) designation. He is a member of the Chartered Professional Accountants of Alberta, the Canadian Tax Foundation,  the  Society  of  Trust  and  Estate  Practitioners  and  has  completed both the CICA In-depth tax course and the CICA In-depth tax issues for the owner-managed business course. 

Lisa Friesen, BA

Regional Wealth Planning

As  a  Regional  Wealth  Planner,  Lisa  Friesen  facilitates  the  delivery  of  wealth  planning  reports.  Using  a  needs-based  approach,  Lisa  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, Lisa delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. 

Lisa  became  part  of  Assante  Private  Client  in  1996.  Her  experience  in  wealth  planning  and  financial  services  spans  over  25  years.  Before  joining  us,  she  held  a  position  at  BMO  Nesbitt Burns. 

Lisa  has  a  Bachelor  of  Arts  degree  from  the  University  of  Manitoba. 

BRITISH COLUMBIA

Pippa Fry, CIM

Investment Counsellor

As  an  Investment  Counsellor,  Pippa  Fry  provides  portfolio  management  services  and  her  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,  she  determines  an  appropriate  asset  allocation  to  best  meet  their  objectives.  She  also  provides  ongoing  review  of  client  portfolios  and  works  closely  with  our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs. 

Pippa  comes  to  CI  Assante  Private  Client  with  30  years  of  experience  in  financial  services  working  in  London,  Hong  Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management.  She started her  career  at  CIBC  in  London,  followed  by  roles  at  Merrill  Lynch  and  Swiss  Bank/UBS  before  joining  Citigroup  (on  the  merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.  

Pippa  has  an  MA  from  Oxford  University.  She  holds  the  Chartered Investment Manager (CIM®) designation. 

Cheryl Norton , CPA, CA, CFP

Regional Vice President, Wealth Planning

As Regional Vice-President, Wealth Planning, Cheryl Norton works  closely  with  our  high  net  worth  clients  to  identify  issues   and   provide   complex,   tactical   wealth   planning   support  that  complements  their  wealth  plans.    Cheryl  has  a particular focus on tax and estate planning strategies for business  owners,  farmers,  professionals  and  other  affluent  individuals and families.  

Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting  firms,  as  well  as  holding  senior  tax  and  estate  planning  positions  in  the  financial  services  and  insurance  industry.  Cheryl’s  expertise  includes  tax,  estate  and  trust  planning,  business  succession  planning,  intergenerational  wealth  transfer  strategies,  risk  management,  philanthropy  and charitable giving.  Her overall professional experience in tax and wealth planning exceeds 17 years.  

Cheryl  is  a  Chartered  Professional  Accountant  (CPA,  CA)  with  a  Bachelor  of  Commerce  degree  from  the  University  of  Windsor.    She  has  also  obtained  her  Certified  Financial  Planner®   (CFP®)   designation.   In   addition,   Cheryl   is   a  member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group

Dennis Kondratev , MBA, CFP, CLU®, TEP

Regional Wealth Planner

As a Regional Wealth Planner, Dennis Kondratev facilitates the delivery of wealth planning reports. Using a needs based approach, Dennis 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, Dennis delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Dennis became part of CI Assante Private Client in 2019. Prior to this he held the role of Specialist, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Dennis has an MBA from Smith School of Business, Queens University. In addition, he holds his Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations

ONTARIO & QUEBEC

Charles Blore, BA, CFA

Investment Counsellor

As an Investment Counsellor, Charles Blore provides portfolio management  services  and  his  experience  to  our  high-net-worth clients in the CI Assante Private Client program. In his role,  in  consultation  with  our  team  and  after  reviewing  the  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   10   years   of   diverse   financial   services   experience  to  his  role  at  CI  Assante  Private  Client.  Prior  to  joining  our  team  in  2020,  he  held  various  senior  positions  with  CIBC,  specializing  in  portfolio  management.  He  has  broad experience managing North American equities, global equities, fixed income and responsible investment mandates.Charles is a Chartered Financial Analyst® professional and has earned a Bachelor of Arts degree majoring in Economics from McGill University. 

Martin Cloutier, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on  tax  and  estate  planning  strategies  for  business  owners,  professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team. Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins  Ducharme,  a  prominent  business  law  firm.  In  addition,  Martin  has  authored  and  co-authored  articles  for  the Fiscal and Financial Planning Association, the Canadian Tax Foundation  and  other  associations.  His  overall  professional  experience in wealth planning exceeds 25 years.Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has  a  Master  of  Taxation  degree  from  the  University  of  Sherbrooke  and  the  Trust  and  Estate  Practitioner  (TEP)  designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners. 

Debbie Simkins

Regional Wealth Planner

As a Regional Wealth Planner, Debbie Simkins facilitates the delivery  of  wealth  planning  reports.  Using  a  needs-based  approach,  Debbie  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,  Debbie  delivers  a  plan  that  addresses  retirement  planning, cash flow management, risk management, business planning and estate planning. 

Debbie became part of CI Assante Private Client in 2008. Her experience  in  wealth  planning  and  financial  services  spans  over  20  years.  Before  joining  us,  she  was  a  director  in  the  capital markets group of HSBC Securities (Canada) Inc. 

Debbie  has  a  Business  Administration  diploma  from  Seneca  College of Applied Arts and Technology and has obtained the Qualified Associate Financial Planner™ certification. 

NOVA SCOTIA

Ian McNeill, CFA, CFP

Investment Counsellor

As  an  Investment  Counsellor,  Ian  McNeill  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’ investments plans continue to meet their needs. 

Starting his career in the financial services industry in 2003, Ian  has  worked  in  a  variety  of  roles  within  the  investment  industry,  including  as  a  Financial  Planning  Specialist  with  Edward Jones and as an Investment Analyst with a property &  casualty  insurance  company.  Prior  to  joining  our  team  in  2021,  Ian  was  most  recently  Portfolio  Manager,  Fixed  Income  and  Chief  Compliance  Officer  for  a  Toronto-based  asset  management  firm  which  managed  investments  for  institutional, family office, and individual clients. 

Ian   received   his   Bachelor   of   Commerce   degree   from   Saint  Mary’s  University  in  2003,  with  a  major  in  Business  Administration,  Computer  Science  and  Finance.  In  addition,  he is a CFA® (Chartered Financial Analyst) charterholder and holds the  CFP® (Certified Financial Planner®) designation 

Chris Thomson , BA, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Chris Thomson works  closely  with  our  high  net  worth  clients  to  identify  issues and provide complex, tactical wealth planning support that  complements  their  wealth  plans.  Chris  has  a  particular  focus   on   tax   and   estate   planning   for   business   owners,   professionals, and other affluent individuals and families. 

Chris joined CI Assante Private Client in 2008, after working in private  practice  serving  businesses  and  families  throughout  Eastern  Canada,  specializing  in  both  personal  and  business  estate  and  tax  planning.  His  overall  professional  experience  in wealth planning exceeds 25 years.  

Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society,  and  the  Society  of  Trust  and  Estate  Practitioners.  Chris  has  completed  both  the  CICA  In-Depth  Tax  Course  and  the  CICA  Advanced  Tax  Issues  for  the  Owner-Managed  Business course. 

Graham Long, CPA, CGA, CFP, TEP

Regional Wealth Planner

As  a  Regional  Wealth  Planner,  Graham  Long  facilitates  the  delivery  of  wealth  planning  reports.  Using  a  needs-based  approach, Graham 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,  Graham  delivers  a  plan  that  addresses  retirement  planning, cash flow management, risk management, business planning and estate planning. 

Graham became part of CI Assante Private Client in 2013. His experience in wealth planning and asset management spans over  20  years.  It  includes  holding  senior  positions  with  two  large  Canadian  asset  management  companies  and  working  with two of the major Canadian banks. Before joining us, he was  with  Atlantic  Canada’s  largest  independent  chartered  accounting firm. 

Graham  is  a  Chartered  Professional  Accountant  (CPA,  CGA)  with   a   Bachelor   of   Commerce   degree   from   Dalhousie   University. In addition, he holds both his Certified Financial Planner®  (CFP®)  and    Trust  and  Estate  Practitioner  (TEP)  designations. 

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