Helping successful business owners and professionals just like you!
- You have a very full plate and sometimes find it hard to keep your work-life balance.
- You are passionate about your work, not your paperwork.
- You need to establish financial goals.
- You need help managing your investments as well as your debt.
- You want to safeguard your legacy wealth for future generations (family and your favorite charities).
- You want a solid, tax-efficient plan for today, and tomorrow.
- You run or have recently sold a family business.
- Your business is coming up to a period of transition, e.g. transfer from one generation to another, or sale.
- You are looking to review your business structure and need help with succession and tax issues.
- You are considering incorporating.
How complicated is your financial situation?
We are the experts you need who will simplify the complex elements of your wealth. We have the skills, strategies and support of our in-house* accountants, lawyers and estate specialists to provide you with One Complete Plan, ensuring that nothing is overlooked. We are your personalized CFO. There is a tremendous advantage to sharing one contact for all your wealth management needs.
One Complete Plan:
- Tax Planning
Meet our Team
Earl Kaplin, CFP®, CIM®
Senior Financial Planner
Earl is a Senior Financial Planner with 38 years of experience assisting high net worth families manage their financial affairs. His focus is to help our clients achieve their personal financial goals, minimize their taxes, and preserve their capital. His expertise includes tax, estate, and succession planning. Earl graduated with a BComm (Hons) from Concordia University and was a founding member of the Canadian Certified Financial Planners designation CFP®. He also holds the Canadian Investment Management CIM®. Through the 90's, Earl was a senior partner at DPM, one of the largest financial planning firms in Canada. In 1998, he was instrumental in its merger with Assante Wealth Management, where he then served as a board member during its preparation for an initial public offering. Earl has also served on the board of the Canadian Association of Financial Planners and the Corporation Professionnelle des Administrateurs Agrées. He is a lifetime member of Assante’s Chairman’s Council Elite, representing the firm’s top 25 advisors, and part of Assante’s National Advisory Council, serving as an interface between senior management and advisors. Earl and his wife Julie have a pied à terre in Westmount, but their home is in Mont-Tremblant where they ski, golf, hike, sail and plan their different travel experiences. He is active in his community and has served on several not-for-profit boards including the Canadian Ski Hall of Fame and Museum, Lake Tremblant Association, Tremblant Resort Association, the Jewish Community Foundation Professional Advisory Council, and the board of Temple Emmanuel.
Jeremy Hampson, CFP®, CLU
Senior Wealth Advisor
With over 24 years of experience as a financial advisor, Jeremy has developed an ability to simplify and explain even the most complex financial strategies. His patience and intuitive emotional style are greatly appreciated by clients from all walks of life. Jeremy is a CFP® professional and also holds the Chartered Life Underwriter (CLU) designation, both of which demonstrate his extensive knowledge in insurance law, insurance taxation, and advanced estate planning solutions. He provides advice and strategies on the integration of insurance solutions into his clients' planning. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Jeremy is actively involved in charity work for intellectually-handicapped individuals. He sits on the board of directors of two West Island charities and offers seminars about planning for special needs individuals to a number of other organizations.
Olivier Brasseur, B.COM
Associate Financial Advisor
A graduate from the John Molson School of Business with a Bachelor of Finance, Olivier is pursuing his financial planning designation. He has achieved all investments and insurance of person brokerage credentials to practice Canada wide. Olivier joined Assante as an associate in 2015, growing up in his family business, Olivier has accumulated acute knowledge of the financial world from a very young age. He is passionate about helping the next generation of entrepreneurs, medical professionals, and families of wealth with all financial aspects of their lives. He also volunteers his time to the Canadian Cancer Society and for the Students’ Association of Management Faculties of Eastern Canada.
Jennifer van Rantwyk
Client Relations Associate
As Client Relations Associate, Jennifer will be your primary point of contact to reach us. Her main focus is to provide superior customer service, respond to customer inquiries, schedule appointments, and manage client files. Jennifer has close to 15 years of experience in wealth management.
A graduate of the Investment Funds Institute of Canada Mutual Fund course, Joumana ensures and carries out all financial transactions on investment accounts. Her responsibilities include acting as the team's liaison between clients, Assante Head office, and various financial organizations. Joumana has over 15 years in the Mutual Fund industry.
Julie Enright Kaplin
Julie’s primary responsibility is to enhance your experience as a preferred client. She creates, coordinates, and implements all client events and marketing activities. Julie has a Bachelor of Arts in Economics from McGill University and has over 15 years of experience in the industry. In her spare time, she enjoys the great outdoors; skiing, hiking, biking, and golfing.
Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management
Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP.
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.
Insurance products and services provided through Assante Estate and Insurance Services Inc. *Certain wealth planning services may be provided through your advisors or the experts at the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly owned subsidiate of CI FInancial Corp.