Regional Wealth Planning Team

Dan Stewart, BA, FMA, CFP®

Regional Wealth Planner

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.

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 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.