Nino Pannozzo, CFP®, CPA, CA, R.F.P.®

Senior Wealth Advisor

Experience, knowledge and integrity.

As a Senior Wealth Advisor with Assante Capital Management Ltd. in Toronto, Ontario, Nino specializes in wealth management, investment, tax, financial and estate planning advice.

As a Chartered Accountant with over 10 years of industry experience, Nino and his team provide clients with a personalized approach towards the complexities of investment and wealth management. This allows his clients to enjoy their free time and pursue other important goals. Nino's team is dedicated to providing excellent customer service and exceeding client expectations.

Nino holds his Certified Financial Planner designation and is a certified financial planner professional. He is a member of the Canadian Institute of Chartered Accountants and served as an Executive Member of the Toronto Chapter of Advocis from 2001 to 2004. During his time at Advocis, Nino was elected by his peers to hold the position of Vice President of Finance.

Prior to joining Assante, Nino was a practicing Chartered Accountant. Nino continues to practice the mission statement of Canada's Chartered Accountants :

"Our mission is to enhance decision-making and improve organizational performance through wealth management, assurance and other specialized expertise. We act with integrity, objectivity and a commitment to excellence and the public interest."

Nino is committed to advising his clients according to these high standards.

Nino has appeared on Investment Television providing insight on various financial planning issues.
He lives in Toronto with his wife, Angela, and two children, Marco and Tyler. Nino enjoys golfing, running, reading and supporting various charitable organizations.

Emanuele (Mani) Fenili

Wealth Advisor

Mani Fenili began his career on Bay St. in 1997, working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, Mani earned his Chartered Financial Analyst (CFA) designation. From CIBC, Mani moved over to TD Asset Management where he spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors.  It was during this time, that Mani gained invaluable experience on what it takes to be a successful advisor. He also appreciated the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.    
After 10 years supporting GTA based advisors with timely investment recommendations, Mani made the decision to become a financial advisor in 2017.  In an effort to meet clients’ needs where they are, Mani has become a Certified Executor Advisor and an Elder Planning Counsellor as well as being licensed to offer his clients life and health insurance.


Mani enjoys working with clients to navigate through pre and post retirement and estate planning decisions.  Earning long term trust along with providing real value to his clients is Mani’s number one objective.


When not working, Mani is supported at home by his beautiful wife Fiona, and lovely children Georgia and Julian. Outside the office, Mani enjoys spending time at the cottage, golfing and experiencing the diverse culinary scene in Toronto.

Jan Shah, CPA, CMA, CFP®, CLU®

Financial Planning Advisor

Welcome ! I am so pleased to tell you about myself and how I have been helping my clients for over 20 years !

Our goal is for our clients to achieve financial peace of mind and to have a long-term relationship.

Financial planning is more than just numbers. To me, it's the people and their dreams, goals and aspirations beyond the figures that matters the most.

We help answer questions like ' Will I/we have enough money to retire ! or Will I outlive my retirement nest egg"?

Truly, I like to help in solving some of these problematic issues that a lot of individuals are concerned about. Helping my clients toward achieve their goals and resolving their issues is my passion. All of my professional actions are motivated by three guiding principles: maintaining strong client relationships, providing a consistently superior level of service and adding value through judicious recommendations.

Our relationship with Assante allows us to offer a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.

As a professional accountant, a CERTIFIED FINANCIAL PLANNER professional and as an Assante advisor, I can help you to achieve your goals for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition or leaving a legacy to your loved ones or for a cherished cause.

I have taken keen interest in helping individuals who are in a transition phase for career or life-style changes and or business buy and sell situations. We realize that everyone's needs and issues are different and unique. There is no single solution that fits all the clients. We take a customized approach reflecting your unique situation and temperament.

If this interests you and would like to explore further, why not connect !

Just send me an email or call (416) 960-1289.

Stanley Wang, CFA, MFIN

Wealth Advisor

Stanley joined Assante in 2006.  He is licensed to provide advice on investments and insurance*. Stanley holds a Master of Finance degree from Queen's University and is a CFA charterholder, a member of the CFA Institute and the Toronto CFA Society. 

Soejanto Liauw

Branch Manager
Associate Financial Advisor

Soejanto Liauw, has over ten years of experience in the financial services industry. His duties include processing, client record keeping, monitoring client accounts and assisting with various projects.

Andrea Talman, QAFP™ Professional, BA (Hons)

Financial Advisor

Andrea is a fully qualified financial advisor with Assante Capital Management Inc.  She has been a licensed assistant working in our branch for the last six years.  She has completed the Canadian Securities Course and the financial planning courses to obtain her certification as a Qualified Associate Financial Planner. 


Debbie Simkins, CFP®

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 strategy 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 holds her Certified Financial Planner® (CFP®) designation


Alfred Lam

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. 


Dilmini Bonas, BSc (Hons), LL.B, TEP

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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