Meet our Strategic Partners

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

Shane became part of CI Assante Private Client in 2001. His experience in wealth planning and financial services spans over 20 years. First, he was a member of the Sales and Service team in Central Ontario, where he formed strong relationships with advisors and their teams. This led to the role of CI Private Client Manager in April of 2004 as well as Regional Wealth Planner in 2009.

Shane holds a Bachelor of Law degree from Carleton University.

As an Investment Counsellor, Marcel provides portfolio management services and brings over 15 years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines an appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that their investment plans continue to meet their needs.

Prior to joining our team in 2021, Marcel was involved in a broad range of research to support the investment process, and represented investment firms with institutional and retail clients. He was a member of the Asset Allocation Committee and contributed to the investment team’s decisions involving asset mix, sector exposure and currency hedging. He has in-depth knowledge of socially responsible investments and was also a member of the Responsible Investment Association.

Marcel graduated with a Bachelor of Arts Honours degree in Economics from York University and University of Toronto and holds a Chartered Financial Analyst® (CFA) designation.

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

Salman joined CI Private Wealth in 2017 after working as a senior tax manager at Crowe Soberman LLP. He was part of the Crowe Soberman’s tax team providing tax planning and compliance services to high net worth individuals, owner-managed businesses, multinational manufacturers, construction and investment companies. Salman has experience advising clients on matters relating to estate and succession planning, performing tax duediligences with respect to acquisitions of potential targets as well as tax implications resulting from cross border transactions. His overall professional experience in wealth planning exceeds 10 years.

Salman is a Chartered Professional Accountant (CPA, CA) and holds a Master of Taxation (MTax) degree from University of Waterloo. He is a member of the Chartered Professional Accountants Association of Ontario (CPA) and the Canadian Tax Foundation. In addition, he has completed the CICA’s In-Depth Tax Courses in International Taxation and the Owner-managed Business.

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.

As Vice-President of Estate Planning, Troy Rumpel is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients.

Troy provides more than 25 years of financial services industry experience with roles of increasing responsibility from advisor to regional manager to vice-president with several leading Canadian insurers prior to joining Assante in September 2004.

He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of CALU, Conference for Advanced Life Underwriting.

Troy is based in Hamilton and services the province of Ontario as well as looking after the Assante Estate & Insurance Services field teams across the country.