Our Team

Patrick Gilmour

Senior Wealth Advisor

Since 1991 Patrick has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are his knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand. Building on a Bachelor of Arts (Economics) Degree from Queen's University, Patrick has earned the Certified Financial Planner (CFP) designation, which is recognized internationally as the top professional accreditation. Patrick is also a member of the Assante Ag Group, a national farm advisory group that assists Canadian farm families in the areas of tax planning, retirement planning, and wealth transfer. A strong contributor to the community, Patrick is a fundraiser and volunteer for many charitable organizations in his community including the Special Olympics Canada. Married to Jennifer, they have 2 children Andrew and Avery.

Denise Leonard

Administrative Assistant

Denise was born and raised in the beautiful city of Kingston, completing her BA in Sociology at Queen's University and presently resides with her husband Tim and children Emma and Jack. Denise joined Patrick's team in 2012 as Administrative Assistant overseeing day-to-day activities within the office. She brings to the team her extensive background in management, customer service, excellent communication and organizational skills from her numerous years of working the retail sector and childcare. Denise enjoys the great outdoors, traveling, warm sunny days and actively participating in fundraising events. Her passion for learning, embracing new challenges, professionalism and time management skills will provide you with excellent care for your everyday needs.

Melissa Leggett

Administrative Assistant

After a long-time career in the graphic design industry Melissa joined Patrick’s team in the spring of 2021 as an administrative assistant. Melissa brings with her an extensive technical background and a wide range of unique skills that compliment business development solutions for our team. Her drive and ambitions for personal growth coupled with her professionalism and attention to detail offer you the kind of service you’ve come to expect. Melissa was born and raised in rural southeastern Ontario. After many years of traveling, she settled down with her husband in Kingston to raise their two young sons.

Jordan Lyman

Associate Financial Advisor

Jordan joined Assante in the Fall of 2021 as an Associate Advisor after several years as a Financial Advisor at one of Canada’s Big Five Banks. Jordan aims to build strong, long-lasting relationships with the clients he’s humbled to serve by leading with integrity and always making their goals and needs his number one priority. He understands that trust is a key pillar of every successful relationship and looks forward to building that foundation with you and your family. Jordan has a passion for financial literacy and providing financial education to help his clients make smarter decisions with their hard-earned wealth. He is equally as passionate for personal development and continuous learning, and will be pursuing further financial planning designations in order to meet the more complex needs of the clients that choose to work with him.

He currently resides in Napanee where he was born and raised. When Jordan’s not at the office, you can find him spending time with his friends and family, enjoying a round a golf, or passionately rooting for one of his favourite Toronto sports teams.

Crystal Rooks, PFP

Financial Planner

Crystal is a licensed Financial Planner with over 20 years' experience in the financial services industry. Her experience includes creating detailed financial plans for clients, which includes helping families, incorporated professionals and business owners work through planning decisions; evaluating and prioritizing their goals and ensuring that their finances are on track to meet those goals. She can help with investment recommendations and evaluating credit risk, estate planning, pension transfers, and investment management.

Jennifer Gilmour

Jennifer Gilmour

Marketing And Communications Coordinator

Jennifer grew up in Burlington, Ontario and completed her BA in Sociology at Acadia University in Nova Scotia. Her work experience in purchasing for Eaton’s, Hudson’s Bay Company, and The Shopping Channel have proven critical in developing the event planning, communication and marketing skills essential to her current role. She is married to Patrick and together they have 2 children, Andrew and Avery. In 2013, she and Patrick launched the Motionball Marathon of Sport event in Kingston to raise funds and awareness in support of Special Olympics Canada. They were Event Directors for three years and continue their active involvement on the committee.

 

 

Wealth Planners & Investment Counsellors

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 cross-border 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.

Dilmini Bonas, TEP, LL.B

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.

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.

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.

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