Paul Donato

Senior Wealth Management Advisor

Paul Donato is the Senior Wealth Management Advisor at Dundas Valley Private Wealth Counsel, with over 20 years of experience in the financial services industry. Paul specializes in managing the financial affairs of high net worth families, and focuses on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth.

Paul’s principles of wealth creation are founded on an unwavering commitment to value investing and a strong belief in the importance of choosing the right mentors in business, and in life. Paul has been recognized as a member of the Assante Chairman’s Council.

Andrea Donato

Associate Financial Advisor

Dundas Valley Private Wealth Counsel, Assante Financial Management Ltd

Andrea Donato is an Associate Financial Advisor at Dundas Valley Private Wealth Counsel at Assante Financial Management Ltd.  Her experience in the investment industry dates back to 1993 when she became a licensed assistant.  Prior to joining Paul's team, Andrea worked at The Financial Planning Group & The Financial Concept Group.  

Over the years, she has developed a strong reputation among Paul's clients who appreciate her service and devotion in helping to manage their many needs.  Andrea earned a BES in Environmental Studies from the University of Waterloo.

Stephanie Carbonneau

Associate Financial Advisor

Dundas Valley Private Wealth Counsel, Assante Financial Management Ltd

Stephanie has over 25 years experience in the financial services industry. Prior to joining Paul’s team in 2000 she worked at TD Canada Trust and Goepel McDermid Securities.  Stephanie completed her Canadian Investment Funds course in 1996 and, as Associate Financial Advisor, consistently provides superior service, managing the many day-to-day needs of our clients, organizing client events and seminars.

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. 

Shane Kirby, BA

Regional Wealth Planner

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 help our clients articulate and document their goals to build a plan that meets their complex needs. Working with the support of the wealth planning team, Shane delivers a strategy 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 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.

Terry T. Marek, CFP, B.Ed

Senior Financial Planning Advisor

Terry has been a Financial Advisor since 1992, and has specialized in the area of Estate and Tax Planning for the last ten years. Drawing on his background in teaching, Bachelor of Education from Queen’s University, he has developed strategies that identify opportunities and provide solutions to assist clients in preserving their wealth, now, and to the next generation. He works with advisors and their high net worth clients to craft custom solutions that suit their particular circumstances, with an emphasis on tax reduction and risk management

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