Senior Investment Advisor
Financial Security Advisor
Being the proud son of hard working and successful Italian immigrant parents, Joe has learned from a young age the many lessons and habits required to build wealth, grow and preserve it, and the impact proper wealth management has on many lives.
These core lessons, encountering numerous and diverse client financial situations over his extensive 20 years of Advisory experience, and supported by the many talented specialists at Assante Private Client and Assante Estate and Insurance Services Inc, there really is no challenge too great to overcome or dream too big to accomplish.
Joe is fully licensed in Investments and Insurance solutions. Together with his dynamic team and strong network, he is able to properly advise clients and businesses throughout every phase in their lives.
Having lost his father at a young age to Cancer, Joe is deeply rooted in trying to help and inspire others through healthy lifestyle choices. He volunteers his time to many charitable organizations and is committed to helping others achieve their philanthropic goals and causes.
With over 20 years of working at Assante, and the last 17 years of them, helping Ken and Joe's clients as an Executive Administrative Associate, Mary is a valued and important member of the team.
She is the main point of contact and clients feel assured as she responds diligently and timely to the many queries received. She continues to deliver excellent service on many fronts and helps the families feel well looked after and right at home.
Her valuable experience not only help best serve the clients and the practice, but Assante Head office often depends on Mary's constructive feedback to help better the overall back office experience and ultimately the client experience.
After having spent a 5-year tenure on the Financial Planning side in the Banking domain, Amanda joined our team in 2017 as an Advisor to help further add value and foster the existing relationships with our loyal clients.
She works closely with Ken and Joe and uses her wealth of experience to continue to deliver on the many overall solutions that our clients have come to expect.
Along with her Financial Planning degree, Amanda recently completed her Investment credentials and is in the process of obtaining her Life Insurance credentials as well. She is very passionate about using all of her real-life experience and skill set to help deliver solutions for our clients and the next generation for many years to come.
Amanda also volunteers much of her time to the Heart and Stroke Foundation and is also focused on philanthropic and charitable efforts that clients want to undertake.
Martin Cloutier, LL.B, TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on tax and estate planning strategies for business owners, professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team. Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins Ducharme, a prominent business law firm. In addition, Martin has authored and co-authored articles for the Fiscal and Financial Planning Association, the Canadian Tax Foundation and other associations. His overall professional experience in wealth planning exceeds 25 years.Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has a Master of Taxation degree from the University of Sherbrooke and the Trust and Estate Practitioner (TEP) designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners.
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.
Francis Latour, CPA, LL.M
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.
Francis joined CI Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 20 years.
Francis is a Chartered Professional Accountant (CPA) with a Bachelor of Commerce from McGill University and a Master’s degree in taxation from HEC Montreal. He is a member of Ordre des comptables professionnels agréés du Québec (CPA Order), the association de planification fiscale et financière (APFF) and the Canadian Tax Foundation. He has presented at tax conferences such as the APFF and Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.
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