Our Team

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

Cheryl joined CI Assante Private Client in 2018 after delivering tax planning services primarily in two multi-national public accounting  firms,  as  well  as  holding  senior  tax  and  estate  planning  positions  in  the  financial  services  and  insurance  industry.  Cheryl’s  expertise  includes  tax,  estate  and  trust  planning,  business  succession  planning,  intergenerational  wealth  transfer  strategies,  risk  management,  philanthropy  and charitable giving.  Her overall professional experience in tax and wealth planning exceeds 17 years.  

Cheryl  is  a  Chartered  Professional  Accountant  (CPA,  CA)  with  a  Bachelor  of  Commerce  degree  from  the  University  of  Windsor.    She  has  also  obtained  her  Certified  Financial  Planner®   (CFP®)   designation.   In   addition,   Cheryl   is   a  member of the Chartered Professional Accountants of British Columbia (CPABC) and has completed the CICA In-Depth Tax Course and has acted as a group

As   an   Investment   Counsellor,   Sean Tokach   provides   portfolio   management services to our high-net-worth clients in the CI Assante Private  Client  program.  In  this  role,  in  consultation  with  our  team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios and works closely with our  Wealth  Planning  team  to  ensure  that  our  clients’  investment  plans continue to meet their needs. 

Sean brings over 20 years of experience to CI Assante Private Client, having started his career in financial services in 1999 in Vancouver. He has worked in a variety of roles within the investment industry, from sales and trading to financial planning and advising clients at GMP Private Client LP and RBC Dominion Securities. Prior to joining CI Assante Private Client in 2020, Sean worked for an independent investment  management  firm  based  in  Calgary  as  a  Portfolio  Manager, and was an active member of the investment committee, while  managing  investment  portfolios  for  affluent  individuals,  trusts,  corporations  and  foundations  on  a  discretionary  basis  in  Alberta and Saskatchewan.  

Sean received his Bachelor of Arts from Saint Mary’s University and has obtained the FMA, FCSI, and CIM® designations, as well as completing numerous courses from Options Supervisor to Professional Financial Planning, to better serve high-net-worth clients. 

As a Regional Wealth Planner, Dennis Kondratev facilitates the delivery of wealth planning reports. Using a needs based approach, Dennis 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, Dennis delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Dennis became part of CI Assante Private Client in 2019. Prior to this he held the role of Specialist, Estate and Financial Planning Services at Sun Life Financial, providing comprehensive financial planning to affluent families, professionals, and business owners.
Dennis has an MBA from Smith School of Business, Queens University. In addition, he holds his Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations

As  a  Regional  Wealth  Planner,  Mathieu  Kouri  facilitates  the  delivery  of  wealth  planning  reports.  Using  a  needs-based  approach, Mathieu 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,  Mathieu  delivers  a  plan  that  addresses  retirement  planning, cash flow management, risk management, business planning and estate planning.Mathieu  joined  CI  Assante  Private  Client  in  2018.  Prior  to  this,  he  was  a  tax  specialist  at  MNP.  As  a  tax  specialist,  Mathieu   gained   extensive   experience   collaborating   on   consulting   mandates   for   individuals,   trusts   and   private   companies,  focusing  mostly  on  corporate  reorganizations  and  owner-managed  businesses.  Mathieu  also  worked  at  Deloitte and KPMG where he primarily focused on small- and medium-sized  enterprise  and  public  corporations  in  the  tax  department. Mathieu  is  a  Chartered  Professional  Accountant  (CPA)  with  a  master’s  degree  in  taxation  from  Sherbrooke  University.  He  has  also  obtained  the  Quebec  Financial  Planner  (Pl.  Fin.)  designation  and  is  a  member  of  the  Chartered  Professional  Accountants  of  Quebec,  the  Canadian  Tax  Foundation  and  the Association de planification fiscale et financière.