Richard Widdifield, CFP
Senior Financial Planner
Cheryl Norton , CPA, CA, CFP
Regional Vice President, Wealth Planning
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 leader for this course.
Sean Tokach, BA, FMA, FCSI, CIM
Investment Counsellor
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.
Dennis Kondratev , MBA, CFP, CLU®, TEP
Regional Wealth Planner
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
Tasia Marescaux, PFP
Marketing & Service Associate
Vincianne Tricand
Assistant
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