Rick S. Sukhu, CFP
Senior Wealth Advisor
Rick started his career in the Electronics Manufacturing business as a Production Controller with Rockwell International. In 1974, he joined the tire industry working for Uniroyal Tires Canada as their clerk in Banking and Finance. During the 20 years (1974-1994) in the tire industry, he worked for three tire companies, Uniroyal, Uniroyal Goodrich, Michelin/Uniroyal Goodrich, as a result of consolidation.
*Former Corporate Treasurer of Michelin/Uniroyal Goodrich
In 1994, Rick left the tire industry and joined the Financial Services industry. He joined Brightside Financial Services on April 4, 1994 as a Financial Advisor, and was appointed to Branch Manager in 1997. In 2004 he joined Assante Financial Management Ltd. Then in 2007, he was promoted from Financial Advisor to Senior Financial Advisor.
1) Honours Business Degree, Major in Accounting & Finance
2) Mutual Fund License
3) CFP Designation
4) Insurance License, Level I & II
5) Canadian Securities Course
1) A founding Member of the Canadian Institute of Financial Planners
2) A member of Advocis – The Financial Advisors Association of Canada
3) Former member of the MDRT (Million Dollar Round Table). This association represents the top 1% of the advisors in the world.
"Be the best at what I do for the benefit of my family, my clients and society. Treat everyone in a warm and respectful manner with integrity and ethics. Focus on my health because it is most important to my family, my clients, and me." - Rick S. Sukhu
Sara Tan, CPA, CA, TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Sara works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Sara has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.
Sara joined CI Assante Private Client in 2019 after working as a Senior Tax Manager at Kraft Berger LLP. As part of Kraft Berger’s tax team, Sara provided tax planning and compliance services to owner-managed companies and cross-border businesses. Sara also previously served as Senior Tax Manager at KPMG LLP in their real estate tax group. There she worked with some of Canada’s largest asset management companies and real estate developers as well as their high net worth families. Sara has experience advising clients on estate and succession planning, corporate structuring and excise tax. Sara brings more than a decade of professional wealth planning experience to CI Assante Private Client.
Sara is a Chartered Professional Accountant (CPA, CA) and a U.S. Certified Public Accountant (CPA) who has completed the CICA’s In-Depth Tax Courses. In addition, she holds the Trust and Estate Practitioner (TEP) designation.
Dilmini Bonas, BSc (Hons), LL.B, TEP
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.
Troy Rumpel, CFP®, CLU®
Vice-President, Estate Planning
As Vice-President of Estate Planning, Troy Rumpel is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients.
Troy provides more than 25 years of financial services industry experience with roles of increasing responsibility from advisor to regional manager to vice-president with several leading Canadian insurers prior to joining Assante in September 2004.
He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of CALU, Conference for Advanced Life Underwriting.
Troy is based in Hamilton and services the province of Ontario as well as looking after the Assante Estate & Insurance Services field teams across the country.
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