Rick S. Sukhu, CFP

Senior Wealth Advisor
Branch Owner

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.

Qualifications: 

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

 

Professional Memberships:

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

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. Her overall  professional  experience  in  wealth  planning  exceeds  ten years. 

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. 

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.

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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