Wealth Planners & Investment Counsellors

 

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John Christensen, CPA, CA

Regional Vice-President, Wealth Planning

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

John  joined  CI  Assante  Private  Client  in  2020  after  working  as  a  Senior  Tax  Manager  at  Ernst  and  Young  LLP.  As  part  of  Ernst and Young’s tax  team, John provided tax planning and compliance services to owner-managed companies and cross-border  businesses.  John  also  worked  as  a  Tax  Manager  at  KPMG LLP in their Enterprise practice. There, he worked with various  high-net-worth  families  and  provided  estate  and  succession  planning  for  their  businesses.  John  brings  more  than  11  years  of  professional  wealth  planning  experience  to  CI Assante Private Client. 

John is a Chartered Professional Accountant (CPA, CA) who has completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program 

Dan Stewart, BA, FMA, CFP

Regional Wealth Planner

As a Regional Wealth Planner, Dan Stewart facilitates the delivery of  wealth  planning  reports.  Using  a  needs  based  approach,  Dan  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,  Dan  delivers  a  plan  that  addresses  retirement  planning,  cash  flow  management,  risk  management,  business planning and estate planning. 

Dan became part of CI Assante Private Client in 2015. His experience in  wealth  planning  and  asset  management  spans  over  20  years.  It  includes  Account  Executive  at  Manulife  Financial,  Training  and  Development  Manager  for  advisors  at  Freedom  55  Financial  and  as  a  Financial  Planner  at  SISIP  Financial  Services.  For  the  past  15  years he has taught as a part-time Faculty Professor at Algonquin College  where  he  facilitates  courses  leading  to  the  PFP  and  CFP®  designations. 

Dan  holds  a  BA  (Finance)  from  Algonquin  College.  In  addition,  he  holds  his  Certified  Financial  Planner®  (CFP®)  and  Financial  Management Advisor (FMA) designations. 

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Marcel Mares, CFA

Investment Counsellor

As an Investment Counsellor, Marcel provides portfolio management services and brings over 15 years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines an appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that their investment plans continue to meet their needs.
Prior to joining our team in 2021, Marcel was involved in a broad range of research to support the investment process, and represented investment firms with institutional and retail clients. He was a member of the Asset Allocation Committee and contributed to the investment team’s decisions involving asset mix, sector exposure and currency hedging. He has
in-depth knowledge of socially responsible investments and was also a member of the Responsible Investment Association.
Marcel graduated with a Bachelor of Arts Honours degree in Economics from York University and University of Toronto and holds a Chartered Financial Analyst® (CFA) designation.

Office Address

1205 Pembroke Street East
Pembroke, Ontario
K8A 7R6 Canada