OUR WEALTH PLANNING TEAM

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. 

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

Salman  joined  CI  Assante  Private  Client  in  2017  after  working  as  a senior tax manager at Crowe Soberman LLP. He was part of the Crowe Soberman’s tax team providing tax planning and compliance services to high net worth individuals, owner-managed businesses, multinational     manufacturers,     construction     and     investment     companies.  Salman  has  experience  advising  clients  on  matters  relating  to  estate  and  succession  planning,  performing  tax  due-diligences with respect to acquisitions of potential targets as well as  tax  implications  resulting  from  cross  border  transactions.  His  overall professional experience in wealth planning exceeds 10 years. 

Salman is a Chartered Professional Accountant (CPA, CA) and holds a Master of Taxation (MTax) degree from University of Waterloo. He is a member of the Chartered Professional Accountants Association of Ontario (CPA) and the Canadian Tax Foundation. In addition, he has  completed  the  CICA’s  In-Depth  Tax  Courses  in  International  Taxation and the Owner-managed Business. 

As a Regional Wealth Planner, Christine Petrie facilitates the
delivery of wealth planning reports. Using a needs-based
approach, Christine 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 needs. Working
with the support of the wealth planning team, Christine
delivers a strategy that addresses retirement planning, cash
flow management, risk management, business planning and
estate planning.
Christine became part of CI Assante Private Client in 2021.
Prior to this, she held a number of roles at CIBC including an
advisory role as a Senior Financial Planner where she provided
comprehensive planning to affluent families and professionals.
In her most recent role as a Financial Planning Consultant,
Christine provided wealth planning support to financial
advisors including quality assurance of their financial plans.
Christine holds her Certified Financial Planner® (CFP®) designation.