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.