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 an Investment Counsellor, Sascha Isaacs provides portfolio management services and her experience to our high-networth clients in the CI Assante Private Client program. In consultation with our team, she determines an appropriate asset allocation to best meet the objectives of every client. She also provides ongoing reviews of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
She brings over 15 years of diverse financial services experience to her role at CI Assante Private Client. Prior to joining our team in 2012, Sascha held various positions with CI Assante Wealth Management. In 2005, she became a member of the Business Development team in Central and Eastern Ontario. Three years later, she moved to the Portfolio Operations group, working closely with CI’s internal portfolio managers, managing currency hedges and trading currency forwards.
Sascha has a degree in Business Administration from the University of Toronto. In addition, she is a CFA® (Chartered Financial Analyst) charterholder and holds CAIA® (Chartered Alternative Investment Analyst) and CFP® (Certified Financial Planner®) designations.