Tom Cooney, CFP, R.F.P., CLU®, CPCA

SENIOR WEALTH ADVISOR

For more than 20 years, Tom has been in the financial services profession helping individuals and families achieve their financial and lifestyle goals one step at a time. One of his primary objectives is to provide high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. Among the greatest strengths he brings to his client relationships are his knowledge, integrity and commitment to exceptional service. Tom holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), the Certified Professional Consultant on Aging (CPCA) and the Registered Financial Planner (R.F.P.) designations. Tom was a co-founder of the City Centre Mississauga office in September 1994, where he shares the Branch Manager responsibilities with his colleague, Ivar Grimba. He participates in Assante's Regional Advisory Council (Central Ontario) where he learns from, and shares his perspective with, his colleagues and members of Assante's management team. A strong contributor to the community, Tom is currently a member of the Donor Development Committee and is a past Board of Director member of The Community Foundation of Mississauga. He has also raised funds for The Terry Fox Foundation for the past 26 consecutive years by participating in their annual run. Married to Stella, he is an avid marathon runner (he's completed 21 marathons, 9 of which were in Boston) and enjoys honing his communication skills as an active member of Toastmasters at the City Centre Toastmasters Club (Past President).

Richard Wylie

Vice-President, Investment Strategy

Richard is Vice-President, Investment Strategy at CI Assante Wealth Management and oversees our firm’s investment product shelf. He chairs Assante's Investment Committee and performs due diligence on new product offerings, acting as the liaison with product issuers, promoters and underwriters. Richard also co-ordinates the approval of specialty investment transactions with Assante's Compliance team and trading desk. He also represents CI Assante Wealth Management in the media with regular spots on CP24 and ROB TV. Prior to joining Assante in 2000, Richard was the trading floor economist and fixed income analyst at TD Securities. During his six years at TD Securities, he specialized in the areas of economic analysis of the U.S. and Canadian economies, corporate and government debt, and studies of both the U.S. Federal Reserve and the Bank of Canada. Prior to his tenure at TD Securities, Richard spent five years trading both Foreign Exchange and Money Market securities for Ontario Hydro. Richard has been a CFA charterholder since 1994. He received both his B.A. and M.A. in economics from the University of Waterloo. 

Alfred Lam

Senior Vice-President and Chief Investment Officer, CI GAM | Multi-Asset Management

Alfred Lam joined the Investment Consulting team at CI Global Asset Management (CI GAM) in 2004 and is actively involved in manager selection and oversight, product development, asset allocation and currency management of CI GAM’s managed solutions. He leads a team of investment experts who monitor the portfolio managers and the funds’ portfolios to ensure they are adhering to their mandates and performing within expectations and oversees approximately 32 billion of assets invested in customized managed portfolio solutions* for our clients. Alfred previously held the role of Senior Manager of the Investment Management Team at CIBC Securities. He has an MBA from York University and holds the Chartered Financial Analyst designation. Alfred is a member of the CFA Institute and the Toronto CFA Society.  

* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the expertise of an investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. 

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. 

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