Our Team

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 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. 

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 working as an estate lawyer in private practice. During her time in private practice, Dilmini assisted clients with establishing and implementing individualized estate plans and represented clients in estate litigation matters. As a litigator, she appeared before all levels of court in Ontario while representing beneficiaries, estate trustees, and guardians of property and personal care.

Dilmini is a lawyer and member of the Law Society of Ontario. She holds a Bachelor of Law degree (LL.B), Master of Laws degree in Taxation Law (LL.M), and has designations as a Trust and Estate Practitioner (TEP) and Master Financial Advisor in Philanthropy (MFA-P™).