OUR TEAM

As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.
Francis joined CI Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 25 years.
Francis is a Chartered Professional Accountant (CPA) with a Bachelor of Commerce from McGill University and a Master’s degree in taxation from HEC Montreal. He is a member of the Order of Chartered Professional Accountants of Quebec (professional CPA order), the Association for Tax and Financial Planning (APFF) and the Canadian Tax Foundation. He has presented at tax conferences such as the APFF and Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.

As a Regional Wealth Planner, Tarun Suri facilitates the delivery of wealth planning reports. Using a needs-based approach, Tarun helps clients identify issues and clearly define their goals to build a plan that meets their complex needs. Working alongside the Wealth Planning team, Tarun gathers pertinent financial information and delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Tarun joined CI Assante Private Client in 2021. Prior to this, he was a Cross Border Wealth Planner at MCA Cross Border Advisors Inc. where he worked with clients with wealth planning needs in both Canada and the U.S. He also gained valuable experience in his previous role at PSB Boisjoli. At the firm, he performed audit, review and compilation engagements of private family-owned businesses as well as the preparation and review of personal and corporate tax returns. Prior to working at PSB Boisjoli, Tarun worked as an auditor at Deloitte where he was introduced to assurance and due diligence engagements. Tarun brings more than 10 years of professional wealth planning experience to CI Assante Private Client.

Tarun is a Chartered Professional Accountant (CPA) with a Graduate Certificate in Chartered Accountancy and a Bachelor of Commerce, majoring in Accounting, with distinction from the John Molson School of Business at Concordia University. In addition, he has obtained the Quebec Financial Planner (F.Pl.) designation. He is also an active member of the Ordre des comptables professionnels agréés du Québec (CPA Order).es professionnels agréés du Québec (CPA Order).

As  Wealth  Planning  Consultant,  Magali  works  closely  with  our  high-net-worth  clients  to  identify  issues  and  provide  complex,  tactical  wealth  planning  support  that  complements  their  wealth  plans. Magali has a particular focus on estate planning and wealth transfer  strategies  for  business  owners,  professionals,  and  other  affluent individuals and families.Magali joined CI Assante Private Client in 2016 after practicing estate and  trust  law,  along  with  family  law,  at  several  firms.  During  her  time  in  private  practice,  Magali  assisted  clients  with  establishing  and   implementing   individualized   estate   plans   including   their   wills  and  protective  mandates.  She  also  helped  clients  with  other  aspects of their planning, such as the implementation of inter vivos trusts,  marriage  contracts  and  common  law  union  agreements.  Since 2015, Magali has been teaching trust law as part of the Master of  Notarial  Law  program  at  Université  de  Montréal  and  has  also  taught it at Université de Sherbrooke. In addition, she has authored or  co-authored  articles  for  the  Chambre  des  notaires  du  Québec  and  the  Fiscal  and  Financial  Planning  Association.  She  brings  over  12 years of wealth planning experience to CI Assante Private Client.Magali is a notary with a Bachelor of Law degree, a graduate degree in  notarial  law,  and  a  master’s  degree  in  taxation,  all  from  the  University of Sherbrooke. She has been a member of the Chambre des  Notaires  du  Québec  since  2009.  She  is  also  a  member  of  the  Fiscal and Financial Planning Association