The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Helping You Preserve and Grow Your Wealth With Peace of Mind

Tina Tehranchian, CFP®, CLU®, CH.F.C.®, MFA-P™ (Philanthropy)

Senior Wealth Advisor
Assante Capital Management Ltd.

A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, MFA-PTM (Philanthropy), is a  senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries. 

Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011. 

In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), The International Alliance for Women’s World of Difference Award (2019), and the Brilliant-Minded Women Foundation’s Award for Supporting the Arts (2017).

Tina is often quoted as an expert in her field in major newspapers such as The Globe and Mail, The Toronto Star, The National Post, and The Wall Street Journal, as well as industry-specific magazines like The Investment Executive and The Insurance Journal. She has also been featured on national radio and television stations including BNN, CBC, and CTV as a financial planning expert, and is a frequent contributor to the Canadian Business Journal. In addition, Tina has taught personal financial planning at Centennial College’s Centre for Entrepreneurship for over a decade. 

Since 2000, Tina Tehranchian has helped raise over $2 million for various charities and has served on the boards of The McMichael Canadian Art Collection, the Mackenzie Health Foundation, the Fort York Foundation, Seneca College, Art Canada Institute, and the Encyclopaedia Iranica Foundation, amongst other charities. She currently serves on the Fundraising Advisory Board of The Princess Margaret Cancer Foundation and is the chair of the ONE LIFE gala committee, a fundraiser in support of the Foundation.

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Tina Tehranchian is the first woman and the first Canadian to be selected as Senior Wealth Advisor of The Decade for 2021 by The International Association of Top Professionals (IAOTP)

 

On March 22, 2021, CI Assante Wealth Management (“Assante”) congratulates Tina Tehranchian, Senior Wealth Advisor in Richmond Hill, Ontario, on being named Senior Wealth Advisor of the Decade for 2021 by the International Association of Top Professionals (“IAOTP”). She is the first woman and the first Canadian to receive this honour.

“This is well-deserved recognition for a truly outstanding advisor,” said Sean Etherington, President of Assante. “Tina is a leader in our industry, highly committed to serving her clients and the community through education and charitable endeavors. Her long record of success is an inspiration not only to advisors, but to all professionals.”

The IAOTP recognized Ms. Tehranchian for her achievements, dedication and the pursuit of excellence in every aspect of her business over three decades as a professional advisor. She is one of just two people to have received this award in the history of the organization. Ms. Tehranchian was also selected as Top Senior Wealth Advisor of the Year by the IAOTP in 2020.

“I am truly honoured to receive this recognition from the IAOTP,” said Ms. Tehranchian. “Being named the Top Senior Wealth Advisor of the Decade is a huge honour in itself but being the first woman and the first Canadian to receive this distinction is a truly humbling experience for me, especially as 2021 marks my 30th year in this business. I do look forward to the day that we can have as many female advisors as we have male advisors. I believe this is an exceptional career for women and not only Canada, but the entire world would benefit from more representation by women in this field.”

A financial advisor since 1991, Ms. Tehranchian specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.

Ms. Tehranchian lends her time and expertise to supporting the community, serving as Planned Giving Consultant for The Donor Motivation Program, as a member of the Fundraising Advisory Board of The Princess Margaret Cancer Foundation and as chair of the ONE LIFE gala committee, a fundraiser in support of the Foundation. Since 2000, she has helped raise over $2 million for various charities and has served on the boards of The McMichael Canadian Art Collection, the Mackenzie Health Foundation, the Fort York Foundation, Seneca College, Art Canada Institute, and the Encyclopaedia Iranica Foundation, among others. She has taught personal financial planning at Centennial College’s Centre for Entrepreneurship for over 10 years and is often interviewed by major media outlets on her areas of expertise.

Ms. Tehranchian’ s accomplishments have been recognized through numerous awards, including:

•    Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 (2020) - Winner
•    CanadianAdvisor of the Year Award – Wealth Professional Awards (2020): Silver Winner
•    Financial Adviser of the Year Award – Women in Finance Canada (2019): Winner
•    The International Alliance for Women (TIAW) World of Difference Award (2019): Winner
•    Assante Community Leadership Award (2019): Winner
•    Brilliant Minded Women Foundation’s Award for Supporting the Arts (2017): Winner
•    Iranian Canadian Council’s Inaugural Simorgh Award for outstanding contribution to the Iranian Canadian community (2016): Winner
•    Businesswomen Network of York Region’s Award in Community Engagement and Philanthropy and Literacy (2016): Winner
•    Senecans of Distinction Award (2013): Winner
•    Distinction – FP Canada™ Fellow (formerly Fellow of FPSC™) – Ms. Tehranchian is among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011. This is a distinction that formally recognizes individuals who have helped advance FPSC's vision of seeing Canadians improve their lives by engaging in financial planning.

 

Businesswire | Financial Post | Yahoo! Finance

Newsok | LosAltos.com | Financial Content

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On December 2, 2020, CI Assante Wealth Management (” Assante”) announced that Senior Wealth Advisor Tina Tehranchian has been selected as one of Canada’s Most Powerful Women: Top 100 winners by Women’s Executive Network with an Intact Professional Award. Ms. Tehranchian is the first Assante advisor to receive this prestigious award.

“I am deeply honoured to be recognized by such a worthy organization”, said Ms. Tehranchian. “I’m a big believer in the power of women supporting women. There has never been a doubt in my mind that women can achieve whatever they set their minds to. These awards celebrate the achievements of top Canadian women leaders and inspire the future generation of Canadian women to reach new heights in their careers and continue to advocate for diversity in the workforce.”

The WXN Intact Professional Awards recognize women who are leaders within their organizations. Nominees have included women who have served on their firm’s executive committees, founded their own professional services firm, and/or worked in a leadership role at a professional or national level.

“Tina is an accomplished financial advisor, a role model for her community, and someone who truly champions her clients, colleagues, and women in this industry,” said Sean Etherington, President of Assante. “This well-deserved recognition speaks to Tina’s leadership and dedication.”

Ms. Tehranchian is a Senior Wealth Advisor at Assante Capital Management Ltd. with 29 years of experience. She specializes in assisting business owners and self-employed professionals in building wealth and developing sound financial and estate plans, and in helping philanthropic Canadians with charitable tax-planning strategies.

Past winners of the WXN Canada’s Most Powerful Women: Top 100 Awards include some of Canada's most iconic female trailblazers, such as:  author Margaret Atwood; Dr. Roberta Bondar, astronaut, and neurologist; Christie Clark, former B.C. Premier) Arlene Dickinson, CEO of Venture Communications; Michaëlle Jean, former Governor General of Canada; Heather Reisman, founder, and CEO of Indigo; and Kathleen Taylor, Chair of the Board of Royal Bank of Canada.

 

Businesswire | Yahoo Finance

Financial Post | The Crag & Canyon

America Online News

 


 

I am truly honoured to be the Silver Winner of the Wealth Professional Awards Canadian Advisor of the Year Award. To be a finalist for this award is a great recognition in itself but winning the Advisor of the Year of the Award is a truly humbling experience given the quality of the other finalists and the fact that they represent the best of the best in the wealth management industry. This year Assante Wealth Management was also the Silver Winner of the Wealth Professional Awards Multi-Office Advisor Network/Brokerage of the Year Award, which is a testament to the excellence of our firm.

Wealth Professional Awards is the leading independent awards event for the wealth management industry. Over 20 categories recognize excellence and highlight the outstanding achievements of those in the business – including wealth professionals, financial advisors, advisory brokerages, fund providers, and more. The award process includes an industry-wide call for nominations, research, finalist submissions, and winner selection by a judging panel comprising independent experts in the wealth management and financial services industries.


 

Tina Tehranchian was selected as Top Senior Wealth Advisor of the Year by the International Association of Top Professionals (IAOTP).

Bloomberg | Business Insider | Canadian Insider 

Newsbreak | theonside.com | MarketScreener


 

 

I am extremely honoured to have received the Financial Adviser of the Year Award at the inaugural Women in Finance Awards in Canada.

A huge thank you to each and every one of my clients for their continued support over the years. Without them, this recognition would not have been possible.

'Tina’s holistic approach to her clients and their needs made her submission stand out. Her aim is first and foremost to improve people’s lives by enabling them to be financially savvy. She is an expert and advocates on a national level for better financial education.’

— Women in Finance Awards Canada

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Tina Tehranchian CFP®, CLU®, CH.F.C.®, MFA-P™ (Philanthropy)

Senior Wealth Advisor
Assante Capital Management Ltd.

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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