Earl Kaplin, CFP, CIM
Senior Financial Planner
Advisor
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Earl is a Senior Financial Planner who has spent the last 35 years assisting high net worth families manage their financial affairs. He focuses on helping his clients achieve their personal financial goals, minimize their taxes, and preserve their capital. His expertise includes tax, estate, and succession planning. Earl graduated with a B. Com (hon) from Concordia University and was one of the first Certified Financial Planners (CFP ®) in Canada. He also holds the Canadian Investment Management (CIM) designation. Prior to joining Assante Wealth Management, Earl was a senior partner with DPM, one of the largest financial planning firms in Canada in the 1990s. In 1998, he was instrumental in DPM’s merger with Assante Wealth Management, where he then served as a board member during its preparation for an initial public offering. Earl has served on the board of the Canadian Association of Financial Planners and the Corporation Professionnelle des Administrateurs Agrées. Every year since 2003, he has been a member of Assante’s Chairman’s Elite Council, representing the firm’s 25 top-performing advisors. He is also a member of the Assante’s National Advisory Council, serving as an interface between senior management and advisors. Earl and his wife Julie have a pied a terre in Westmount, but their “home” is in Mont-Tremblant where they ski, golf, hike, sail and plan their different travel experiences. He is active in his community and has sat on several not-for-profit boards including the Lake Tremblant Association, the Mont Tremblant Resort Association, The Jewish Community Foundation’s Professional Advisory Council, and the board of Temple Emmanuel.
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