Brent Dimen, B.Comm. (Fin), CFP®, CIM®, CLU®, CIWM, FMA, FCSI®, TEP

Senior Wealth Advisor

Following his studies at McMaster University, B.A. and the University of Windsor, B.Comm. (specializing in finance), Brent continued his education earning professional designations in areas that serve his clients’ needs including financial planning, insurance, investment analysis and management, taxation and estate planning. They are the CFP (Certified Financial Planner); CLU (Chartered Life Underwriter); CIWM (Certified International Wealth Manager); CIM® (Chartered Investment Manager); FMA (Financial Management Advisor); FCSI (Fellow of the Canadian Securities Institute); and TEP (Trust and Estates Practitioner).

Brent has served on Assante's National Advisory Council during which time some of the activities involved the design of two United Financial Management Ltd. managed money solutions; the Institutional Managed Portfolios and the Evolution Private Managed Accounts.

He has earned a place on the Assante Chairman's Council, which consists of the top Assante advisors accross Canada.

Barbra Dimen

Administrative Associate

Following her studies at McMaster University, B.A. Barbra completed the Investment Funds Institute of Canada Course and the Branch Managers’ Course.  In addition to directly addressing client needs, she manages the practice administration and processing functions.

Susan Mills

Administrative Assistant

Susan is our front line resource for client reception, appointment scheduling and various inquiries. She assists greatly with our overall administration and her enthusiastic support for our organizational activities promotes a welcoming and a smooth running practice.

headshot

Alfred Lam

Vice-président principal et directeur des placements, Gestion d’actifs multiples I GMA CI

Alfred Lam a rejoint l’équipe de conseil en placement de Gestion mondiale d’actifs CI (GMA CI) en 2004. Il participe activement à la sélection et à la supervision des gestionnaires, au développement des produits, à la répartition des actifs et à la gestion des devises des solutions gérées de GMA CI. Il dirige une équipe d’experts en placements qui surveillent les gestionnaires de portefeuille et les portefeuilles des fonds pour s’assurer qu’ils respectent leurs mandats et obtiennent les résultats escomptés. Il supervise environ 32 milliards d’actifs investis dans des solutions de portefeuille géré sur mesure* pour nos clients. Alfred était auparavant gestionnaire principal de l’équipe de gestion des placements à Placements CIBC. Il est titulaire d’un MBA de l’Université York et possède le titre d’analyste financier agréé. Alfred est membre du CFA Institute et de la Toronto CFA Society.  

* Avec l’accès à une multitude d’outils et de ressources, les conseillers Assante et leurs clients sont soutenus par l’expertise d’une équipe de gestion des investissements et d’un groupe de planification du patrimoine disponibles par le biais de notre société sœur, Gestion mondiale d’actifs CI, et Clientèle privée Assante CI, une division de CI Conseil Privé S.E.C. 

headshot

Dilmini Bonas, BSc (Hons), LL.B, TEP

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. 

headshot

Sara Tan, CPA, CA, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Sara works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Sara has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.
Sara joined CI Assante Private Client in 2019 after working as a Senior Tax Manager at Kraft Berger LLP. As part of Kraft Berger’s tax team, Sara provided tax planning and compliance services to owner-managed companies and cross-border businesses. Sara also previously served as Senior Tax Manager at KPMG LLP in their real estate tax group. There she worked with some of Canada’s largest asset management companies and real estate developers as well as their high net worth families. Sara has experience advising clients on estate and succession planning, corporate structuring and excise tax. Sara brings more than a decade of professional wealth planning experience to CI Assante Private Client.
Sara is a Chartered Professional Accountant (CPA, CA) and a U.S. Certified Public Accountant (CPA) who has completed the CICA’s In-Depth Tax Courses. In addition, she holds the Trust and Estate Practitioner (TEP) designation.

Laisser une note

Remplissez le formulaire ci-dessous.