Mike Gomes, CFP®

Wealth Advisor

Mike has over 20 years of experience in the Financial Services industry. As a Wealth Advisor, Mike is committed to providing on-going exceptional service, knowing his success is dependent on his client’s success. His key focus is to develop and maintain long-lasting relationships built on trust, honesty and integrity, and to always place the client’s best interests first.

He has been interviewed and quoted on multiple occasions including the Wealth Professional magazine, CreditCards.com, AMI Audio, and Global News. He was selected by the FP Canada to be a National Exam Scorer for the Certified Financial Planner exam and has participated as a Test Writer on multiple occasions to help improve the content of future exams.

Credentials:  Canadian Investment Funds Course - IFIC (2020), Advanced Retirement Management Strategies (2013), Advanced Estate Planning and Trust Strategies (2012), Life License Qualification Program(2011], Certified Financial Planner (CFP) exam (2008), Personal Financial  Planning Course (2008), Conduct & Practices Handbook (2006), Canadian Securities Course(2006),  Series 6 course and was licensed with FINRA (2003-2011), Canadian Investment Funds Course (2001), Life Insurance License – Level I (2000)

Credentials in Progress: Chartered Investment Manager (CIM) designation

Christian Battistelli, CFP®

Financial Planner

Christian returned to our firm in 2021 after spending two years in a lead financial planning role with another Assante office. Christian rejoins us as a skilled Financial Planner, having attained his CFP® designation with the second-highest score in Canada on his exam. With his thirst for knowledge and natural ability to keep up with technology, we are excited to have Christian join our practice as a partner.

Credentials: Certified Financial Planner® – FP Canada (2022), Life & Disability Insurance Licensed - FSRA (2019), Canadian Investment Funds Course (2018), Honours Bachelor of Commerce (Management), Sprott School of Business, Carleton University (2017)

Our Extended Team

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Dilmini Bonas, BSc (Hons), LL.B, LL.M, TEP, MFA-P

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 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™).

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Salman Khan, CPA, CA

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Salman works closely with  our  high  net  worth  clients  to  identify  issues  and  provide  complex, tactical wealth planning support that complements their wealth  plans.  Salman  has  a  particular  focus  on  tax  and  financial  planning  strategies  for  business  owners,  professionals,  and  other  affluent individuals and families. 

Salman  joined  CI  Assante  Private  Client  in  2017  after  working  as  a senior tax manager at Crowe Soberman LLP. He was part of the Crowe Soberman’s tax team providing tax planning and compliance services to high net worth individuals, owner-managed businesses, multinational     manufacturers,     construction     and     investment     companies.  Salman  has  experience  advising  clients  on  matters  relating  to  estate  and  succession  planning,  performing  tax  due-diligences with respect to acquisitions of potential targets as well as  tax  implications  resulting  from  cross  border  transactions.  His  overall professional experience in wealth planning exceeds 10 years. 

Salman is a Chartered Professional Accountant (CPA, CA) and holds a Master of Taxation (MTax) degree from University of Waterloo. He is a member of the Chartered Professional Accountants Association of Ontario (CPA) and the Canadian Tax Foundation. In addition, he has  completed  the  CICA’s  In-Depth  Tax  Courses  in  International  Taxation and the Owner-managed Business. 

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