Our Leadership

President, CI Assante Wealth Management 

Role: Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.

SVP, Sales & Wealth Services – CI Assante Private Client, a division of CI Private Counsel LP 

Role: Partners with advisors to grow and enhance their business through proven customized managed solutions accompanied by comprehensive business wealth planning support.

SVP Finance and Chief Financial Officer, CI Assante Wealth Management

Role: Oversees the financial well-being of Assante and provides insights to guide the growth of the organization to successfully achieve its strategic plan and objectives.  

SVP, Client Experience, CI Assante Wealth Management 

Role: Leads a national team responsible for the overall development, training, and support of Assante’s dealer platform and its services.

Chief Compliance Officer, CI Assante Wealth Management

Role: Understanding the business of advisors and ensuring that compliance solutions are tailored and communicated in a way that solves problems, builds trust, and provides for positive investor outcomes. 

VP, Business Development, CI Assante Wealth Management

Role: Partners with advisors to improve their practices through the deep resources available within the organization while growing the network through recruiting. 

VP, Investment Strategy, CI Assante Wealth Management

Role: Ensures that there is a robust and varied investment product shelf for the use of Assante advisors with their clients. 

VP, Advisor Engagement, CI Assante Wealth Management

Role: Leads the design and content curation for AT360, advisor wealth management delivery skills and new hire training for branches. Develops training content to elevate the delivery of wealth management skills, provides business coaching for high-potential advisors and is the content owner for all Assante conferences.