Wealth management team.

No one person knows everything and exploring a variety of ideas ensures we create the best plan for you. Our advisors can work with your current accountant, lawyer, insurance provider etc to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.

Meet the team.

Duane Snow
Regional Vice-President, Estate Planning

As a Regional Vice-President, Estate Planning Duane Snow is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients.

He has a diverse insurance background, having worked as a life, health and pension specialist with a major insurance company, an employee benefits consultant and an insurance company wholesaler. Prior to joining Assante Estate and Insurance Services Inc. in March 2006, he has also worked as an Estate Planning Advisor with a national investment firm.

Duane has a BA Economics from the University of Western Ontario and a business degree from Wilfred Laurier University. He has also earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Certified Employee Benefit Specialist (CEBS) designations.


Chris Thomson
Regional Vice-President, Wealth Planning

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

Chris holds Bachelor of Law Degree from Osgoode Hall Law School. He is a member of the Canadian Bar Association, the Nova Scotia Barristers’ Society, and the Society of Trust and Estate Practitioners.
Since being called to the Bar in 1995, Chris has worked in public practice serving businesses and families throughout Eastern Canada, specializing in both personal and business estate and tax planning. Chris has completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business tax course. He has also participated in numerous seminars during his time in public practice, such as presenting a paper on Recent Tax Developments in Farming and Fishing at the Canadian Tax Foundation’s Annual Conference.


Brent Steele
Regional Vice-President, Wealth Planning

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

Prior to joining Assante Private Client in February 2001, Brent was a senior accountant with BDO Dunwoody Chartered Accountants. At BDO Brent provided both personal and tax planning advice and compliance to a wide variety of clients. Upon joining Assante, Brent spent his first year as a Private Client Tax Reporting Officer in Winnipeg. Subsequent to this, he transferred to Ottawa where he worked as a Private Client Manager in Eastern Ontario for four years. In 2006, Brent transitioned into his current role as Regional Vice-President, Wealth Planning.

Brent received his Bachelor of Commerce degree in 1996 with a double major in accounting and finance from the University of Manitoba. He obtained his Chartered Accountant (CA) designation in 2000, followed by his CFP designation in 2001. In addition, he has completed both the CICA In-Depth Tax course and the Canadian Securities Course. He is a member of the Institute of Chartered Accountants of Ontario and the Canadian Tax Foundation.


Roger Piché
Director, Private Client Management

As Director, Private Client Management, Roger Piché provides a full service investment consulting experience for our high net worth clients in the Private Client Managed Portfolios program. In this role, he works closely with us to determine appropriate asset allocation. He also provides an ongoing review of our clients’ portfolios, and ensures their investment plan continues to meet their needs.

He brings over 20 years of experience in the financial services industry to his role as Investment Counsellor. Prior to joining Assante Private Client, a division of CI Private Counsel LP, he held a variety of roles with major banks and trust companies, including financial planning and estate planning and settlement at Royal Trust, and roles in business banking advisory, personal lending and investments, and legal/ accounting partnership financing at RBC and CIBC. Roger later became an independent financial advisor prior to managing a team of financial advisors throughout Ontario for the province’s second-largest credit union for approximately five years.

Roger is an Associate of The Institute of Canadian Bankers (AICB), where he earned his Bachelor of Commerce degree in Financial Services and the Personal Financial Planning (PFP) designation. Roger became life insurance licensed in 2000 and has the CIM designation.


Graham Long – Regional Wealth Planner
Assante Private Client , a Division of CI Private Counsel LP.

As a Wealth Planner, Graham Long facilitates the delivery of wealth planning reports. Using a needs based approach, Graham works with our clients to not only gather pertinent financial information, but more importantly to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Graham delivers a plan that addresses retirement planning, cash flow management, risk management, and estate planning.

With over twenty years of experience in wealth planning and asset management, Graham has worked with two of the major Canadian banks. He has also held senior positions with two large Canadian asset management companies. Prior to joining Assante Private Client, Graham worked with Atlantic Canada’s largest independent Chartered Accounting firm.

Graham holds a Bachelor of Commerce degree from Dalhousie University, the Canadian Investment Manager (CIM), Certified Financial Planner (CFP) and Certified General Accounting (CGA) designations.


Meet our Advisors

Assante Capital Management Ltd. Halifax team

Assante Capital Management Ltd. Antigonish team

Assante Financial Management Ltd. Halifax team

Gary Bliss Financial Group of Assante Capital Management Ltd. team

Assante Capital Management Ltd. Fredericton team

Assante Capital Management Ltd. Kingston team

Assante Capital Management Ltd. Stellarton team

Assante Capital Management Ltd. Truro team

Meet the Assante Hydrostone support team team