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.
Regional Vice-President, Estate Planning
As a Regional Vice-President of 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 compliment 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.
Duane is based in Halifax and services Eastern Canada.
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 tax and estate planning for business owners, professionals, and other affluent individuals and families. Chris joined Assante Private Client in 2008, after working in private practice serving businesses and families throughout Eastern Canada, specializing in both personal and business estate and tax planning. His overall professional experience in wealth planning exceeds 20 years.
Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society, and the Society of Trust and Estate Practitioners. Chris has completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course.
Graham Long – Regional Wealth Planner
As a Regional 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, business planning and estate planning.
Graham became part of Assante Private Client in 2013. His experience in wealth planning and asset management spans over 20 years. It includes holding senior positions with two large Canadian asset management companies and working with two of the major Canadian banks.
Before joining us, he was with Atlantic Canada’s largest independent chartered accounting firm. Graham is a Chartered Professional Accountant (CPA, CGA) with a Bachelor of Commerce degree from Dalhousie University. In addition, he holds his Certified Financial Planner (CFP) designation.