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.
Vice-President, Wealth Planning
As 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 estate planning strategies for business owners, professionals, and other affluent individuals and families.
Brent joined Assante Private Client in 2001 after holding a senior accountant position with BDO Dunwoody Chartered Accountants. At BDO Brent provided both personal and corporate 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 role as Regional Vice-President, Wealth Planning and as of 2013 is the Vice-President, Wealth Planning overseeing the delivery of our wealth planning services across Canada by our regional teams. His overall professional experience in wealth planning exceeds 19 years.
Brent is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from the University of Manitoba. In addition, he obtained his Certified Financial Planner (CFP) designation and completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course. He is a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation.
Vice-President & Investment Counsellor
As a Vice-President & Investment Counsellor, Roger Piché provides portfolio management services and his experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. He brings over 25 years of diverse financial services experience to his role at Assante Private Client.
Prior to joining our team in 2007, he held various positions with major banks and trust companies, including estate settlement, and financial and estate planning at Royal Trust, and roles in business banking advisory, personal lending and investments, and legal/accounting partnership financing at RBC and CIBC. After leaving RBC, he became an independent financial advisor and continued his practice while managing a team of financial advisors throughout Ontario at the province’s second largest credit union.
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 is life insurance licensed and holds the Chartered Investment Manager (CIM) designation.
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.