Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Senior Financial Planner
Darryl started his career in the financial planning industry in 1998 when he joined his father’s wealth planning practice as an associate. In that time, he has completed many educational courses including the Canadian Securities Course, Professional Financial Planner Course, and the Certified Financial Planner designation. Darryl is also fully licensed to offer life and living benefits insurance solutions to his clients. Darryl, along with his very qualified team, offers clients complete wealth planning solutions and looks to make sure every aspect of the client’s financial life is addressed. Darryl is married to his wife Michèle, and together they have three grown children and two grandchildren. When they are not spending time with their family, Darryl and Michèle are avid scuba divers who enjoy the adventures our world’s oceans have to offer. In recent years, Darryl has taken an interest in strength training, and getting under the bar has become a regular part of his weekly routine.
View published source ↗Regional Vice-President, Wealth Planning CI Assante Private Client
As a Regional Vice-President, Wealth Planning, Chris Taylor works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, he focuses on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Chris joined CI Assante Private Client in 2021 after working in public practice as the tax partner at a local firm in Oakville. In his previous role, he primarily focused on tax advisory and consulting services to owner-managed companies in the areas of retirement and estate planning, business succession planning, purchase and sale of a business, compensation planning and corporate reorganizations. Chris also previously served as a senior tax manager at BDO Canada LLP in Burlington. His overall professional experience in wealth planning exceeds 15 years. Chris is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation. He has also completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program, In-Depth International Tax Course, and Corporate Reorganizations Course.
View published source ↗Regional Wealth Planner CI Assante Private Client
As a Regional Wealth Planner, Christine Petrie facilitates the delivery of wealth planning reports. Using a needs-based approach, Christine works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals to build a plan that meets their needs. Working with the support of the wealth planning team, Christine delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Christine became part of CI Assante Private Client in 2021. Prior to this, she held a number of roles at CIBC including an advisory role as a Senior Financial Planner where she provided comprehensive planning to affluent families and professionals. Christine was also a Financial Planning Consultant at CIBC, providing wealth planning support to financial advisors including quality assurance of their financial plans. Christine brings more than 10 years of wealth planning and financial services experience to CI Assante Private Client. Christine holds her Certified Financial Planner® and Chartered Investment Manager designations.
View published source ↗Investment Counsellor CI Assante Private Client
As an Investment Counsellor, Manny provides portfolio management services and brings over 20 years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he determines an appropriate asset allocation to best meet the objectives of every client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that our investment plans continue to meet client needs. Prior to joining our team in 2021, Manny was advising high-net-worth families at CI Private Wealth (formerly Stonegate Private Counsel). Before that, he held corporate finance roles at CI Financial, Dynamic Funds and Scotiabank. Manny has a Bachelor of Arts degree in Economics from Western University and holds the Chartered Financial Analyst (CFA)® designation.
View published source ↗Additional Team Members
Through Assante Private Client, a division of CI Private Counsel LP, we have access to additional team members who are experts in their field – investment analysts, portfolio managers, wealth planners, as well as tax, legal, and insurance specialists.
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