Our Process.

Why we do what we do.

Our process and practice have been led by a profound desire to make our clients’ lives better.  We believe thoughtful and comprehensive wealth management we can improve the lives of our clients and their families by focusing on the following principles:

  • Provide peace of mind & confidence in all investment decisions.
  • Build a strategy that supports both financial and personal needs.
  • Maximize tax planning opportunities for our clients and their inheritors.
  • Plan for the expected, and the unexpected.
  • Help the next generation learn to grow and maintain the wealth they receive.

How we do what we do.

Our office takes a complete approach to wealth management. At CI Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As the main source for all your wealth needs, we can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, CI Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

As your trusted advisors, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

We begin with a full financial plan
& portfolio analysis:

  • We discuss where you are today, and where you want to be tomorrow.
  • We outline your priorities and concerns, making sure they are the foundation of your plan.
  • We identify issues, bring ideas and opportunities to the table. 
  • We refer clients to professionals with the required specialty knowledge to meet their needs.

Then we create your personal financial plan and portfolio:

  • We use a team approach when developing your plan. We draw on the knowledge of all our team members and the expertise of the Wealth Planning Group.
  • We insure an Investor Policy Statement is in place so you can understand all assets & risks of your portfolio
  • Our plan will provide income and tax planning whether you’re working or retired
  • We provide consolidated reporting of all assets for your personal information and any income tax needs.
  • We review cash flow, debt repayment & goal planning strategies annually to ensure we are on the right path.
  • We will also provide financial comparisons when needed.
  • RRSP vs Mtg
  • Leverage vs savings
  • TFSA Savings
  • We will optimize your portfolios, to ensure maximum tax efficiency & rebalanced to target regularly

Discovery
Meeting

Complete discovery
process.

Investment
Plan Meeting
& Proposal

Presentation of
Investment Plan.

Regular
Progress Meetings

Review of progress and implementation of
Advance Plan.

Investment
Plan and IPS

Diagnostic of current situation, our recommendations for moving forward and details on our investing approach.

The Advance
Plan

Comprehensive evaluation of the entire range of financial needs with your recommendations for
moving forward.

The Professional Network

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas.

Professional Network Meeting

Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions.

Then we assess other needs.

Then we assess other needs.

Personal Risk Management Solutions:

  • Individual life, Disability, Critical Illness & long-term care
  • Annuities
  • Guaranteed Income Solutions

Corporate Risk Management Solutions:

  • Buy/Sell
  • Key Person
  • Group Coverage
  • Executive Compensation

Tax Planning

Tax Strategy Analysis & Recommendations
(Personal & Corporate) 

  • Tax-focused succession planning
  • Tax efficiency reviews on Non-Registered accounts, Income generating accounts and Prescribed Annuities
  • Family business sale or succession
  • Use of $750K Capital Gains Exemption
  • Income Splitting within a family
  • Corporate tax deferral strategies other tax deferrals strategies
  • Owner/Manager Compensations

Wealth Transfer

  • Guidance on Wills, Trusts and Power of Attorney
  • Estate and succession tax planning advice
  • Counselling for inheritor-to-be
  • Review the estate benefits of Estate Bonds, Insured Funds and Chartable Giving
  • Provide strategies on how to reduce probate and Lawyer Estate fees and improve ease of the estate transfer to the next generation
  • Taxations at death/rollovers, exemptions
  • Using testamentary trusts
  • Equalization between children
  • Second marriages / spousal trusts
  • US Estate tax considerations

How can we help?

Let's talk

Experience the Assante Advantage

www.assante.com

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Address

1686 Ottawa St Suite #101
Windsor, Ontario, Canada
N8Y 1R1 

Say hello!

Address

1686 Ottawa St Suite #101
Windsor, Ontario, Canada
N8Y 1R1 

Say hello!

Privacy Notice  |  Legal and Compliance

www.mfda.ca

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

Copyright © 2025. CI Assante Wealth Management. All Right Reserved. Site provided by Southpoint Creative Group

Get in touch!

[email protected]

519-915-9446

John MacPherson

Mutual Fund Salesperson
Assante Financial Management Ltd.

John MacPherson has over 40 years of expertise in providing strategic wealth planning and advisory services. As a long-term advisor, he has built a strong reputation for his unwavering commitment to his client’s financial success and has cultivated lasting relationships with them over the decades.

Having joined our esteemed team of professionals more than 15 years ago, John has been instrumental in furthering our firm’s reputation for delivering outstanding client support. As he begins to transition into semi-retirement, John finds great satisfaction in knowing that his clients will continue to be expertly served by our exceptional team of advisors and staff.

In his personal life, John is happily married to his wife Cathy, and they both thoroughly enjoy the beautiful lake life in Harrow. As avid food enthusiasts, they take great pleasure in exploring diverse culinary experiences. A proud member of the Rotary Club, John demonstrates his dedication to community involvement and personal development.

A passionate golfer, John cherishes the opportunities to unwind on the green and has honed his skills. John MacPherson a valued member of our financial planning firm and a trusted advisor for our clients.

Manny Kelaidis

CFA
Investment Counsellor

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.

© 2025 CI Assante Private Client, a division of CI Private Counsel LP. All rights reserved.

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Dilmini Bonas

BSc. (Hons), LLB, TEP
Regional Vice-President,
Wealth Planning

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

Dilmini joined CI Assante Private Client in 2019 after practicing estates law in private practice. During her time in private practice, she worked both as an estate planning lawyer and represented clients in estate litigation matters. Dilmini assisted clients with establishing and implementing individualized estate plans that prioritized their wishes and views with respect to legacy building. As a litigator, she represented beneficiaries, estate trustees, and guardians for property and personal care. Dilmini has appeared before all levels of Court in Ontario.

Dilmini is a lawyer with a Bachelor of Law degree from the University of Birmingham (UK) and a Bachelor of Science degree from York University. She is a member of the Law Society of Upper Canada and the Society of Trust and Estate Practitioners.

© 2025 CI Assante Private Client, a division of CI Private Counsel LP. All rights reserved.

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Christine Petrie

CFP®
Regional Wealth Planner

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. In her most recent role as a Financial Planning Consultant, Christine provided wealth planning support to financial advisors including quality assurance of their financial plans. 

Christine holds her Certified Financial Planner® (CFP®) designation.

© 2025 CI Assante Private Client, a division of CI Private Counsel LP. All rights reserved.

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Chris Taylor 

CPA, CA
Vice-President,
Wealth Planning

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. 

© 2025 CI Assante Private Client, a division of CI Private Counsel LP. All rights reserved.

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Maureen Moore

Administrative Assistant
Assante Financial Management Ltd.

Maureen Moore is a highly experienced and accomplished professional in the financial services industry, with a career spanning over four decades. Since joining the sector in 1980, Maureen has consistently demonstrated her commitment to providing outstanding financial advice and support to her clients.

Starting her career at the Bank of Nova Scotia in Vancouver, Maureen relocated to Kelowna in 1984, where she took on various roles at Royal Trust. This experience further refined her skills and knowledge in the financial services sector. In 2002, Maureen moved with her family to the Windsor area, joining the esteemed team at Everitt-Wells & Gall Financial Group as a licensed assistant. Maureen’s dedication to client needs has always been a top priority and she ensures all client experience is positive and complete. 

Kimberly Marchand

Investment Funds Assistant Insurance Assistant
Assante Financial Management Ltd.

Kim Marchand is a highly skilled and experienced financial professional with a diverse insurance and investment funds background. Born and raised in Windsor, Kim has been a dedicated industry professional since 1989, when she began her career at The Mutual Group (now Sun Life Financial). As an underwriting assistant for new life insurance applications, Kim honed her skills at the Kitchener/Waterloo head office while furthering her education through the Life Office Management Association (LOMA).

After nearly a decade with Sun Life Financial, where she held various administrative positions at the Windsor Branch Office, Kim took on the role of Licensed Marketing Assistant for several independent representatives. During this time, she obtained both her Mutual Funds License and Life Insurance License (2000).

Kim later joined Everitt-Wells & Gall Financial Group, where she continued to provide exceptional support as a Licensed Investment Funds Assistant and Licensed Insurance Assistant. Her knowledge and expertise in these areas have made her an invaluable asset to the financial planning firm. She is committed to ensuring the highest levels of client satisfaction and service.

Kris Swayze

Investment Funds Advisor
Assante Financial Management Ltd.

Kris Swayze is an Investments and Insurance Advisor at CI Assante Wealth Management, having joined the team in 2004. His journey into the financial sector commenced during his university years, as he embarked on a role at CIBC. This early exposure to the banking industry, coupled with his academic pursuits, laid a solid foundation for his career.

Holding an honours degree in Economics & Financial Management from Wilfrid Laurier University. This blend of practical experience and formal education has equipped Kris with a deep understanding of insurance and investment planning, enabling him to develop comprehensive wealth management strategies for his clients.

Kris is integral to the Everitt-Wells & Swayze group at Assante Financial Management Ltd., where he is known for his client-centric approach. He excels in all aspects of the wealth management process, most importantly guiding clients towards achieving their long-term financial and estate objectives. Kris’s commitment to building lasting relationships is evident in the personalized and empathetic advice he provides, always with his client’s best interests at heart.

Catering to individuals and families who prioritize a practical blend of financial goals, personal well-being, and family values, Kris understands the importance of a balanced approach to wealth management. His philosophy resonates with those who seek an advisor capable of aligning financial strategies with personal aspirations.

Outside of his professional life, Kris leads an active and family-focused lifestyle, enjoying activities such as golf and squash. He is also actively involved in his community, particularly through coaching youth sports, reflecting his belief in the value of personal engagement and community contribution.

As a member of the Everitt-Wells & Swayze team at Assante Financial Management Ltd., Kris brings a unique combination of expertise, dedication, and personal insight to his work. He is committed to offering comprehensive wealth management services that empower his clients to make informed decisions, secure their financial futures, and achieve a lasting legacy.

For a wealth management partnership that truly understands and aligns with your life goals, reach out to Kris Swayze at [email protected].

Alexis Everitt-Wells, CFP®

Financial Planner

Assante Financial Management Ltd.

Alexis is an experienced Certified Financial Planner® professional with a passion for helping individuals and families navigate the complex world of wealth and estate planning. 

With over 25 years of experience in the financial services industry Alexis began her career at Sun Life Financial where she honed her skills in advanced estate, financial, and insurance planning. After graduating from the University of Windsor with an Honors degree in International Relations & Economics, she continued her education and achieved her designation as a Certified Financial Planner professional.

In 2005, Alexis transitioned to her own independent financial advising firm, Everitt-Wells & Gall Financial Group/IQON Financial, which is now part of CI Assante Wealth Management. Her expertise includes personal wealth planning, business continuation and succession, and estate planning. Alexis and her team are an asset for clients facing various financial opportunities and obstacles.

As a business owner she understands and respects the value of time, and the need for clear & concise information. As a partner and employer Alexis understands the pressures and responsibilities of someone who has more than themselves to consider when making decisions.  

As a wife, mother of three, and daughter to older parents, Alexis understands the unique challenges that come with making significant financial and life decisions. She believes that financial planning is about more than just crunching numbers—it’s about making all the pieces fit to create a comprehensive and effective plan tailored to her client’s specific needs and goals.