“... [Tina’s] team is very responsive and incredibly diligent ...”

— K. Sterling, client

Our Advisory Team

Tina Tehranchian
Senior Wealth Advisor

ttehranchian@assante.com

A wealth advisor since 1991 and an FP Canada™ Fellow, Tina has been referred to as an ‘expert’ and ‘veteran’ financial advisor by the likes of The Globe and Mail, The Toronto Star, and BNN Bloomberg, and is regularly consulted by these and a host of other acclaimed publications and media outlets such as The Wall Street Journal, The National Post, and the CBC, amongst many others. She has also been granted awards by such authorities as the International Association of Top Professionals (IAOTP), Women in Finance Canada, and the Women’s Executive Network (WXN), which listed her as one of Canada’s ‘top 100 most powerful women’ in 2020. More recently, Tina was listed as one of the best wealth advisors in Ontario in a nationwide report published by The Globe and Mail and Shook Research in 2022. She was also listed as one of the top female Canadian wealth advisors by The Globe and Mail and Shook Research in 2023.

Avinash Gopichand
Wealth Advisor

avinash.gopichand@assante.com

A Chartered Life Underwriter® and Wealth Advisor, Avi has, since 2015, established himself as a reliable financial advisor by assisting clients with detailed financial planning and budgeting for their life goals. He has created methods that help his clients minimize their debt by providing a thorough financial, insurance, and estate plan. As a wealth advisor with Assante Capital Management Ltd. and an insurance advisor with Assante Estate and Insurance Services Inc., Avi fulfils his ambition to help others. He takes pride in his customer service skills and  knowledge of the financial industry, both of which he uses to provide holistic and comprehensive advice to his clients.

Our Administrative Team

Sabine Boyd
Administrative Assistant

sboyd@assante.com


As the receptionist at the branch, Sabine is the first point of contact for our clients. She is also an administrative assistant and is responsible for a wide variety of administrative tasks. Sabine has over thirty years of experience in the financial services sector and brings with her many years of experience in client service.  

Fiony Lau
Investment Services Associate & Marketing Assistant
flau@assante.com

With extensive experience in office administration in the private, public, and non-profit sectors, Fiony has been a member of Tina Tehranchian’s team since 2015. She is responsible for handling all client service tasks, including processing trades, updating account information, and preparing packages for client meetings. She also coordinates major events and seminars, keeps track of compliance for marketing materials, coordinates the training of new team members, and manages the back end of Tina’s website.

Megan Pirhadi
Senior Administrative Assistant

mpirhadi@assante.com


As the branch’s senior administrative assistant, since 2001, Megan has been looking after all administrative aspects of clients’ accounts, from processing trades to preparing the paperwork for new and existing accounts and preparing packages for client meetings. As a senior staff member, Megan also assists in training new members to ensure the integrity and efficiency of business operations.

Julia Rahn
Administrative Assistant

jrahn@assante.com

Julia is the administrative assistant to Avinash Gopichand. Julia has been an administrative assistant at Assante Capital Management Ltd. since 2013. She also has over twelve years of experience and oversight of administrative support as an executive assistant and office manager in numerous industries, such as real estate, real estate development, architecture, and design. Julia takes pride in her ability as a relationship builder and problem-resolution expert.

Our Wealth Planning Team*

Dilmini Bonas
TEP, LLB
Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Dilmini works closely withour 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.

Salman Khan
CPA, CA
Regional Vice-President, Wealth Planning


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

Zubair Ladak
MA, CFA®
Lead Advisor, Investment Counselling

As an Investment Counsellor, Zubair provides portfolio management services and brings over twenty-five years of diverse experience to our high-net-worth clients in the CI Assante Private Client program. In consultation with our team, Zubair determines an appropriate asset allocation to best meet the objectives of each client. He also provides ongoing reviews of client portfolios and works closely with our Wealth Planning team to ensure that clients’ investment plans continue to meet their needs.

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.