TINA TEHRANCHIAN

BA, MA, CLU®, CFP®, CHFC®, CIM®, MFA-P™ (Philanthropy), FP Canada™ Fellow

Senior Wealth Advisor
Assante Capital Management Ltd.

9130 Leslie Street, Ste 302

Richmond Hill, ON L4B 0B9

︎ 905 707 5220
︎ ttehranchian@assante.com

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

— K. Sterling, client




Our Administrative Team




Sabine Boyd

Administrative Assistant

sboyd@assante.com
905 707 5220 x.2221

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
905 707 5220 x.2232
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
905 707 5220 x.2231

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.


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.  

Jaclyn O’Mara
CFA®
Associate Investment Counsellor

As an associate investment counsellor, Jaclyn O’Marra provides portfolio management services and her experience to our high-net-worth clients in the CI Assante Private Client programme. In consultation with our team, she determines an appropriate asset allocation to best meet the objectives of every client. She also provides ongoing reviews of client portfolios, and works closely with our wealth planning team to ensure that our 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.


* 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.
Investment products, services and recommendations are offered through and Assante Capital 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 Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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