Senior Wealth Advisor
Assante Capital Management Ltd.
1 Eva Road, Ste 303
Etobicoke, ON M9C 4Z5
︎ 905 707 5220
︎ ttehranchian@assante.com
Assante Capital Management Ltd.
1 Eva Road, Ste 303
Etobicoke, ON M9C 4Z5
︎ 905 707 5220
︎ ttehranchian@assante.com
“... [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 wealth advisor since 2015, Avi has established himself as a reliable 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 holds a Chartered Life Underwriter (CLU®) designation and 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.
Khanh Do
Investment Services Associate
kdo@assante.com
Certified by the Canadian Securities Institute for having completed the Canadian Securities and Conduct and Practices Handbook courses, Khanh brings over fifteen years of combined experience in wealth management and retail banking to Tina’s team.
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, and has completed the Canadian Securities Course and Conducts and Practices Handbook Course.
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.
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.
* 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.
© 2024 CI Assante Wealth Management. All Rights Reserved.
Privacy Policy | Legal Disclaimer
* 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.
© 2024 CI Assante Wealth Management. All Rights Reserved.
Privacy Policy | Legal Disclaimer