As seen on Global News Montreal and as heard on CJAD 800 radio.
and as heard on CJAD 800 radio.
Michael Martella
Senior Investment Advisor
Every individual and company has limitless opportunity to grow their personal wealth and business capital. Proper wealth management will protect your future. Expert investment management will enrich it. There is no reason to wonder what your financial future entails. Together, we can build your financial security with considered and tailored wealth strategies.
I am a Senior Investment Advisor with Assante Capital Management Ltd. Me and my team are proud to assist individuals, professionals, entrepreneurs and medical professionals in achieving financial safety and freedom. I will recommend, implement and follow through with immediate and long-term strategies for your objectives regardless of the current state of your finances.
Your financial welfare affects every aspect of your life and career. Constant care ensures your wealth is ready for shifting markets and new investment opportunities. This takes time and expertise.
I have provided effective solutions and guidance to clients for over 20 years. I have served clients from individuals to large, multinational corporations in a myriad of financial issues. I will help you reach your distinct financial goals no matter where your finances are today.
Contact me today to begin planning for a prosperous financial future.
Francis Latour, CPA, CA, LL.M TAX
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families. Francis joined Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 18 years. Francis is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from McGill University and a Master’s degree in Taxation from École des Hautes Études Commerciales, Montréal. He is a member of Ordre des comptables professionnels agréés du Québec (CPA Order), the association de planification fiscale et financière (APFF) and the Canadian Tax Foundation. He has presented at tax conferences such as the APFF and Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.
Martin Cloutier, LL.B., M. Fisc., TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on tax and estate planning strategies for business owners, professionals, and other affluent individuals and families. He joined Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins Ducharme, a prominent business law firm. In addition, Martin has authored and co-authored articles for the Fiscal and Financial Planning Association, the Canadian Tax Foundation and other associations. His overall professional experience in wealth planning exceeds 20 years. Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has a Master’s degree in Taxation from the University of Sherbrooke and the Trust and Estate Practitioner (TEP) designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners. * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Lisa Agozzino
Assistant to Michael Martella
Lisa has 13 years of experience in the financial services industry which began in 2007 at HSBC bank. Prior to joining Michael Martella’s team, as an insurance advisor, she was with other large financial wealth management firms, such as Raymond James and MD management. With her wealth of experience and knowledge in different areas of the financial industry, she provides an exceptional level of customer service while providing the day-to-day administration of our client’s portfolios and policies. Lisa assists with client requests as well as the execution of their long-term financial plans, all with a smile.
Peter Fillipakis CFA, CIM, FSCI, FMA
Investment Counsellor
As an Investment Counsellor, Peter Fillipakis provides portfolio management services and his experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. He brings over 14 years of diverse financial services experience to his role at Assante Private Client. Prior to joining our team, Peter held a variety of positions at the National Bank of Greece, the Canadian Imperial Bank of Commerce and the Business Development Bank of Canada. His other activities include presenting preparatory lectures to CFA candidates at Concordia University’s John Molson School of Business. Peter holds his Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations and is a Fellow of the Canadian Securities Institute (FCSI). * With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Micheal Santoianni
Financial Planner
As a Financial Planner at Assante Wealth Management, Michael creates and develops comprehensive financial plans for individuals, families and their businesses. Michael’s meticulous analytical skills drive his passion to help people understand their current financial situation, guide them to a path of long-term peace of mind, financial security and tax saving strategies. His analysis and recommendations revolve around the 6 pillars of Financial Planning: Personal and Family Situation, Financial Situation, Tax, Protection, Retirement Planning and Estate Planning. Michael has an extensive background in the financial and securities industry. He held a leadership role for 16 years at one of Canada’s major financial institutions and, for the last 5 years, worked at two major Financial Planning firms. Michael has a Bachelor of Commerce degree in Finance from Concordia University.
About Assante
Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $44 billion of Canadian’s family wealth under their care as of March 30, 2020.
We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.
Be well-advised is our promise to you.