As an Investment Counsellor, Sean Tokach provides portfolio management services to our high-net-worth clients in the CI 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.
Sean brings over 20 years of experience to CI Assante Private Client, having started his career in financial services in 1999 in Vancouver. He has worked in a variety of roles within the investment industry, from sales and trading to financial planning and advising clients at GMP Private Client LP and RBC Dominion Securities. Prior to joining CI Assante Private Client in 2020, Sean worked for an independent investment management firm based in Calgary as a Portfolio Manager, and was an active member of the investment committee, while managing investment portfolios for affluent individuals, trusts, corporations and foundations on a discretionary basis in Alberta and Saskatchewan.
Sean received his Bachelor of Arts from Saint Mary’s University and has obtained the FMA, FCSI, and CIM® designations, as well as completing numerous courses from Options Supervisor to Professional Financial Planning, to better serve high-net-worth clients.