Chris Thomson, B.A, L.L.B, TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Chris Thomson works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Chris has a particular focus on tax and estate planning for business owners, professionals, and other affluent individuals and families.
Chris joined Assante Private Client in 2008, after working in private practice serving businesses and families throughout Eastern Canada, specializing in both personal and business estate and tax planning. His overall professional experience in wealth planning exceeds 20 years.
Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society, and the Society of Trust and Estate Practitioners. Chris has completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course.
* 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.