Our Wealth Planning Team
Dilmini Bonas BSc. (Hons), LL.B., TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Dilmini works closely with our 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.
Dilmini joined Assante Private Client in 2019 after practicing estates law in private practice. During her time in private practice, she worked both as an estate planning lawyer and represented clients in estate litigation matters. Dilmini assisted clients with establishing and implementing individualized estate plans that prioritized their wishes and views with respect to legacy building. As a litigator, she represented beneficiaries, estate trustees, and guardians for property and personal care. Dilmini has appeared before all levels of Court in Ontario.
Dilmini is a lawyer with a Bachelor of Law degree from the University of Birmingham (UK) and a Bachelor of Science degree from York University. She is a member of the Law Society of Upper Canada and the Society of Trust and Estate Practitioners.
Jonathan McMurrich, CPA, CA, CFP®, MAcc, BAFM
Regional Wealth Planner
As a Regional Wealth Planner, Jonathan McMurrich facilitates the delivery of wealth planning reports. Using a needs-based approach, Jonathan works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Jonathan delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Jonathan became part of Assante Private Client in 2015. Prior to this he was an Associate with Fuller Landau Family Office Services Inc. As an Associate, Jonathan worked with a team of professionals to provide affluent families with investment advice, tax planning and compliance, accounting services, and other professional solutions required to manage the financial affairs of high net-worth families. Jonathan also worked as a Senior Associate in the assurance group at Fuller Landau LLP, a mid-sized accounting firm, where he led team members through various sized audit and review engagements, working closing with owner-managers. Before completing his CA, Jonathan held positions with RBC Capital Markets and the Woodbridge Company Limited, one of Canada’s largest single-family offices.
Jonathan is a Chartered Professional Accountant (CPA, CA) with a Masters in Accounting and Bachelor of Accounting and Financial Management from the University of Waterloo. He is a member of the Chartered Professional Accountants of Ontario.
* 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.
Salman Khan, MTax, 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. Salman joined Assante Private Client in 2017 after working as a senior tax manager at Crowe Soberman LLP. He was part of the Crowe Soberman’s tax team providing tax planning and compliance services to high net worth individuals, owner-managed businesses, multinational manufacturers and construction and investment companies. Salman has experience advising clients on matters relating to estate and succession planning, performing tax due-diligences with respect to acquisitions of potential targets as well as tax implications resulting from cross border transactions. His overall professional experience in wealth planning exceeds 10 years. Salman is a Chartered Professional Accountant (CPA, CA) and holds a Master of Taxation (MTax) degree from University of Waterloo. He is a member of the Chartered Professional Accountants Association of Ontario (CPA) and the Canadian Tax Foundation. In addition, he has completed the CICA’s In-Depth Tax Courses in International Taxation and the Owner-managed Business.