We believe our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.

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Sean Etherington

President, CI Assante Wealth Management


Role: Formulates Assante’s vision, mission and provides an overall direction on the strategic plan for the organization.

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Gordon Gouinlock

SVP, Sales & Wealth Services – CI Assante Private Client, a division of CI Private Counsel LP


Role: Partners with advisors to grow and enhance their business through proven customized managed solutions accompanied by comprehensive business wealth planning support.

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Yvette Zhang

SVP Finance and Chief Financial Officer, CI Assante Wealth Management


Role: Oversees the financial well-being of Assante and provides insights to guide the growth of the organization to successfully achieve its strategic plan and objectives.

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Kathie Baran

SVP, CI Assante Wealth Management and CI Assante Private Client Operations


Role: Oversees all operational functions for CI Assante Wealth Management and CI Assante Private Client, striving to provide a superior experience for our advisors and clients while leveraging technology for efficiency and growth.

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Sean Carswell

VP, Service and Support, CI Assante Wealth Management


Role: Leads a national team responsible for the overall development, training, and support of Assante’s dealer platform and its services.

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Eric Lauzon

VP, Business Development, CI Assante Wealth Management


Role: Partners with advisors to improve their practices through the deep resources available within the organization while growing the network through recruiting.

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Rich Wylie

VP, Investment Strategy, CI Assante Wealth Management


Role: Ensures that there is a robust and varied investment product shelf for the use of Assante advisors with their clients.

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Joady Guyot

VP, Advisor Engagement, CI Assante Wealth Management


Role: Leads the design and content curation for AT360, advisor wealth management delivery skills and new hire training for branches. Develops training content to elevate the delivery of wealth management skills, provides business coaching for high-potential advisors and is the content owner for all Assante conferences.

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