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

Headshot of Sean Etherington

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.

Gordon Gouinlock

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.

Headshot of Yvette Zhang

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.  

Headshot of Sean Carswell

Sean Carswell

SVP, Client Experience, 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.

Kaella Bubel

Kaella Bubel

Chief Compliance Officer, CI Assante Wealth Management


Role: Understanding the business of advisors and ensuring that compliance solutions are tailored and communicated in a way that solves problems, builds trust, and provides for positive investor outcomes. 

Headshot of Eric Lauzon

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. 

Headshot of Rich Wylie

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. 

Headshot of Joady Guyot

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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