Titus Ebenezer, BAS (Honours), CPA, CGA, CPA(US), CFP
Regional Vice-President, Wealth Planning
As Regional Vice-President of Wealth Planning, Titus works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Titus has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.
Titus joined Assante Private Client in 2012 after providing tax advice to private corporations, shareholders and large public corporations at PricewaterhouseCoopers LLP. Titus also spent two years at a global investment services firm and one year with the Canada Revenue Agency. In those roles, he provided both corporate and personal tax compliance and consulting services to a variety of clients. His overall professional experience in wealth planning exceeds 12 years.
Titus is a Chartered Professional Accountant (CPA, CGA), a U.S. Certified Public Accountant (CPA) with a BAS (Honours) degree in accounting from York University and has his Certified Financial Planner (CFP) designation. He is a member of the Chartered Professional Accountants of Ontario, the American Institute of Certified Public Accountants, a student member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation. In addition, he has completed the CICA In-Depth Tax 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.