Deborah A. Goch, CPA, CA, TEP, CFP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Deborah Goch works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Deborah has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families. Deborah joined Assante Private Client in 2014 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and financial planning consultant positions in the financial services industry. Deborah’s expertise includes tax, estate and trust planning, business succession planning, wealth transition strategies, risk management, international issues, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 20 years. Deborah is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Mathematics from the University of Waterloo. She has obtained her Certified Financial Planner (CFP) and Registered Trust and Estate Practitioner (TEP) designations. In addition, Deborah is a member of the Chartered Professional Accountants of British Columbia (CPABC), the Canadian Tax Foundation and Society of Trust and Estate Practitioners (STEP). She has completed the CICA In-Depth Tax Course and has acted as a group leader for this 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.

Paul Sahota, B.Comm., CPA, CGA, CFP

Regional Wealth Planner

As a Regional Wealth Planner, Paul Sahota facilitates the delivery of wealth planning reports. Using a needs-based approach, Paul 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, Paul delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Paul became part of Assante Private Client in 2016. His experience in wealth planning and asset management spans over 10 years. It includes working as an Investment Advisor with RBC Dominion Securities and other advisory roles within the organization. At RBC, Paul worked closely with affluent families, individuals, and business owners to provide customized recommendations to help them meet their financial goals. Before joining us, he was a Senior Financial Consultant with MD Financial Management where he assisted medical professionals with their portfolio management and financial planning. Paul is a Chartered Professional Accountant (CPA, CGA) with a Bachelor of Commerce degree from Laurentian University. In addition, he holds the Certified Financial Planner designation. He is a member of the Chartered Professional Accountants of British Columbia.

Richa Nair, B.A., CIM, FCSI

Investment Counsellor

As an Investment Counsellor, Richa Nair provides portfolio management services and her experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs. She brings over 10 years of financial services experience to her role at Assante Private Client. Prior to joining our team in 2015, Richa held various positions with RBC Dominion Securities and BMO Nesbitt Burns before moving on to start her own financial planning and wealth advisory practice at TD Wealth. Richa holds a Bachelor of Arts degree from the University of British Columbia. She holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). In addition, Richa is life insurance licensed.

Rob Torrance B.Sc.

Investment Funds Advisor

 

 

My goal is to help you with your current and future Investment needs.

Planning is more than saving money for retirement – it’s about helping protect what means the most to you and achieving your short and long-term goals. The first step to achieving your financial goals is creating a financial strategy. I will help you with investments that are tailored to you, flexible enough to meet your changing needs and based on solid insurance and investment products.

Dealing with the complexities of your finances can be overwhelming and time consuming. My aim is to free up your time and manage your financial affairs, strategies and goals, be they saving for retirement, running your own business or building a fruitful legacy to leave to your loved ones. I work closely with my clients to understand their needs, drivers and goals and help them to create robust financial strategies to build a successful future.I am supported by a highly qualified, professional team of lawyers, tax accountants and financial analysts and, together, we will support you to make well-informed decisions about your finances, both now and in an ever-changing future. 

Please don’t hesitate to contact me for a confidential consultation if you are looking for the best possible financial advice which is tailored perfectly to suit your needs, circumstances and lifestyle.

Insurance products and services are provided through CorePlan Financial Inc.