As Regional Vice-President, Wealth Planning, Vanito Pobran works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Vanito has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families. Vanito joined Assante Private Client in 2015 after holding a tax manager position in the Calgary office of KPMG LLP. At KPMG, he worked in their tax group providing tax compliance and planning solutions to individuals and owner-managed businesses.
Prior to this he was a Senior Accountant, Assurance and Business Advisory at Grant Thornton LLP in their Independent Business Group. Vanito has delivered his services across numerous sectors including manufacturing and processing, aviation, engineering, hospitality, real estate and construction. His overall professional experience in wealth planning exceeds 9 years. Vanito is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Saskatchewan and he holds the Certified Financial Planner (CFP) designation. He is a member of the Chartered Professional Accountants of Alberta, the Canadian Tax Foundation and has completed both the CICA In-depth tax course and the CICA In-depth tax issues for the owner-managed business 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.