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Our Extended Team

James Sturdy
James Sturdy

Vice-President, CI Investments.



As Vice-President at CI Investments, James works with advisors throughout Alberta, Saskatchewan and Manitoba to help develop tailored investment solutions for their clients using the firm’s diverse product lineup. In this role, James regularly meets with the portfolio managers and product designers at CI Investments to gain an in depth understanding of these financial products and solutions*, sharing this information with financial professionals in his region. With 15 years experience in the financial services industry, his deep understanding of financial products, combined with the analysis of advisor practices, puts him in a unique consultative position to assist us in better meeting our clients’ needs. James began his career working at an independent financial planning office developing investment portfolios for a wide range of individual and corporate clients. James holds the Certified Coach Practitioner designation. * 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 United Financial, a division of CI Private Counsel LP.


Thomas Holmes
Thomas Holmes

B.Comm., CPA, CA

Regional Vice-President, Wealth Planning

United Financial, a division of CI Private Counsel LP

 

As Regional Vice-President, Wealth Planning, Thomas Holmes works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Thomas has a particular focus on tax and financial planning strategies for business owners, professionals and other affluent individuals and families.

Thomas joined Assante Private Client in 2015 after holding a senior tax manager position in the Winnipeg office of BDO Canada LLP. At BDO, 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 Advisory at Deloitte and Touche, LLP in their Private Company Services group. Thomas has delivered his services across numerous sectors including agriculture, manufacturing, retail, hospitality, construction and real estate. His overall professional experience in wealth management exceeds 9 years.

Thomas is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce from the University of Manitoba. He is a member of the Institute of Chartered Accountants of Manitoba, the Canadian Tax Foundation and the Estate Planning Council of Winnipeg. He has completed the CICA In-Depth Tax Course and has acted as a group leader for this course.