Wealth Matters: Aligning your values with your wealth

In 2009, Serena Hak began her career in the philanthropic sector working with youth to help them better understand the importance of social consciousness. Today, she is the Executive Director & Partner of The Donor Motivation Program®, a Senior Associate at CI Private Wealth, and the Head of Philanthropic Services for Assante Wealth Management. Serena is committed to helping Canadians better integrate their generosity goals with their wealth. Serena is a frequent national speaker, educator, and author on charitable giving. She has been featured in publications such as the Globe and Mail and the National Post and sits on numerous boards including the Canadian Association of Gift Planners and Benefaction Foundation. Serena attended Western University and holds the Master of Finance Adviser - Philanthropy (MFA-P™) designation. Serena is truly passionate about breaking down the barriers and bridging the gaps between the for-profit and non-profit sectors.

As Regional Vice-President, Wealth Planning, Dilmini works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Dilmini has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families. Dilmini joined CI Assante Private Client in 2019 after practicing estates law in private practice. During her time in private practice. During her time in private practice, she worked both as an estate planning lawyer and represented clients in estate litigation matters. Dilmini assisted clients with establishing and implementing individualized estate plans that prioritized their wishes and views with respect to legacy building. As a litigator, she represented beneficiaries, estate trustees, and guardians for property and personal care. Dilmini has appeared before all levels of Court in Ontario. Dilmini is a lawyer with a Bachelor of Law degree from the University of Birmingham (UK) and a Bachelor of Science degree from York University. She is a member of the Law society of Upper Canada and the Society of Trust and Estate Practitioners.