Dario Bon – My Story

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

Dario joined CI Assante Private Client in 2022 after working in public practice as a senior tax manager for four years within KPMG’s Enterprise Tax Group in Calgary and Vancouver. Prior to that, he worked as a tax advisor at a firm based in Calgary, previously named Moodys Gartner Tax Law LLP. He also had several successive roles with a local Vancouver firm called Manning Elliott since the start of his career as a designated accountant. In his previous roles, Dario primarily focused on tax compliance and advisory services to owner-managed companies and their high net-worth shareholders, which included planning, research and implementation of strategies related to tax minimization and deferral, asset protection, corporate restructuring and wealth, property, and business succession. His overall professional experience of servicing clients in wealth planning matters spans over a decade.