Become part of our team in an open dialogue to begin assessing your tax, business, and personal financial affairs. We immerse ourselves collaboratively in your business to create a plan that gives you the freedom to grow. Our experts know the dental profession, so we can ensure that you have a plan that is optimized for your financial needs.

MIKE LAKHANI, B.Comm, F.C.C.A., C.G.A., CFP, R.F.P.

Mike is an accountant with ITCC Tax & Accounting Inc. Having worked in the business since 1987, he brings expertise in tax planning, accounting, and personal financial planning to dental clients. Mike manages a "Family Office," a one-stop center for dentists, aligning clients' dental practices with their personal lives. With access under one roof to expert seasoned professionals for tax planning, accounting, cash management, practice issues, retirement planning, structured portfolios, estate planning and insurance, each client's unique needs are efficiently implemented.

He is also one of Assante Financial Management Ltd.'s top financial advisors and he leads Assante's largest branch network with client assets under administration exceeding $1.6 billion. Prior to joining Assante, Mike was the president and founding member of Investment and Tax Counsel Corp.

With an ongoing goal to be among the best in an industry where knowledge and keeping up to date with the latest changes is critical, Mike holds several professional designations, including Fellow of the Association of Chartered Certified Accountants, Certified General Accountant, Chartered Financial Planner, and Registered Financial Planner. Mike believes in combining professional dedication and personal commitment to offer creative planning in the context of a personal and caring relationship. As a result, together with his partners, Stive Farronato and Chris Molloy, he continues to be inspired by his clients and co-authors the one of a kind newsletter called Tax Matters for Dentists.

STIVE FARRONATO, CA, CFP
A Chartered Accountant and financial planning advisor, Stive specializes in providing advanced tax planning strategies for the dental professional. Stive graduated from the University of Toronto in 1989. After articling for two years, he received the Chartered Accountant (CA) designation in 1992 and his Certified Financial Planning (CFP) designation in 1998. Previously, Stive worked in public practice from 1989 to 1993 and with the Canada Revenue Agency from 1993 to 1995. Stive joined Mike Lakhani's team in 1995 and became an advisor with Assante Financial Management Ltd. in 2001. Between 1995 and 2001 he worked for ITC Capital Corp, IPC Investment Corp and Tax Counsel Corp. He is a co-author of Tax Matters for Dentists.

CHRIS MOLLOY, B.A.Sc., CFP
A financial planning advisor with Assante Wealth Management Ltd. and co-author of Tax Matters for Dentists, Chris has over fifteen years of experience advising clients on tax, investment, and estate planning strategies to achieve their financial goals. Chris believes in helping clients make informed choices and takes great pride in developing comprehensive financial plans for dentists. Chris was with Investment and Tax Counsel from Feb 1996 to Dec 2001. Chris joined Assante Financial Management Ltd. in December 2001.