Tina Tehranchian, MA, CFP®, CLU®, CHFC®, MFA-PTM (Philanthropy)

Senior Wealth Advisor, Assante Capital Management Ltd.

About Tina Tehranchian

A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, MFA-PTM , is a senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.

Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011.

In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women’s Executive Network’s Canada’s Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), The International Alliance for Women’s World of Difference Award (2019), and the Brilliant-Minded Women Foundation’s Award for Supporting the Arts (2017).

Typical Clients

Philanthropic Canadians who are interested in multiplying their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries, as well as successful business owners and self-employed professionals who want to grow their wealth and develop sound financial and estate plans.