As a Regional Vice-President, Wealth Planning, Eric Sochasky 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 estate planning strategies for business owners, professionals and other affluent individuals and families.

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Eric joined CI Assante Private Client in 2022 after working in public practice as a senior tax manager at BDO. In his previous role, Eric primarily focused on tax compliance and advisory services to owner-managed companies and their high-net-worth shareholders. This included research and implementation of strategies related to tax minimization and deferral, asset protection, corporate restructuring, business succession and estate planning. Eric has delivered his services across numerous sectors including farming, construction, real estate, professional and manufacturing, to name a few. His overall professional experience of servicing clients in wealth planning matters spans over 15 years.

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Eric is a Chartered Professional Accountant (CPA, CA) who has completed the Canadian Institute of Chartered Accountants’ (now Chartered Professional Accountants of Canada) In-Depth Tax Program. In addition, he holds the Trust and Estate Practitioner (TEP) designation.