Bob Mackay is passionate about taking a complete approach to the wealth planning needs of his clients. He works closely with clients to understand their goals and values in order to design a comprehensive strategy that will meet or exceed them. With over 25 years of experience, Bob has the knowledge, strategies and support to serve the increasingly complex demands of successful clients. With care and dedication, he integrates each component of his client’s financial situation into a holistic approach to preserve and augment their wealth. Bob's lifelong love of team sports has cemented his belief that providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. He's able to coordinate all aspects of your financial well-being from investments and insurance to tax and estate planning. Bob will also work closely with your existing team of professionals. Bob is an avid soccer player, having played recreationally and at the varsity level. He has enjoyed coaching his three kids in soccer as well as attending their various sporting events. In the community, Bob was a 2018 recipient of the Paul Harris Fellow recognition by The Rotary Foundation for his years of committed service to the organization. Bob has a passion for the arts and is a past member of the Art Gallery of Nova Scotia Development Committee. He also participates annually in the Walk to End ALS for the ALS Society.
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Senior Financial AdvisorA Complete Approach to Wealth Management
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Senior Financial Advisor
Bob Mackay is passionate about taking a complete approach to the wealth planning needs of his clients. He works closely with clients to understand their goals and values in order to design a comprehensive strategy that will meet or exceed them. With over 25 years of experience, Bob has the knowledge, strategies and support to serve the increasingly complex demands of successful clients. With care and dedication, he integrates each component of his client’s financial situation into a holistic approach to preserve and augment their wealth. Bob's lifelong love of team sports has cemented his belief that providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. He's able to coordinate all aspects of your financial well-being from investments and insurance to tax and estate planning. Bob will also work closely with your existing team of professionals. Bob is an avid soccer player, having played recreationally and at the varsity level. He has enjoyed coaching his three kids in soccer as well as attending their various sporting events. In the community, Bob was a 2018 recipient of the Paul Harris Fellow recognition by The Rotary Foundation for his years of committed service to the organization. Bob has a passion for the arts and is a past member of the Art Gallery of Nova Scotia Development Committee. He also participates annually in the Walk to End ALS for the ALS Society.
At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
