Emily Rae | Assante Advisor Profile

Published profile overview

For more than 30 years, I have been helping individuals and families work towards their financial goals. I am committed to excellence in client care, with a balanced approach to investing and a specialty in Retirement and Estate Planning. I deliver high-quality advice and integrated wealth management solutions that simplify and enhance the lives of my clients. I am a CFP® professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses. Many clients have complex needs, as part of my financial planning approach, I will work with your current accountant, lawyer, and other professionals to build a plan that is fully integrated with all aspects of your finances. I have a family focused practice and this might include working with your family members, adult children starting out, aging parents needing help. The client experience includes frequent reviews and monitoring of the benchmarks and timelines with updates as your circumstances change. Due to the complexity of the Retirement and Estate Planning process, I am currently working with new clients that meet the minimum investable assets level of $300,000 and above. We do have other team members who may be able to assist you if you do not meet this minimum, please feel free to reach out. I have been a featured guest and money expert on CBC Radio Maritime noon and CBC Radio Maritime Connection. I have also been a financial expert in several publications including The Globe and Mail, The Canadian Press, The Chronicle Herald, Advisor’s Edge and Investment Executive. Please contact me at erae@assante.com or 902 492 0043.

Published content areas

These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.

Senior Financial Planning AdvisorBecoming a clientConsultationMonitor and ReviewSolutions

Evidence-backed planning topics

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Cash flow and debt management Comprehensive financial planning Estate and legacy planning Investment planning Retirement income planning Retirement planning Tax planning Wealth management

Published profile evidence

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Senior Financial Planning Advisor

For more than 30 years, I have been helping individuals and families work towards their financial goals. I am committed to excellence in client care, with a balanced approach to investing and a specialty in Retirement and Estate Planning. I deliver high-quality advice and integrated wealth management solutions that simplify and enhance the lives of my clients. I am a CFP® professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses. Many clients have complex needs, as part of my financial planning approach, I will work with your current accountant, lawyer, and other professionals to build a plan that is fully integrated with all aspects of your finances. I have a family focused practice and this might include working with your family members, adult children starting out, aging parents needing help. The client experience includes frequent reviews and monitoring of the benchmarks and timelines with updates as your circumstances change. Due to the complexity of the Retirement and Estate Planning process, I am currently working with new clients that meet the minimum investable assets level of $300,000 and above. We do have other team members who may be able to assist you if you do not meet this minimum, please feel free to reach out. I have been a featured guest and money expert on CBC Radio Maritime noon and CBC Radio Maritime Connection. I have also been a financial expert in several publications including The Globe and Mail, The Canadian Press, The Chronicle Herald, Advisor’s Edge and Investment Executive. Please contact me at erae@assante.com or 902 492 0043.

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Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.

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Consultation

The initial appointment is no cost, informal chat about your current situation and financial goals. The discussion will focus on what is working and what you would like to change. If there is a good fit between what you would like to achieve and the services I can provide, a second appointment is booked.

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Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax laws and economic realities.

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Solutions

You will be provided with a customized financial strategy that will identify and offer solutions to address your challenges and financial goals.

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ADVISOR-SPECIFIC KNOWLEDGE

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