Assante advisors in Nova Scotia with published comprehensive financial planning information

…has been dedicated to helping families achieve financial independence through a more personalized, informed approach to financial planning. His goal is to earn the confidence and trust of his clients by offering the highest degree of integrity and professionalism, while committing himself to the best interests of his clients. He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he…

…s. If you would like to discuss how I can help you with your retirement planning, please do not hesitate to set up an appointment. I look forward to meeting you. Financial planning provided by Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.

Raising a family in Canada comes with a lot of joy—and a lot of financial responsibility. Between saving for your children's education, paying down your mortgage, planning vacations, and preparing for retirement, it's easy to feel pulled in every direction...

…se. Darryl started his career as a financial planner at Investors Group, before moving on to Assante (then known as The Financial Planning Group) in 1997. Darryl’s strong belief in giving back and supporting the community prompted an initiative to ask clients to make a donation to a charity or not for profit association in lieu of payment for his tax return* services. A different charity is chosen each year and in the past he’…

…onal 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 parent…

…everyone incurs debt at some point in their lives and that’s why debt management should play a fundamental role in your financial planning. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any upcoming financial commitments or unforeseen expens…

Understanding the estate planning process and options that are right for you can be a complex undertaking. Yet, it is crucial to ensure your affairs are put in order, your assets are protected, and your final wishes are honored. Regardless of your age, an estate plan is vital for: Ensuring your property is seamlessly transferred to loved ones with as few legal hurdles as possible. Minimizing tax liabilities for property and as…

Rob Taylor can help you find clarity and build a finely-tuned plan specific to your own life. Helping clients understand all of the information presented and make informed decisions is Rob’s specialty. Many times a client will come to Rob from another financial advisor, feeling like they lack clarity and understanding of their own portfolio. Rob’s goal is to make everything crystal clear. Rob can show you how to pinpoint what …

Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning. Aside from a Business Management certificate from Université du Québec à Montr…