Assante advisors in Nova Scotia with published investment planning information

…your main source for all of your wealth needs, I can help you make the right decisions. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Life Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.

…ell-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

…lients. With access to a wealth of tools and resources, our advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Global Asset Management, and CI Assante Private Client, a division of CI Private Counsel LP. Our core values of integrity, passion and professionalism drive our business. It's through our all-encompassing approach, w…

…it comes to investing, it is a disciplined approach that pays the greatest dividends. We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap prog…

Our Private Client services offer our high net-worth clients wealth management solutions that integrate Investment Management with Wealth Planning as well as personalized advice for a comprehensive approach to managing their financial affairs. With the expertise and advice of specialists in our group, we develop detailed Financial and Estate Plans for our Evolution clients. For individuals and families with sophisticated and c…

…k with your current accountant, lawyer, insurance provider etc. to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support. If you are interested in working with a financial advisor who can guide you clearly to answering your own question of “a…

Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Financial Corp.

…nning. Whether you are more comfortable with saving, or taking a calculated risk, I will help you implement your custom investment strategy that includes a broad range of best-in-class products and services. As an Assante client, you additionally enjoy exclusive and preferential access to the customized United Financial brand of solutions managed by CI Investments Inc. (http://www.ci.com/home.jsp). High net worth clients with…

…es and provides support in tough times. Follow a conservative investment philosophy with a strong emphasis on strategic diversification. Provide access to intelligent investment management customized to respond to my clients’ needs with advice that will offer the potential for growth with an emphasis on capital preservation and minimization of tax. Add value by educating my clients. “The best client is a well-informed client”.