Assante advisors in Nova Scotia with published wealth management information

At Assante, we simplify your life by meeting all of your wealth management needs in one place. 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,…

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 t…

…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, which offers a comprehensive and…

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 and comprehensive approach…

The most important part of any financial plan is that all of the parts are working together. Is your plan tax efficient? Are your investments working together to help you reach your financial goals? As a CERTIFIED FINANCIAL PLANNER professional, I make sure your total financial picture is logical, efficient and working towards your goals. I often find a few simple changes can make a difference to a clients bottom line.

With tax implications to each and every element of your integrated wealth plan, we can recommend strategies designed to minimize the tax burden on your income and investments. Remember, it’s not so much what you make that counts – it’s what you keep. Strategy, discipline and long-range planning are all well and good but you can’t put life on hold. What about the here and now? Your integrated wealth management plan needs to be…

…business, a job, raising a family, or giving to charity, I want to help you. As part of Assante’s Complete approach to wealth management, our advisors will work 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…

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.

You can additionally feel secure knowing that your financial needs are supported by the exceptional investment management team and wealth planning group available through Assante’s sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.

…dition of Atlantic Business Magazine No one knows about raising a beacon of hope better than the financial advisors and wealth management professionals at Assante Hydrostone in Halifax. For 30 years, this innovative practice has helped scores of small and medium sized businesses in the Atlantic Provinces shine a light through some of the darkest times. Times like these. It’s not hard to understand how: They see the big picture…

…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 Montréal, he has a Certified Financial Planner certification and also holds the Canadian…

…tyle goals. Working with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance my clients’ lifestyle choices today and in the future. Building on a Bachelor of Arts and a Bachelor of Business Administration from the University of New Brunswick, I have continued my education each year through tax, investment, estate and ins…

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Assante Capital Management Ltd., however, you can benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.