I have an advisor but I am considering a change.

J. Stewart Galloway

Financial Advisor,
Assante Capital Management Ltd. Halifax


About J. Stewart.

For more than 20 years, I have been helping individuals and families achieve their financial and lifestyle 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 insurance courses.

Contributing to my community is important to me and I was pleased to receive the Nova Scotia Assante Branch Community Service Award in 2005. I continue to serve as the Head Coach for the Saint Mary’s Huskies Soccer Team and I am proud of my team’s performance. With their dedication to excellence, we were able to place in the top three spots in 7 of the last 13 years of the AUS Championships and to finish in the top three in the country in 2 of the last 3 years.

Together with my wife Karla, I am the proud parent of two beautiful daughters, Grace and Anna, who provide daily reminders of what is truly important in life.

MISSION STATEMENT:

As your Financial Advisor, I promise to:

Provide sound financial advice that will allow you to achieve financial peace of mind and create clarity for your future financial and lifestyle objectives.
Help you shape the way you want to live before and after retirement by providing comprehensive advice.
Maintain a close working relationship with you to improve your prospect for financial success in today’s complex financial environment.
Represent you, my client, rather than the investment.
Monitor your portfolio through regular meetings and make recommendations for improvements or adjustments while keeping you up to date on the economic changes in the world that may affect you and your portfolio.
Provide exceptional service in the day-to-day management of your investments.

VISION STATEMENT:

I pride myself in providing professional investment advice. In my practice I continually strive to:

Keep abreast of the latest investment trends, tax laws, estate planning and other vital retirement planning issues through on-going professional development.
Provide personal service that builds relationships in good times 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”.

As part of Assante’s Complete approach 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 of CI Private Counsel LP. for support.

Contact J. Stewart by email or phone and set up a meeting today.

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Contact J. Stewart sgalloway@assante.com