Assante Financial Management Ltd. Halifax
With over 20 years experience as a Financial Advisor, what I have enjoyed most is the relationships that I have built with my clients. It has been a pleasure to watch their families grow and mature and to be able to assist them with making sound financial decisions that allow them to live their lives and feel secure about their future.
Successful investing and financial planning involves the coordination of a variety of investment vehicles. I offer my clients the personal touch of individualized account management.
In wealth creation and capital preservation, flexibility and understanding are key factors in developing the right investment portfolio for each client. Prudent tax planning, cash flow management, and asset performance management are fundamental components of an effective financial plan. I am able to explain complex tax and investment strategies in simple terms to allow my clients to make informed decisions about their current and future financial needs.
Simply put, my main focus is to provide clear options and recommendations to my clients to help them protect and improve their net worth so they can live well today and be confident of a financially secure future.
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.