I have an advisor but I am considering a change.

David Banks

Financial Planner,
Assante Capital Management Ltd. Halifax

About David.

It is with heavy hearts that we announce the recent passing of David Banks. We have lost one of our Assante family members, a dear friend and valued colleague. I am sure those who knew David would agree that David was a very special person.  Our hearts go out to his wife and partner Sharie, their two sons and the entire Banks family.

As many of you know, David fought a long and courageous battle with cancer, facing his condition head-on with strength, humour and optimism. His positive mindset made a significant impact on everyone in our office and will never be forgotten. We’ll miss David’s infectious smile, jokes and his love and passion for his clients.

David started with Assante in October 2000, building long-lasting relationships with his clients and providing outstanding service and advice. He was always the first to volunteer for Assante Hydrostone events and was active within his community and church. A long-time supporter of L’Arche Halifax, an organization dear to his heart. David is the reason the annual fundraising golf tournament started 11 years ago.

As many of you are aware, David joined forces with the Dave Jones and Chris Rafuse team here at Assante Hydrostone a little over 3 years ago in order to better serve and grow his client base as well as to proactively prepare for his eventual transition into retirement. With that move, David was able to surround himself with a solid team of professional partners and support staff to assist he and Sharie with the practice.  That decision has proven to be invaluable given the unfortunate circumstances that have unfolded over the last 3 years.  This also means that the team is here to support you, your accounts are being monitored and well looked after in spite of us losing our dear friend David. We also wanted to inform you that Sharie will continue to work with all of David’s clients as a valuable member of the team that has been in place and working with David since he joined our practice in early 2016.

Should you have any immediate needs, please don’t hesitate to reach out to Joeline MacDonald, joeline.macdonald@assante.com, 902-482-3028 and she will assist with setting up a call or an appointment with either Chris Rafuse or David Jones.  We look forward to building on the solid relationships already fostered. We will continue to provide the highest level of service for your personal, business, financial and estate planning needs.

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

Contact David dbanks@assante.com