I have an advisor but I am considering a change.

David Banks

Financial Planner,
Assante Capital Management Ltd. Halifax

About David.

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

Contact David dbanks@assante.com