Assante Capital Management Ltd. Halifax
For more than 25 years, I have been helping individuals, families and small businesses 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 had the privilege to serve as the Head Coach for the Saint Mary’s Huskies Soccer Team for 22 years and was proud to see my players produce 159 regular season wins, 7 AUS titles and 10 trips to National finals where the Huskies returned with 3 silver and 2 bronze medals. I have also been recognized by my peers as 6 time Atlantic University sport Coach of the year, and a 2 time CIS national coach of the year. After my retirement in 2014, I was awarded the extreme honour of being inducted into the Saint Mary’s University Sport Hall of Fame.
Together with my wife Karla, I am the proud parent of two beautiful daughters, Grace & Anna, who provide daily reminders of what is truly important in life.
My community service is now dedicated to the development of a new generation of athletes. I currently coach West End Steelers Basketball Girls Under 10, and Under 12. People ask me why I coach — for me it’s all about building confidence in kids.
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.
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.