Wealth Management Advisor,
Assante Capital Management Ltd. Halifax
We partner with our clients to serve as their financial quarterback to implement wise investment and money management principles that work. With an approach that takes clients’ personal and family concerns into account, and after carefully listening and understanding their goals, we manage our clients’ emotions and maintain the course in following their personalized wealth plan. Being a catalyst for our clients’ estate and wealth planning is not only rewarding, but its also the right thing to do.
Our philosophy is simple in that we work with a team of experts to grow our clients’ wealth and maximize after-tax income. As part of our holistic approach, we work with your accountant, lawyer, etc. to build your plan or we can leverage our in-house investment management team and wealth planning group.
Building upon my B.Comm from Dalhousie University where I studied security analysis and portfolio management, I have successfully completed many Canadian Securities Institute courses, including the Canadian Securities Course and Wealth Management Essentials course.
Having held previous leadership roles with the Progress Club, as well as the “Club Richelieu”, I currently support the MS Society in their annual MS Bike fundraiser. I am also an active member and Director of Recruitment for the Francophone Chamber of Commerce of Halifax. In my spare time, I enjoy tennis and surfing, or I can be found spending quality time my spouse Sunita, and our 2 kids: Ariana and Maya.
If you would like to learn more about our approach to financial planning, or if you have any questions about holistic wealth management, please call 902-407-9925 or e-mail: firstname.lastname@example.org.
Contact Marc by email or phone and set up a meeting today.
videos, case studies & more
Marc Pinet talks discusses talks about one of the first steps in developing a personalized plan in this 66 second video.
Marc Pinet, Conseiller en gestion de patrimoine chez Gestion de capital Assante Ltée, nous parle des premières étapes de l’élaboration d’un plan financier personnalisé.