Senior Financial Planning Advisor,
Assante Capital Management Ltd. Halifax
Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning.
Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner (CFP) accreditation and also holds the Canadian Investment Manager (CIM) designation.
Robert-Yves is strongly positioned to provide integrated wealth management solutions to individuals and families in several provinces in both official languages. Through his firm, he has access to experts in investment analysis, portfolio management, tax lawyers, accountants, insurance specialists, wealth planners, as well as banking and mortgage specialists.
Passions and Involvement
In his spare time, Robert-Yves loves to play traditional music with friends and enjoys working on his hobby farm. He also serves on the board of a couple of not-for-profit organizations within his community.
Complete Financial Planning
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 Robert-Yves by email or phone and set up a meeting today.
videos, case studies & more
Closing The Gap Between Your Retirement Plans And Your Goals
Robert-Yves Mazerolle, Senior Financial Planning Advisor, Assante Capital Management Ltd. gives a brief explanation of responsible investing in this 80 second video.
Durant ce vidéo de 80 secondes, Robert-Yves Mazerolle explique brièvement l’Investissement responsable.
Approche d’équipe pour la planification financière