A team of experts who are here to help.
Advisors
Bob Mackay
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Chris Ball
CFP®, CIM®, FCSI®
Senior Financial Planner
CI Assante Wealth Management Ltd.
Halifax, NS
Chris Rafuse
B.Comm, CPCA
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Corey Stover
PFP®, BBA
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Danah MacDonald
Associate Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
David Jones
CPA, CA, CFP®
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Emily Rae
CFP®
Senior Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Glenn Stewardson
CFP®, FMA, MFA-P™
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jane Smith
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jennifer Rideout
PFP®
Wealth Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jessika Blackburn
PFP®, QAFP
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Marc Pinet
CFP®, CIM®, RIS, BComm
Wealth Management Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Natasha Dowding
CFA
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Richard Nickerson
CFP®, RIAC
Senior Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Rob Taylor
B.A. (Econ), CIM, FCSI®
Senior Financial Planner
CI Assante Wealth Management Ltd.
Halifax, NS
Sam Wile
RIS
Investment Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Stewart Galloway
BA, BBA
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Sheumas MacDonald
CFP®
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Mike Langille
BBA, PFP®
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Blake Cluff
CFA, CFP®, CIM®
Associate Portfolio Manager & Wealth Advisor
CI Assante Wealth Management Ltd.
Toronto, ON
Gary Bliss
FCCA, CPCU®, MA
Investment Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Bernie Holland
BBA, CFP®
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB
Richard Alderman
FCSI®, CFP®, FMA
Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB
D. Philip Heffernan
Investment Advisor
CI Assante Wealth Management Ltd.
Rothesay, NB
Don Rawding
CFP®, R.F.P®, CLU®, ChFC®
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Greenwood, NS
Alex M. Skoke
CFP®, CIM®, FMA
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Stellarton, NS
James Adair
Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB