Meet the teams behind
your financial journey
Great financial advice is built on strong relationships and collaboration. Our teams bring together advisors and support professionals who work together to understand your goals and help you make confident financial decisions.
Ball Team
Blackburn/Stewardson Team
Galloway Team
Jones/Rafuse Team
Kingston, NS Team
Langille Team
Mackay Team
New Brunswick Team
Stellarton, NS Team
Sustainable Wealth Family Office
Taylor/Rae Team
Branch Team
Ball Team
Chris Ball
CFP®, CIM®, FCSI®
Senior Financial Planner
CI Assante Wealth Management Ltd.
Halifax, NS
Beth Duarte
Administrative Associate
Halifax, NS
Blackburn/Stewardson Team
Galloway Team
Stewart Galloway
BA, BBA
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Leah LeBlanc
Administrative Assistant
Halifax, NS
Jones/Rafuse Team
David Jones
CPA, CA, CFP®
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Chris Rafuse
B.Comm, CPCA
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jane Smith
Senior 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
Corey Stover
PFP®, BBA
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Lorraine Micallef
Administrative Assistant
Halifax, NS
Kari Litle
Administrative Assistant
Halifax, NS
Joeline Kielbratowski
Associate Financial Advisor
Halifax, NS
Kingston, NS Team
Don Rawding
CFP®, R.F.P®, CLU®, ChFC®
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Greenwood, NS
Ann Barnes
Administrative Assistant
Kingston, NS
Langille Team
Mike Langille
BBA, PFP®
Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Bavy Gill
Administrative Assistant
Halifax, NS
Mackay Team
Bob Mackay
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Danah MacDonald
Associate Financial Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Natasha Dowding
CFA
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Valerie Eddy
Client Service Administrator
Halifax, NS
New Brunswick Team
Richard Alderman
FCSI®, CFP®, FMA
Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB
Bernie Holland
BBA, CFP®
Senior Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB
James Adair
Financial Advisor
CI Assante Wealth Management Ltd.
Fredericton, NB
Chantal Gale
Associate Financial Advisor
Fredericton, NB
Susan Howe
Administrative Assistant
Fredricton, NB
Stellarton, NS Team
Alex M. Skoke
CFP®, CIM®, FMA
Financial Planning Advisor
CI Assante Wealth Management Ltd.
Stellarton, NS
Denise Skoke
Administrative Assistant
Stellarton, NS
Sustainable Wealth Family Office
Richard Nickerson
CFP®, RIAC
Senior Financial Planning Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jennifer Rideout
PFP®
Wealth Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Sam Wile
RIS
Investment Advisor
CI Assante Wealth Management Ltd.
Halifax, NS
Jennifer Morris
Communications Associate
Halifax, NS
Ashley Bourque
Administrative Assistant
Halifax, NS
Taylor/Rae Team
Rob Taylor
B.A. (Econ), CIM, FCSI®
Senior Financial Planner
CI Assante Wealth Management Ltd.
Halifax, NS
Emily Rae
CFP®
Senior 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
Denise Pero
Manager of Client Administrative Services
Halifax, NS
Adam Tucker
Administrative Assistant
Halifax, NS
Beth Duarte
Administrative Associate
Halifax, NS
Branch Team
Glenn Stewardson
Financial Planning Advisor
Halifax, NS
Jody Garner
Business Manager
Halifax, NS
Madison Smith
Marketing & Events Coordinator
Halifax, NS
Sasha Miller
Marketing Assistant
Halifax, NS
Maggie Reed
Branch Receptionist
Halifax, NS