Marc Pinet
CFP®, CIM®, RIS, BComm
Wealth Management Advisor
[email protected]
902.407.9925
5548 Kaye St., Suite 201
Halifax, NS B3K 1Y5
My focus as a Wealth Management Advisor is to build and maintain strong client relationships over the long term.
I am a Certified Financial Planner (CFP®) professional, Chartered Investment Manager (CIM®), and Responsible Investment Specialist (RIS), recognized internationally as the top professional accreditation in my field.
Being a catalyst for my clients’ wealth accumulation and protection is a core value of my practice. I achieve this by carefully understanding a client’s personal and family goals.
I work with individuals, couples, and business partners to help them recognize each other’s perspectives on money, and together we build a comprehensive, client-focused financial plan. This results in a wealth plan that will keep their goals on track and allow necessary adjustments to be made to the plan as changes in their personal circumstances arise.
Equally as important as making a difference in clients’ lives, I have a strong passion for making a difference in my community. Having grown up in a small Acadian community on the north shore of New Brunswick, I learned the importance of giving back. I currently sit on the Conseil Scolaire Acadien Provincial board and have previously held leadership roles with the Francophone Chamber of Commerce of Halifax, Progress Club, and the “Club Richelieu.” I have also participated in the Ride for Cancer and MS Ride here in Halifax.
In my spare time, I enjoy tennis and surfing. I can also be found travelling, cooking, or playing games with my spouse, Sunita, and our two children, Ariana and Maya.
If you would like to learn more about my approach to financial planning or have any questions about holistic wealth management, please call (902) 466-0574 or email [email protected]. You can also follow me on Facebook and LinkedIn.
Meet Marc
With a strong belief in giving back to the community, I am currently an elected member on the board of the Conseil scolaire acadien provincial (CSAP), the provincial francophone school board. This year, I have also contributed to the search for a cure for cancer by doing my first Ride for Cancer. I have an obvious love for cycling, along with a passion for surfing the waves of NS. In my personal time, I love spending time with my spouse, Sunita and our 2 kids, Ariana and Maya.
Rencontrer Marc
J’ai une forte croyance qu’il faut redonner à la communauté. Je tiens présentement le poste de membre élu du conseil d’administration du Conseil scolaire acadien provincial (CSAP), qui est le conseil scolaire provincial francophone. Cette année, j’ai également participé à la levée de fonds contre le cancer en faisant mon premier Cyclo-défi (Ride for Cancer) à Halifax. J’ai un amour évident pour le cyclisme, ainsi qu’une passion pour surfer sur les vagues de la Nouvelle-Écosse. Dans mon temps personnel, j’aime passer du temps en famille avec ma conjointe Sunita et nos 2 enfants, Ariana et Maya.