The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Alain Savard

Investment Advisor

The Tracking Engineer

Welcome to my website!

My name is Alain Savard. I am a husband, father, step-father, mechanical engineer, business owner, former naval officer, and investment advisor.

Every investor is different, just like every advisor is different.

As a client, I would be an advisor’s worst nightmare. Because I am very high maintenance. I watch the markets and physically record the value of my investment portfolio every single day. Why? Because I need to know. This is who I am. I was born this way and I will die this way. I know it. And I assume it.

I am intense, passionate, organized and extremely disciplined. Keeping on top of things provides me with peace of mind. I am a perfectionnist who likes to go the extra mile. And this, is exactly why I became an investment advisor.    

Although you may never want to be married to someone like me (god help my wife), do you see any downside to having such an individual look after your financial affairs?

I record the value of my clients’ portfolio every day (just like I do mine). I keep them posted on what is happening in the markets through a weekly email. And I personally contact them when things are not going our way – just to make sure that they are doing alright.

As an Assante advisor, I offer the same services as my 800 or so colleagues across the country. But this hands-on approach is what makes me different.

So if working in close communication with an advisor who will watch your money like a hawk is likely to provide you with extra peace of mind, then please give me a call.

Sincerely,

Alain (the tracking engineer)

P.S. Originaire de la belle ville de Quebec, il me fait plaisir d'offrir un service bilingue.

Recent Posts

It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Buy low, sell high—the challenges and opportunities

Jun 15, 2022

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

99 Wyse Road Metropolitan Place - Suite 1220
Dartmouth, Nova Scotia
B3A 4S5 Canada