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. 

Alex M. Skoke, CFP, FMA

Senior Financial Planning Advisor

Since 1997, Alex has been dedicated to helping families achieve financial independence through a more personalized, informed approach to financial planning. His goal is to earn the confidence and trust of his clients by offering the highest degree of integrity and professionalism, while committing himself to the best interests of his clients.

 He has specialized in retirement, investment, and tax planning for Sobeys employees since 2000 when he began offering retirement information sessions at Sobeys National & Regional offices in Stellarton. As a result of the Sobeys employees’ high level of interest in retirement planning, Alex has developed a customized program to retire Sobeys employees as they transition from pay cheque to pension cheque.

 

Alex has earned the Certified Financial Planner designation, recognized internationally as one of the top professional accreditations. He is also among the advisors in Canada who have attained a mastery level knowledge of wealth management strategies and has been certified as a Financial Management Advisor.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Alex M. Skoke CFP, FMA

Senior Financial Planning Advisor

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

225 Foord Street Suite 2, P.O. Box 1447
Stellarton, Nova Scotia
B0K 1S0 Canada