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. 

Blaine Conrad, CFP, B.Comm.

Investment Advisor

Graduated with a BComm in Finance and Economics from Saint Mary's University in 1988. Previous to that a BSc graduate of Dalhousie University in 1986. Sciences really did not appeal to me, however Finance really did. Personally invested through portfolio managers since 1986. Took on a sales position with DuroTest Canada in September 1988 to gain people skills. Became Atlantic Regional manager in January 1989. Trained and supported a sales team. Resigned in 1997 and began my Finance career with Ramey Investments in January 1997. Obtained Certified Financial Planner designation in 2002. March 2016, Ramey Investments joined Assante Financial Management Ltd. Been very happy to service my clients for insurance and investment advice since 1997.

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Private Markets: Credit Over Equity

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Consider the timing of leaving an inheritance

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You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

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In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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Blaine Conrad CFP, B.Comm.

Investment 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

72 Portland Street
Dartmouth, Nova Scotia
B2Y 1H6 Canada