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. 

Bob Mackay

Senior Financial Advisor

Bob Mackay is passionate about taking a complete approach to the wealth planning needs of his clients. He works closely with clients to understand their goals and values in order to design a comprehensive strategy that will meet or exceed them.

With over 25 years of experience, Bob has the knowledge, strategies and support to serve the increasingly complex demands of successful clients. With care and dedication, he integrates each component of his client’s financial situation into a holistic approach to preserve and augment their wealth.

Bob's lifelong love of team sports has cemented his belief that providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. He's able to coordinate all aspects of your financial well-being from investments and insurance to tax and estate planning. Bob will also work closely with your existing team of professionals.

Bob is an avid soccer player, having played recreationally and at the varsity level. He has enjoyed coaching his three kids in soccer as well as attending their various sporting events. In the community, Bob was a 2018 recipient of the Paul Harris Fellow recognition by The Rotary Foundation for his years of committed service to the organization. Bob has a passion for the arts and is a past member of the Art Gallery of Nova Scotia Development Committee. He also participates annually in the Walk to End ALS for the ALS Society.

Recent Posts

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

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Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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How to avoid or minimize the OAS clawback

Jun 18, 2024

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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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

5548 Kaye Street Suite 201
Halifax, Nova Scotia
B3K 1Y5 Canada