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. 

Brad Compton

Investment Advisor

I work with a team of dedicated financial professionals to provide a legendary customer experience to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events.

I help my clients with the following:

– Tax efficient retirement planning and wealth protection
– Trust and estate planning
– Saving for children’s education
– Insurance needs
– Business succession planning
– Charitable giving solutions

I take the time to listen to my clients’ wants and needs which not only allows me to build a comprehensive, personalized wealth plan, but more importantly it provides my clients with peace of mind and a worry-free retirement.

I am focused on managing my clients’ risk and I invest their money as if it were my own, which will ultimately allow my clients to retire on their terms.

My clients consider me to be their most trusted advisor, but most importantly, I am their voice of reason during volatile financial markets.

If you would like to discuss how I can help you with your retirement planning, please do not hesitate to set up an appointment. I look forward to meeting you.

 

Financial planning provided by Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly-owned subsidiary of CI Financial Corp. Assante Private Client and the Assante Private Client design are registered trademarks of CI Investments Inc.

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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