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.

Recent Posts

The Next Wave in Emerging Markets

Jun 27, 2025

Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....

Read more

How vacation property upgrades save tax

Jun 26, 2025

Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

Read more

Adopting a time-horizon mindset

Jun 26, 2025

It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

1361 Bedford Highway
Bedford, Nova Scotia
B4A 1C5 Canada