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. 

Fit Matters

We believe that finding the right personal fit is mandatory for a productive relationship. We fit best with clients who prioritize the simple things in life, who value implementation and follow-up, and proactively communicate with me. You need an advisor to whom you can relate, an Advisor you trust and who understands your specific needs.

The majority of our clients and experience comes from working with people in one of five career groups:

MANAGERS & EXECUTIVES            INCORPORATED PROFESSIONALS          PHARMACISTS     

ENTREPRENEURS                             FARMERS

The result is that over time we have gained valuable experience and understanding of the unique financial planning needs and opportunties of these groups.

In our experience, the best approach to address the unique financial needs of these groups is a team approach. 

Chris Ball, CFP, FCSI, CIM

CERTIFIED FINANCIAL PLANNER

Chris is a Certified Financial Planner and has one of the highest designations in the industry (FCSI – Fellow of the Canadian Securities Institute). Chris has been providing financial planning advice to Canadians for over 20 years. Chris' strength is his ability to simplify financial planning and provide clear and concise advice and plans that his clients understand and commit to. He breaks down your financial plan into a set of smaller, easier to implement plans focused on those specific goals that make up your short and long term objectives. "I focus on being a great communicator, maintaining quality of life goals, having measurable performance and being honest with 100% transparency on fees, etc." A strong believer in giving back to the community and staying active within it, Chris has worked with various children's foundations and has aligned with the Make a Wish Foundation of Canada.

Anyone who has felt the confusion or worry of - Are we missing anything? - or concern over their financial advisor fully understanding their profession knows how valuable finding the right fit can be. If you are looking for an advisor who gets you and can convert ideas into concrete financial decisions, I would be a good fit for you.

— Chris Ball, Certified Financial Planner

 

"It makes it all worth while when a client says 'Thank you for your help with this, it's something we should have done years ago. We can now sleep better knowing this has been taken care of.' That never gets old."

— Chris Ball

 

Events

Cracking The Code: Tax Planning for Small Business Success Webinar

Event date and time from Oct 31, 2024 12:00 PM Atlantic Daylight Time to Oct 31, 2024 01:00 PM Atlantic Daylight TimeOct 31, 2024 12:00 PM Atlantic Daylight Time - Oct 31, 2024 01:00 PM Atlantic Daylight Time

Led by financial experts Chris Ball, CFP®, CIM®, FCSI®, Darrell Dixon CPA, CGA, CBV, and Kaileigh van den Berg, CFA, this session will cover planning for the new capital gains inclusion rate and other tax planning opportunities.

RSVP

Spring Gardening Event

Event date and time from May 22, 2024 12:00 PM Atlantic Daylight Time to May 22, 2024 01:00 PM Atlantic Daylight TimeMay 22, 2024 12:00 PM Atlantic Daylight Time - May 22, 2024 01:00 PM Atlantic Daylight Time

Event location Halifax Tower Hotel , Halifax, NSHalifax Tower Hotel , Halifax, NS

Join best-selling author, Niki Jabbour for our 2024 Spring Gardening Spectacular! Niki will share her expertise on all things gardening and will also introduce us to some beautiful new plants for 2024.

There will be two sessions available, 12 pm and 6:30 pm. 

RSVP

Health is Wealth Panel Discussion

Event date and time from Apr 22, 2024 07:00 PM Atlantic Daylight Time to Apr 22, 2024 08:30 PM Atlantic Daylight TimeApr 22, 2024 07:00 PM Atlantic Daylight Time - Apr 22, 2024 08:30 PM Atlantic Daylight Time

Event location Halifax Central Library - Room 301 5540 Spring Garden Rd, Halifax, NSHalifax Central Library - Room 301 5540 Spring Garden Rd, Halifax, NS

Join us for a lively discussion on how finding balance between your financial, mental, dietary, and physical health is the key to true wealth!

RSVP

Let's get started!

Referral Icons

Chris has helped us develop a personal financial plan. Through continuous review he helps us stay disciplined to the plan and we truly feel he is always looking out for our best interests.

— A & M
Dartmouth, NS

Community Involvement & Social Media

 

  

 

Newsletter Articles

Diversification working on a comeback

Oct 28, 2024

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

Read more

Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

Read more

Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

Read more

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Office Address

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