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, CIM, CFP®, FCSI®

SENIOR FINANCIAL PLANNER, CFP®

Chris is a Senior 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

Gather & Grow Gardening Event

Event date and time from May 20, 2026 11:00 AM Eastern Daylight Time to May 20, 2026 05:30 PM Eastern Daylight TimeMay 20, 2026 11:00 AM Eastern Daylight Time - May 20, 2026 05:30 PM Eastern Daylight Time

Event location Sandman Signature Hotel 973 Wilkinson Ave, Dartmouth, NSSandman Signature Hotel 973 Wilkinson Ave, Dartmouth, NS

We would like to invite you to attend our annual gardening event with Nikki Jabbour. This year, we have incorporated a charitable partner - Hope Blooms. There will be three identical sessions at 11:00am, 1:30pm and 3:30 pm on May 20th 2026.
Please note that this event fills up quick, so grab your tickets now! 

RSVP

Perspective on the Market Dinner

Event date and time from Mar 25, 2026 06:00 PM Atlantic Daylight Time to Mar 25, 2026 08:00 PM Atlantic Daylight TimeMar 25, 2026 06:00 PM Atlantic Daylight Time - Mar 25, 2026 08:00 PM Atlantic Daylight Time

Event location Inn on the Lake 3009 Nova Scotia Trunk 2, Fall River, NSInn on the Lake 3009 Nova Scotia Trunk 2, Fall River, NS

We invite you to join us for dinner with Greg Giffin, who will share his insight on current global market conditions.

Please join Chris Ball, Senior Financial Planner of CI Assante Wealth Management Ltd & Greg Giffin, VP Sales, CI Global Asset Management, who will share insights on current global market conditions and what history tells us might happen in the future.

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

Chris Ball CIM, CFP®, FCSI®

SENIOR FINANCIAL PLANNER, CFP®

Community Involvement & Social Media

 

  

 

Newsletter Articles

Uncertainty Weighs on Equities (Again): Lessons from Past Market Cycles

Apr 28, 2026

Geopolitical conflict, oil prices, and midterm elections may keep investor sentiment cautious—but history shows there’s reason for hope....

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Saving, spending and spouses

Mar 24, 2026

When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....

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Helping your child buy a home

Mar 24, 2026

With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....

Read more

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Office Address

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