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

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Spring Gardening Event

May 25, 2022 12:00 PM Atlantic Daylight Time - May 25, 2022 01:00 PM Atlantic Daylight Time

Zoom , ,

Join best-selling author, Niki Jabbour for our 2022 Spring Gardening Spectacular! In this webinar, Niki will share her expertise on all things gardening and will also introduce us to some beautiful new plants for 2022.

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

RSVP

Perspective on the Market & AGM

Mar 09, 2022 06:00 PM Atlantic Standard Time - Mar 09, 2022 09:00 PM Atlantic Standard Time

Lion's Head Tavern , Halifax, NS

As a valued client, we would like to share with you our results for 2021 and how we are building a stronger Financial Planning business for the future. Please join Chris Ball at his AGM & Greg Giffin, VP Sales, CI Investments Inc., who will share his insight on current global market conditions and what history tells us might happen in the future.

RSVP

Client Family Movie Event: Exclusive Showing of “Encanto”

Nov 28, 2021 08:45 AM Atlantic Standard Time - Nov 28, 2021 11:00 AM Atlantic Standard Time

Cineplex Bayer's Lake , Halifax, NS

You and your family are invited to join us on Sunday, November 28th for an exclusive showing of “Encanto” at the Cineplex Theatre, Bayer’s Lake, Halifax. This invitation includes admission and snacks (mini combo or regular popcorn and pop). Our only request is that you bring an unwrapped toy to support the Cineplex Toy drive for children.

 

Please reach out to RSVP.

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

Newsletter Articles

Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

Read more

In the world of investing, time is your friend

Sep 15, 2022

Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

Read more

Ever get emotional about your investments?

Sep 15, 2022

Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....

Read more

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Office Address

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