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

 

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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

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Newsletter Articles

Have you named a trusted contact person?

Jun 01, 2023

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

Jun 01, 2023

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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When you retire, financial literacy expands

Jun 01, 2023

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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Office Address

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