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.
Kaileigh van den Berg, CFA
Associate Financial Advisor
At Assante, we are passionate about providing an exceptional customer experience through listening to your individual needs and objectives to provide a plan tailored to you. We take a team approach and will work with your current accountant, lawyer, insurance provider or can leverage our in-house investment management team and wealth planning group to create a holistic financial plan to suit your needs. I joined the financial planning industry for the rewarding feeling of helping clients achieve their financial goals and life milestones and look forward to partnering with you to achieve yours.
I received a Bachelor of Commerce from the University of Toronto, with a Specialist in Finance and Economics, allowing me to help clients navigate the investment industry with ease. It is important that clients understand their portfolio in relation to current market conditions and financial strategies in a way that is easy to digest. With an interest in continued learning, I hold a Chartered Financial Analyst® designation, the highest distinction in the investment management profession, and continue to pursue additional Canadian Securities Institute courses.
In my spare time, I love cooking, and can often be found getting ready to host a dinner party for friends or reading a good cookbook. I enjoy spending time outdoors, and exploring all that Nova Scotia has to offer.
Graham Long, CPA, CGA, CFP, TEP
Regional Wealth Planner
As a Regional Wealth Planner, Graham Long facilitates the delivery of wealth planning reports. Using a needs-based approach, Graham works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Graham delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Graham became part of CI Assante Private Client in 2013. His experience in wealth planning and asset management spans over 20 years. It includes holding senior positions with two large Canadian asset management companies and working with two of the major Canadian banks. Before joining us, he was with Atlantic Canada’s largest independent chartered accounting firm.
Graham is a Chartered Professional Accountant (CPA, CGA) with a Bachelor of Commerce degree from Dalhousie University. In addition, he holds both his Certified Financial Planner® (CFP®) and Trust and Estate Practitioner (TEP) designations.
Chris Thomson , BA, LL.B, TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Chris Thomson works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Chris has a particular focus on tax and estate planning for business owners, professionals, and other affluent individuals and families.
Chris joined CI Assante Private Client in 2008, after working in private practice serving businesses and families throughout Eastern Canada, specializing in both personal and business estate and tax planning. His overall professional experience in wealth planning exceeds 25 years.
Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society, and the Society of Trust and Estate Practitioners. Chris has completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course.
Duane Snow, CFP, CLU®, CH.F.C., CEBS
Regional Vice-President, Estate Planning
As a Regional Vice-President, Estate Planning Duane Snow is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients.
He has a diverse insurance background, having worked as a life, health and pension specialist with a major insurance company, an employee benefits consultant and an insurance company wholesaler. Prior to joining Assante Estate and Insurance Services Inc. in March 2006, he has also worked as an Estate Planning Advisor with a national investment firm.
Duane has a BA Economics from the University of Western Ontario and a business degree from Wilfrid Laurier University. He has also earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Certified Employee Benefit Specialist (CEBS) designations. Duane is based in Halifax and services Eastern Canada.
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