Chris Ball, CFP, FCSI, CIM
CERTIFIED FINANCIAL PLANNER
Chris is a Certified Financial Planner professional 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 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.
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