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. 

Darryl Smith

Senior Financial Advisor

Making strong connections with clients in order to fully understand their financial needs, Darryl Smith’s main objective is helping them achieve their goals and dreams. Knowing each of his clients has unique perspectives and priorities, Darryl ensures they have access to all options, products, and ideas so nothing is overlooked.

After receiving a Bachelor of Commerce from St. Mary’s University Darryl opened an income tax company and spent the next two years doing tax returns and bookkeeping for a variety of small businesses. Over the years Darryl strengthened his knowledge by completing a series of licensing requirements and industry sponsored courses including the mutual funds license, life and disability license, and the Canadian Securities Course. Darryl started his career as a financial planner at Investors Group, before moving on to Assante (then known as The Financial Planning Group) in 1997.

Darryl’s strong belief in giving back and supporting the community prompted an initiative to ask clients to make a donation to a charity or not for profit association in lieu of payment for his tax return* services.  A different charity is chosen each year and in the past he’s supported, NS Mental Health, NS SPCA, Alzheimer Society of NS, Halifax Minor Baseball and the Diabetes Association.  He has raised over $13,000 thus far for these charities.

Darryl is very involved in supporting his children’s sporting activities, and is where he spends a lot of his free time.


*Certain employees of Darryl Smith Tax Preparation Services maintain a relationship with Assante Capital Management Ltd. (“Assante”) through which they sell investment products. The relationship that they have with Assante does not include tax preparation services which Darryl Smith Tax Preparation Services is solely responsible. Darryl Smith Tax Preparation Services is not associated in any way with Assante, and Assante has no responsibility for the tax preparation services offered by Darryl Smith Tax Preparation Services.

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At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

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