For more than 30 years, I have been helping individuals and families work towards their financial goals. I am committed to excellence in client care, with a balanced approach to investing and a specialty in Retirement and Estate Planning. I deliver high-quality advice and integrated wealth management solutions that simplify and enhance the lives of my clients.

I am a CFP® professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.

Many clients have complex needs, as part of my financial planning approach, I will work with your current accountant, lawyer, and other professionals to build a plan that is fully integrated with all aspects of your finances. I have a family focused practice and this might include working with your family members, adult children starting out, aging parents needing help. The client experience includes frequent reviews and monitoring of the benchmarks and timelines with updates as your circumstances change.

Due to the complexity of the Retirement and Estate Planning process, I am currently working with new clients that meet the minimum investable assets level of $300,000 and above. We do have other team members who may be able to assist you if you do not meet this minimum, please feel free to reach out.

I have been a featured guest and money expert on CBC Radio Maritime noon and CBC Radio Maritime Connection. I have also been a financial expert in several publications including The Globe and Mail, The Canadian Press, The Chronicle Herald, Advisor’s Edge and Investment Executive.

Please contact me at erae@assante.com or 902 492 0043.