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. 

Emily Rae, CFP

CERTIFIED FINANCIAL PLANNER

For more than 25 years, I have been helping individuals and families achieve their financial and life goals. I am committed to excellence in client care, with a comprehensive approach to investing and a focus on the retirement and pre-retirement client. Working with a team of specialists, I deliver high-quality advice and Integrated Wealth Management solutions that simplify and enhance the lives of my clients.


I am proud to represent Assante Capital Management Ltd. and bring to my client relationships many years of experience with one of Canada's leading chartered banks, as well as other financial services companies. I am a CERTIFIED FINANCIAL PLANNER professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.

Recent Posts

Short-Term Pain, Long-Term Gain

Nov 28, 2022

Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

Read more

Fighting Inflation with Crucial Rate Conditions

Nov 01, 2022

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

Read more

Mark-to-Market Isn’t Giving You the Complete Picture

Sep 30, 2022

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

Read more

Investment services and strategies


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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

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