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

Senior Financial Planning Advisor

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.

Recent Posts

Have you reviewed your choice of executor?

Sep 26, 2024

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

Read more

Why tax deferral works

Sep 26, 2024

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

Read more

A new family calls for a new estate plan

Sep 26, 2024

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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