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 achieve their financial and life goals. I am committed to excellence in client care, with a conservative approach to investing and a focus on Retirement and Estate Planning. 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 a CFP® professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.


As part of Assante’s approach, I will work with your current accountant, lawyer, insurance provider etc to build your plan and they can leverage the exceptional investment management team and wealth planning group of Assante Private Client, a division of CI Private Counsel LP. a wholly owned subsidiary of CI Financial Corp. for support.


Due to the complexity of the Estate and Retirement 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. For media requests, please contact me at or 902 492 0043. I will respond to media inquiries quickly.


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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.



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Office Address

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