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. 

J.P. Collins, CIM, FCSI

Financial Advisor

As my client, here is what you can expect:

1. I commit to listening to your needs, wants and concerns each time we communicate.  I will not make a recommendation until I fully understand your situation.

2. I will always explain your financial planning options, costs and our relationship
with suppliers when making recommendations to you. I want to ensure that you know
that we are putting your interests ahead of ours.

3. I will always explain my recommendations in plain language so that you always
understand what I’m  talking about.

4. I will contact you to set regular meetings to review performance, discuss future
planning opportunities and any significant changes in your financial circumstance.

5. I will always be available by phone, in person or by email to ensure that I meet
your communication needs. I have a “24 hour” return call policy.

6. I will provide all clients with the option of a comprehensive financial plan which
will give you an understanding of your risks with regard to investing, taxation, insurance,
wills, estate planning and powers of attorney.

7. I aim to fully understand your lifestyle and retirement needs so that I am able to properly
balance the risk in your portfolio with your expectation of returns.

8. With regard to the performance of your portfolio, I will measure your investment
performance against written goals.

9. A large component of my role as your advisor is to educate you to new ideas and
opportunities. I commit to bringing you new and relevant ideas that are introduced
to the marketplace.

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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