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. 

James Davison, CFP, CH.F.C.

Financial Advisor

Jim started in the business in 1996 as part of an agency sales force of a major insurance company. He has completed the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (Ch.F.C.) industry designations and has expanded his practice though the purchases of two retiring advisor’s businesses. Jim is licensed for all of Nova Scotia though primarily services the Halifax Regional Municipality, Clare Shore, Truro, South and South West regions.

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James Davison CFP, CH.F.C.

Financial Advisor

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

3400 Dutch Village Road Suite 102
Halifax, Nova Scotia
B3N 0E7 Canada