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. 

Nicholas Hounsell

Financial Advisor

Driven by a mantra of care, trust and growth

Keeping your very best interests in mind are at the heart of our work each day.

Each individual has a unique vision of where they are going, and the desire to have their finances working to get them there. Our Advisors understand our clients' drive to achieve their dreams, to protect their families and to succeed in business. Unfaltering analytical minds, our advisors strive to find creative solutions for each client and situation.  

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being.  Supported by a team* of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth.

Driven by a mantra of care, trust & growth, we develop relationships based on trust and mutual respect. Through this strong working relationship, we create the direction for each client to achieve their goals.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

 

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

Read more

Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

Read more

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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

5991 Spring Garden Rd Suite #902
Halifax, Nova Scotia
B3H 1Y6 Canada