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. 

Nicolas Grady

Investment Advisor

With over 30 years of experience, Nicolas Grady is an accomplished Associate Portfolio Manager and Senior Financial Planning Advisor dedicated to delivering expert, goal-focused guidance. He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, and his Fellow of the Canadian Securities Institute (FSCI®) status reflects his commitment to leadership and excellence. His Certified Financial Divorce Specialist (CFDS) designation also highlights his expertise in guiding clients through complex financial transitions.

 

Nicolas has made meaningful contributions to his field, serving as Chair of IIROC’s Nova Scotia District Council, President of the Halifax Estate Planning Council, and on the boards of Junior Achievement of Nova Scotia and the Nova Scotia Kidney Foundation. Currently, he volunteers with the Canadian Ski Patrol, combining his love for winter sports with first-aid support.

 

Outside of work, Nicolas enjoys spending time at his cottage in St. Francis Harbour, exploring local cuisine, (attempting to) golf, skiing, and spending time with his wife and their pets.

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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

99 Wyse Road Metropolitan Place - Suite 1220
Dartmouth, Nova Scotia
B3A 4S5 Canada