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. 

Percy MacDonald

Financial Advisor

Ambition, integrity, loyalty and caring can best describe Percy. This early bird likes to manage all aspects of a project and is admittedly a bit of a perfectionist. Always focused on his client's best interests, Percy's friendly and dependable nature allows him to form instant relationships with everyone around him and achieve the best results possible.

After studying science at Dalhousie University, Percy held various business-to-business sales roles with some of our region's top Office Solutions providers, developing relationships with executive levels within organizations across all sectors.

Percy began his career in financial services over a decade ago with TD Canada Trust, catering to clients with diverse goals. In the time that's followed, he has also been quoted in the Chronicle Herald on topics such as Investments and Charitable Giving. 

Percy's wide range of work experience, engaging personality and constant focus on delivering excellence have made him a valuable team member.

Born in Halifax (and straight into skates!), Percy enjoys playing hockey, sailing and skiing. He is quite the cupcake decorator, enjoys winter barbequing and isn't afraid to get emotional at a good movie! Percy has coached minor league hockey and organized Golf for Kids tournaments.

Percy currently resides in Brookside with his wife and three children. 

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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

1361 Bedford Highway
Halifax, Nova Scotia
B4A 1C5 Canada