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 his last three years at TD, Percy received TD's Millionaire program, recognizing top investment production within the Atlantic Canadian region. In 2022, Percy was recognized by the Globe and Mail as a Best in Province Wealth Advisor and has 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 has made him a valuable member of our Bloom Wealth Investment Consulting team!

Born in Halifax (and straight into skates!), Percy enjoys playing hockey, sailing and skiing, spending time with his family and working on his cottage. 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

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