Ambition, integrity, loyal 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 clients’ best interests, Percy’s friendly and dependable nature allow 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 the top Office Solutions providers in our region, developing relationships with executive levels within organizations across all sectors.
Percy began his career in financial services 10 years ago with TD Canada Trust, catering to clients with a very diverse range of goals. His last three years at TD, Percy was the recipient of TD’s Millionaire program, recognizing top investment production within the Atlantic Canadian region. Percy’s wide range of work experience, engaging personality and constant focus on delivering excellence have made him a perfect addition to our Bloom Wealth Investment Consulting team!
Born in Halifax (and straight into skates!), Percy enjoys playing hockey and golf, 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 two children.
Wealth Planning & Investment Counsel Team
Graham Long, CPA, CGA, CFP, TEP
Regional Wealth Planner
As a Regional Wealth Planner, Graham Long facilitates the delivery of wealth planning reports. Using a needs-based approach, Graham works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Graham delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Graham became part of CI Assante Private Client in 2013. His experience in wealth planning and asset management spans over 20 years. It includes holding senior positions with two large Canadian asset management companies and working with two of the major Canadian banks. Before joining us, he was with Atlantic Canada’s largest independent chartered accounting firm.
Graham is a Chartered Professional Accountant (CPA, CGA) with a Bachelor of Commerce degree from Dalhousie University. In addition, he holds both his Certified Financial Planner® (CFP®) and Trust and Estate Practitioner (TEP) designations.
Chris Thomson , BA, LL.B, TEP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Chris Thomson works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Chris has a particular focus on tax and estate planning for business owners, professionals, and other affluent individuals and families.
Chris joined CI Assante Private Client in 2008, after working in private practice serving businesses and families throughout Eastern Canada, specializing in both personal and business estate and tax planning. His overall professional experience in wealth planning exceeds 25 years.
Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society, and the Society of Trust and Estate Practitioners. Chris has completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course.
Ian McNeill, CFA, CFP®
As an Investment Counsellor, Ian McNeill provides portfolio management services and his experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure that our clients’ investments plans continue to meet their needs.
Starting his career in the financial services industry in 2003, Ian has worked in a variety of roles within the investment industry, including as a Financial Planning Specialist with Edward Jones and as an Investment Analyst with a property & casualty insurance company. Prior to joining our team in 2021, Ian was most recently Portfolio Manager, Fixed Income and Chief Compliance Officer for a Toronto-based asset management firm which managed investments for institutional, family office, and individual clients.
Ian received his Bachelor of Commerce degree from Saint Mary’s University in 2003, with a major in Business Administration, Computer Science and Finance. In addition, he is a CFA® (Chartered Financial Analyst) charterholder and holds the CFP® (Certified Financial Planner®) designation.
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