Percy MacDonald

Financial Advisor

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

Investment Counsellor

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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