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. 

Peter Orser, CFP

Wealth Advisor

Peter graduated from the University of Ottawa with a Bachelor of Commerce in 1992.  Prior to becoming an Advisor, he worked in various roles in the Financial Services sector in both Ontario and the Atlantic Provinces.  In 2002, Peter became a Wealth Advisor and Branch Manager for Assante Financial Management Ltd. and maintains clients in various provinces including Nova Scotia, New Brunswick and Ontario. Peter is a Certified Financial Planner professional and is a licensed Insurance Advisor.  Peter has lived in Halifax since 1999, is married to his wife Teresa and has two daughters in High School and University.  In his spare time, he volunteers his financial and leadership experience with various clubs and committees, he has run a few marathons and continues to be active in running, hockey and golf.

As an advisor focusing on financial, tax, estate and insurance strategies for over 18 years, Peter works closely with families, business owners and professionals, providing ongoing advice that is specific to their personal or business needs and desired outcomes.

Peter collaborates with his client's other professionals (accountants, lawyers) or can use the professional services and resources available through Assante Wealth Management and his network of contacts.

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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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

3400 Dutch Village Road Suite 102
Halifax, Nova Scotia
B3N 0E7 Canada