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. 

Richard Johnson, CFP

Financial Planner

Richard joins Assante Capital Management Ltd. with over 30 years of experience in the financial services industry with a focus on investment, estate, tax, retirement and business succession planning. A resident of Antigonish since 2000 and graduate of St. Francis Xavier University (BBA), Richard’s financial services training began in Saint John, NB. He ran an investment/financial planning practice in Saint John for 15 years, working with various dealerships, prior to moving to Nova Scotia. For several years, while in New Brunswick, he served as the nightly financial market commentator for CBC Radio One and also wrote a financial column for the provincial daily, The Telegraph Journal. Richard holds the Certified Financial Planner designation through FP Canada and the Registered Retirement Consultant (RRC) designation through the Canadian Institute of Financial Planning. Throughout his career, he has frequently given lectures and workshops on various financial planning and related topics.

Richard’s volunteer time over the years has included, Chair of the St Martha’s Hospital Foundation, Board Member of the Antigonish Chamber of Commerce, Guest Lecturer at The Gerald Schwartz School of Business, President StFX Alumni Association – Saint John, NB chapter, and Public Address Announcer – StFX Varsity Basketball and Football.

In his spare time he enjoys reading, travel, skiing, basketball, football and baseball (The Boston Red Sox).

 

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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

8 Brookside Way
Antigonish, Nova Scotia
B2G 3A8 Canada