Richard Johnson, CFP
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).
Nicolas Grady, FCSI, CFP, FMA
Senior Financial Planning Advisor
Senior Insurance Financial Advisor
Nicolas Grady entered the financial services industry as a financial advisor in 1992, his continued success is based on his enjoyment in helping client families to identify, organize and achieve their specific financial goals. He stands apart from the competition, not just for the quality of service, professionalism and entrepreneurial spirit he brings to the table, but also his unique approach into getting an inside view into your highest investment goals.
Duane Snow, CFP, CLU®, CH.F.C., CEBS
Regional Vice-President, Estate Planning
As a Regional Vice-President, Estate Planning Duane Snow is well-positioned to deal with the technical aspects of our clients’ more complex situations. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that compliment the overall wealth management for our clients.
He has a diverse insurance background, having worked as a life, health and pension specialist with a major insurance company, an employee benefits consultant and an insurance company wholesaler. Prior to joining Assante Estate and Insurance Services Inc. in March 2006, he has also worked as an Estate Planning Advisor with a national investment firm.
Duane has a BA Economics from the University of Western Ontario and a business degree from Wilfrid Laurier University. He has also earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Certified Employee Benefit Specialist (CEBS) designations. Duane is based in Halifax and services Eastern Canada.
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.
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