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).

 

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.

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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. 

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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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