Marc Pinet, CFP®, RIS
Wealth Management Advisor
We partner with our clients to serve as their financial quarterback to implement wise investment and money management principles that work. With an approach that takes clients’ personal and family concerns into account, and after carefully listening and understanding their goals, we manage our clients’ emotions and maintain the course in following their personalized wealth plan. Being a catalyst for our clients’ estate and wealth planning is not only rewarding, but its also the right thing to do.
Our philosophy is simple in that we work with a team of experts to grow our clients' wealth and maximize after-tax income. As part of our holistic approach, we work with your accountant, lawyer, etc. to build your plan or we can leverage our in-house investment management team and wealth planning group.
Building upon my B.Comm from Dalhousie University where I studied security analysis and portfolio management.
Having held previous leadership roles with the Progress Club, as well as the "Club Richelieu", I currently support the MS Society in their annual MS Bike fundraiser. I am also an active member and Director of Recruitment for the Francophone Chamber of Commerce of Halifax. In my spare time, I enjoy tennis and surfing, or I can be found spending quality time my spouse Sunita, and our 2 kids: Ariana and Maya.
If you would like to learn more about our approach to financial planning, or if you have any questions about holistic wealth management, please call 902-407-9925 or e-mail: email@example.com.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.