Robert-Yves Mazerolle, CFP, CIM, RIS

Senior Financial Planning Advisor

Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning.

Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation.

Robert-Yves is strongly positioned to provide integrated wealth management solutions to individuals and families in several provinces in both official languages. Through his firm, he has access to experts in investment analysis, portfolio management, tax lawyers, accountants, insurance specialists, wealth planners, as well as banking and mortgage specialists.


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.

Passions and Involvement

In his spare time, Robert-Yves loves to play traditional music with friends and enjoys working on his hobby farm. He also serves on the board of a couple of not-for-profit organizations within his community.

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: mpinet@assante.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.

Martin Cloutier, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on  tax  and  estate  planning  strategies  for  business  owners,  professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team. Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins  Ducharme,  a  prominent  business  law  firm.  In  addition,  Martin  has  authored  and  co-authored  articles  for  the Fiscal and Financial Planning Association, the Canadian Tax Foundation  and  other  associations.  His  overall  professional  experience in wealth planning exceeds 25 years.Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has  a  Master  of  Taxation  degree  from  the  University  of  Sherbrooke  and  the  Trust  and  Estate  Practitioner  (TEP)  designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners. 

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