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. 

Stewart Galloway

Financial Advisor

For more than 25 years, I have been helping individuals, families and small businesses achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance my clients’ lifestyle choices today and in the future. Building on a Bachelor of Arts and a Bachelor of Business Administration from the University of New Brunswick, I have continued my education each year through tax, investment, estate and insurance courses.

Contributing to my community is important to me and I was pleased to receive the Nova Scotia Assante Branch Community Service Award in 2005.

I had the privilege to serve as the Head Coach for the Saint Mary’s Huskies Soccer Team for 22 years and was proud to see my players produce 159 regular season wins, 7 AUS titles and 10 trips to National finals where the Huskies returned with 3 silver and 2 bronze medals. I have also been recognized by my peers as 6 time Atlantic University sport Coach of the year, and a 2 time CIS national coach of the year.  After my retirement in 2014, I was awarded the extreme honour of being inducted into the Saint Mary’s University Sport Hall of Fame.

Together with my wife Karla, I am the proud parent of two beautiful daughters, Grace & Anna, who provide daily reminders of what is truly important in life.

My community service is now dedicated to the development of a new generation of athletes. I currently coach West End Steelers Basketball Girls Under 10, and Under 12. People ask me why I coach — for me it’s all about building confidence in kids.

 

MISSION STATEMENT:

As your Financial Advisor, I promise to:

Provide sound financial advice that will allow you to achieve financial peace of mind and create clarity for your future financial and lifestyle objectives.

Help you shape the way you want to live before and after retirement by providing comprehensive advice.

Maintain a close working relationship with you to improve your prospect for financial success in today’s complex financial environment.

Represent you, my client, rather than the investment.

Monitor your portfolio through regular meetings and make recommendations for improvements or adjustments while keeping you up to date on the economic changes in the world that may affect you and your portfolio.

Provide exceptional service in the day-to-day management of your investments.

 

VISION STATEMENT:

I pride myself in providing professional investment advice. In my practice I continually strive to:

Keep abreast of the latest investment trends, tax laws, estate planning and other vital retirement planning issues through on-going professional development.

Provide personal service that builds relationships in good times and provides support in tough times.

Follow a conservative investment philosophy with a strong emphasis on strategic diversification.

Provide access to intelligent investment management customized to respond to my clients’ needs with advice that will offer the potential for growth with an emphasis on capital preservation and minimization of tax.

Add value by educating my clients. “The best client is a well-informed client”.

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

Read more

RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

Read more

Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

5548 Kaye Street Suite 201
Halifax, Nova Scotia
B3K 1Y5 Canada