Krista Bartkow

Wealth Management Advisor
Assante Financial Management Ltd.

After being a stay-at-home mom for many years, I was ready to get back into the work force, and in 2018, I was offered a position as Administrative Assistant for a senior Wealth Planner at Langille Wealth Partners.

I soon recognized how important our team approach was to our clients and the comfort and knowledge we provided them. I realized I wanted to become more engaged and set out to obtain the education required to work with clients in achieving their financial goals.

Thru hard work and dedication, I’ve completed the Canadian Investment Funds Course, ETF for Mutual Funds and Alternative Mutual Fund courses. This allows me to proudly be a Wealth Management Advisor.

The financial services industry is a complex, ever evolving world, that requires continuous education, and I am committed to achieving the certifications that will provide me with the knowledge and ability to advise clients for years to come.

I have found a passion in building relationships with clients and discovering what is important to them. I work hard to help them meet their financial goals and achieve the future they deserve. Whether you are just starting to think of your future or want to look at a new approach, I look forward to building a relationship with you.

Don Craig, B.Sc., MBA, FLMI

Wealth Management Advisor
Assante Financial Management Ltd.

Over the years, I’ve been fortunate to work in senior positions with a number of industry leading organizations in Atlantic Canada.  That experience has been invaluable in helping me to assist families and business owners alike in my Assante practice.

I’m a born number cruncher with a strong commitment to providing the best advice and service I can to an ever-expanding client base.  Our team-based practice provides a lot of bench strength, which allows us to assist clients with a broad range of financial needs.  My preferred areas of practice are wealth management, insurance and group benefit plans.

Not a day goes by without being able to see concrete examples of the impact that sound advice has on our clients’ lives.  That’s what creates real satisfaction for me.

My clients are located throughout New Brunswick and Nova Scotia.  I’m never too far away from a phone, including evenings and weekends!

When I’m not at my desk or on the road, I enjoy traveling, spending time with family and attempting to break 90 on the golf course.  I’m also an occasional musician, horrible singer and a pretty decent chef.

Wealth Management is a complicated world. Give me a call and I’ll be happy to help navigate through the maze.


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. 


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. 


Chris Thomson , BA, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Chris Thomson works  closely  with  our  high  net  worth  clients  to  identify  issues and provide complex, tactical wealth planning support that  complements  their  wealth  plans.  Chris  has  a  particular  focus   on   tax   and   estate   planning   for   business   owners,   professionals, and other affluent individuals and families. 

Chris joined CI Assante Private Client in 2008, after working in private  practice  serving  businesses  and  families  throughout  Eastern  Canada,  specializing  in  both  personal  and  business  estate  and  tax  planning.  His  overall  professional  experience  in wealth planning exceeds 25 years.  

Chris is a lawyer with a Bachelor of Law degree from Osgoode Hall Law School. He is a member of the Nova Scotia Barristers’ Society,  and  the  Society  of  Trust  and  Estate  Practitioners.  Chris  has  completed  both  the  CICA  In-Depth  Tax  Course  and  the  CICA  Advanced  Tax  Issues  for  the  Owner-Managed  Business course.