Fit Matters

We believe that finding the right personal fit is mandatory for a productive relationship. We fit best with clients who prioritize the simple things in life, who value implementation and follow-up, and proactively communicate with me. You need an advisor to whom you can relate, an Advisor you trust and who understands your specific needs.

The majority of our clients and experience comes from working with people in one of five career groups:

MANAGERS & EXECUTIVES            INCORPORATED PROFESSIONALS          PHARMACISTS     

ENTREPRENEURS                             FARMERS

The result is that over time we have gained valuable experience and understanding of the unique financial planning needs and opportunties of these groups.

In our experience, the best approach to address the unique financial needs of these groups is a team approach. 

Chris Ball, CFP, FCSI, CIM

CERTIFIED FINANCIAL PLANNER

Chris is a Certified Financial Planner and has one of the highest designations in the industry (FCSI – Fellow of the Canadian Securities Institute). Chris has been providing financial planning advice to Canadians for over 20 years. Chris' strength is his ability to simplify financial planning and provide clear and concise advice and plans that his clients understand and commit to. He breaks down your financial plan into a set of smaller, easier to implement plans focused on those specific goals that make up your short and long term objectives. "I focus on being a great communicator, maintaining quality of life goals, having measurable performance and being honest with 100% transparency on fees, etc." A strong believer in giving back to the community and staying active within it, Chris has worked with various children's foundations and has aligned with the Make a Wish Foundation of Canada.

Anyone who has felt the confusion or worry of - Are we missing anything? - or concern over their financial advisor fully understanding their profession knows how valuable finding the right fit can be. If you are looking for an advisor who gets you and can convert ideas into concrete financial decisions, I would be a good fit for you.

— Chris Ball, Certified Financial Planner

 

"It makes it all worth while when a client says 'Thank you for your help with this, it's something we should have done years ago. We can now sleep better knowing this has been taken care of.' That never gets old."

— Chris Ball

 

Events

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Cracking The Code: Tax Planning for Small Business Success Webinar

Event date and time from Oct 31, 2024 12:00 PM Atlantic Daylight Time to Oct 31, 2024 01:00 PM Atlantic Daylight TimeOct 31, 2024 12:00 PM Atlantic Daylight Time - Oct 31, 2024 01:00 PM Atlantic Daylight Time

Event location

Led by financial experts Chris Ball, CFP®, CIM®, FCSI®, Darrell Dixon CPA, CGA, CBV, and Kaileigh van den Berg, CFA, this session will cover planning for the new capital gains inclusion rate and other tax planning opportunities.

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Chris has helped us develop a personal financial plan. Through continuous review he helps us stay disciplined to the plan and we truly feel he is always looking out for our best interests.

— A & M
Dartmouth, NS

Community Involvement & Social Media

 

  

 

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Charitable giving through a private foundation

May 15, 2025

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Tariff Troubles Continue

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President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....

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Office Address

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