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. 

Nicolas Grady

Investment Advisor

With over 30 years of experience, Nicolas Grady is an accomplished Associate Portfolio Manager and Senior Financial Planning Advisor dedicated to delivering expert, goal-focused guidance. He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, and his Fellow of the Canadian Securities Institute (FSCI®) status reflects his commitment to leadership and excellence. His Certified Financial Divorce Specialist (CFDS) designation also highlights his expertise in guiding clients through complex financial transitions.

 

Nicolas has made meaningful contributions to his field, serving as Chair of IIROC’s Nova Scotia District Council, President of the Halifax Estate Planning Council, and on the boards of Junior Achievement of Nova Scotia and the Nova Scotia Kidney Foundation. Currently, he volunteers with the Canadian Ski Patrol, combining his love for winter sports with first-aid support.

 

Outside of work, Nicolas enjoys spending time at his cottage in St. Francis Harbour, exploring local cuisine, (attempting to) golf, skiing, and spending time with his wife and their pets.

Recent Posts

Staying within your comfort zone

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Sharp market downturns make panic-selling tempting. Learn why playing it "too safe" during volatility can prevent your portfolio from recovering and meeting your goals....

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Supporting a child with special needs

Sep 22, 2026

From choosing a qualified trustee to combining a registered savings plan with a trust, explore the essential wealth planning strategies designed to give special needs families greater peace of mind....

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Is it time to review your estate plan?

Sep 22, 2026

Major milestones like getting married, welcoming a grandchild, or buying a property mean it's time to review your estate plan. Ensure your wealth and loved ones remain fully protected....

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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.

 

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Office Address

99 Wyse Road Metropolitan Place - Suite 1220
Dartmouth, Nova Scotia
B3A 4S5 Canada