Our Team

Marriage, new job, promotion, retirement and estate planning—your financial goals are inevitably tied to the important events in your life and in the lives of your loved ones.  My job, as your financial advisor, is to help you chart the course of wealth management throughout all your life changes. I can help you create the plan which will allow you to invest with confidence.  

Core values of integrity, passion and professionalism drive my business. By offering a comprehensive and integrated range of services, I partner with you to tailor a strategy that meets your complete financial well-being.

I believe clients deserve to know what's going on with their money. Therefore, I aim to speak with my clients regularly, communicate via quarterly newsletters, and hold frequent informational seminars. I am always available and interested in answering your questions or addressing your concerns.

Nicolas Grady entered the financial services industry as a financial advisor in 1992, his continued success is based on his enjoyment in helping client families to identify, organize and achieve their specific financial goals. He stands apart from the competition, not just for the quality of service, professionalism and entrepreneurial spirit he brings to the table, but also his unique approach into getting an inside view into your highest investment goals.

Rhys Grady is an invaluable member of our team, bringing a blend of academic knowledge and practical experience to her role as Administrative Assistant and Marketing Coordinator. With a strong background in customer service, Rhys is a warm and welcoming presence for clients, whether greeting them in person or over the phone. Her technical skills make her the go-to for office tech support, handling troubleshooting and ensuring our systems run smoothly. In addition, Rhys manages our social media accounts, and she plays an active role in planning and organizing client events. Rhys holds a diploma in Business Administration from Nova Scotia Community College and is currently pursuing a Bachelor of Business Administration at Mount Saint Vincent University.

Outside the office, Rhys enjoys playing volleyball, creating art, and spending quality time with her boyfriend and her cat, Vinny.

With over 35 years in the finance industry, Christine Adams brings an exceptional depth of knowledge and unwavering dedication to her role. Known as the heartbeat of our office, Christine’s expertise in account maintenance and processing, combined with her problem-solving skills and approachable, helpful nature, makes her an indispensable resource for both clients and colleagues. She began working with Nick at Assante in 2013, following 15 years at CIBC and an early start to her financial career at Scotia McLeod.

Outside of work, Christine enjoys relaxing at her home in beautiful Gold River, Nova Scotia, with her husband and their cat, Gizmo. She loves gathering with friends and frequently travels to New Brunswick to visit family.