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. 

Robert-Yves Mazerolle, CFP, CIM, RIS

Senior Financial Planning Advisor

Robert-Yves Mazerolle is a Senior Financial Planning Advisor and has been working in the Financial Services industry since 1989. Prior to joining Assante Capital Management Ltd. in 2000, he worked in the Wealth Management division of one of Canada’s leading chartered banks, providing clients with financial guidance in Investment and Estate Planning.

Aside from a Business Management certificate from Université du Québec à Montréal, he has a Certified Financial Planner certification and also holds the Canadian Investment Manager (CIM) designation.

Robert-Yves is strongly positioned to provide integrated wealth management solutions to individuals and families in several provinces in both official languages. Through his firm, he has access to experts in investment analysis, portfolio management, tax lawyers, accountants, insurance specialists, wealth planners, as well as banking and mortgage specialists.

Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by the professionals of the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. which is a wholly owned subsidiary of CI Financial Corp.

Passions and Involvement

In his spare time, Robert-Yves loves to play traditional music with friends and enjoys working on his hobby farm. He also serves on the board of a couple of not-for-profit organizations within his community.

Recent Posts

Tech Takeover: For Better or for Worse?

Jul 25, 2024

Technology as we know it will soon be history—again. Be prepared for more “wow” moments as AI revolutionizes new processes and industries, while also displacing human roles....

Read more

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

Read more

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

Read more

Robert-Yves Mazerolle CFP, CIM, RIS

Senior Financial Planning Advisor

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