Chris Ball CFP®, FCSI®, CIM

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 , March 10, 2014

Fit Matters

I believe that finding the right personal fit is mandatory for a productive relationship. I fit best with clients who prioritize the simple things in life, and who value implementation 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 my clients and my 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 I have gained valuable expereince and understanding of the unique financial planning needs and opportunties of these groups.

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

Resources

Infographic:  Value For Your Mutual Fund Fees 

Published by the Investment Funds Institute of Canada 

 

Making Sense of Your Investment Performance 

 

Video: Understanding Investment Costs: A Primer for Investors 

 

 

Upcoming Events

Annual General Meeting & Perspective on the Market 

March 8th, 2017 | 6:30 pm - 8:30 pm | Best Western, Dartmouth NS

Educational Seminar: Long Term Care Insurance 

April 12th, 2017 | 7:00 pm | Assante Hydrostone Boardroom

Gardening Seminar 

May 23rd & 24th, 2017 | Time TBD | Ashburn Golf Club

Assante Capital Management Ltd.

5548 Kaye Street, Suite 201
Halifax, NS
B3K 1Y5

Email: cball@assante.com
Tel: (902) 423-1200
Fax: (902) 423-6550
Toll Free: 1-888-305-7526