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, 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 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 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. 

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: Team Approach To Financial Planning

Upcoming Events

 

Wealth Matters

October 10th, 2019 | 6:00 pm | Halifax Marriott Harbourfront Hotel

Client Holiday Movie Event 

November 24th, 2019 | 10:00 am & 10:30 am | Cineplex Theatre Bayers Lake

Assante Capital Management Ltd.

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

Email: cball@assante.com
Tel: (902) 431-3850
Fax: (902) 423-6550
Toll Free: (888) 305-7526