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Since entering the industry in 2008, I’ve been passionate about helping our clients achieve financial success —ensuring they have a complete plan in place including a Financial plan, Estate plan, as well as a sound Investor Policy Statement.
As a licensed advisor focusing on financial, tax, estate and insurance strategies, I work closely with clients to help them achieve their goals providing them with ongoing advice that is specific to their personal needs. As a trusted Wealth Advisor with a successful practice located in the Hydrostone neighbourhood in Halifax, Nova Scotia, my goal is to simplify our client’s lives. I provide our clients with accurate advice tailored to their unique situation so they can make informed decisions on the following:
- Funding a child’s education
- Purchasing a home or property
- Starting a business
- Becoming retirement ready
- Ensuring enough insurance coverage is in place
- Financing a purchase
- Estate planning
- Charitable giving, and more.
I hold an Honours Diploma in Investment Management from the Nova Scotia Community College (NSCC). I am also insurance-licensed, and I have successfully completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), the Professional Financial Planning Course (PFP), and the Wealth Management Essential Course (WME). I am committed to ongoing professional learning and development, and I enjoy taking communication and industry related courses. I believe communication is the key to fully understand each unique situation so our clients can feel at ease about their financial future.
As an Alumni of NSCC, my goal is to recruit new hires and keep young talent here in the province to support local businesses.
While I’m not in the office, I enjoy spending my time with my family. I’m a proud mother of two amazing daughters, Sadie & Grace, and my four-legged baby – my dog, Payton! I’m a busy mom and an avid runner. I love cooking, fitness and travel.
If you feel like you do not have a solid Financial Plan or would like a second opinion, please contact me at firstname.lastname@example.org.
Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.