Business Details
Your Trusted Financial Partner in Halifax, NS
At Assante Hydrostone, we pride ourselves on delivering personalized financial solutions tailored to each client's unique journey. Founded in the 1990s, we have grown into Atlantic Canada's largest non-bank-owned wealth management branch, supported by a team of over 40 advisors and staff with decades of collective expertise. Our approach centers on building long-term relationships, promoting financial literacy, and fostering community connections. We specialize in comprehensive wealth management, integrating tax planning, retirement strategies, estate planning, and investment advisory services to help clients achieve their financial goals. Backed by Assante Capital Management Ltd. and Assante Financial Management Ltd., we combine institutional resources with localized, client-focused service.Our commitment to inclusivity ensures every client feels valued, while our partnership model allows us to offer specialized advice through accountants, insurance planners, and investment experts. With offices across Nova Scotia, New Brunswick, and Ontario, we provide accessible, reliable service to over 5,000 families and business owners. Our core pillarsclient relationships, education, and community engagementguide our mission to create lasting intergenerational wealth. We continuously evolve to enhance collaboration, expand services, and ensure continuity for future generations.
Services
Tax Planning
Retirement Planning
Wealth Management
Estate Planning
Business Owner Services
Investment Advisory
Financial Consultation
Portfolio Management
Insurance Planning
Pension Strategies
Highlights and features
- We offer decades of expertise in comprehensive wealth management strategies.
- Our team of 40+ advisors provides personalized, intergenerational financial solutions.
- We prioritize client education and community-driven financial literacy initiatives.
- Our partnership model connects clients with specialists in accounting and insurance.
- Accessible offices across Nova Scotia, New Brunswick, and Ontario ensure local service.
Associations and certifications
- Canadian Investor Protection Fund
- Canadian Investment Regulatory Organization
What people say
Personalized service
Proactive and passionate
Peace of mind
Trusted advisors
Regret not seeking help sooner
Services
Tax Planning
Our tax planning services optimize your financial position through strategic RRSP/TFSA contributions, capital gains management, and estate tax reduction techniques. We help individuals and businesses minimize liabilities while maximizing growth opportunities through personalized, compliance-focused strategies.
Retirement Planning
We create customized retirement plans addressing income projections, pension integration, and sustainable withdrawal strategies. Our advisors ensure clients maintain their desired lifestyle while navigating market fluctuations, with regular portfolio adjustments to align with evolving goals and timelines.
Wealth Management
Our comprehensive wealth management combines portfolio diversification, risk management, and intergenerational transfer strategies. We leverage institutional-grade tools and specialized experts to build resilient investment frameworks tailored to each client's risk tolerance and financial objectives.
Estate Planning
We design holistic estate plans integrating wills, trusts, and insurance products to preserve wealth for future generations. Our approach ensures smooth asset transfer while minimizing tax implications, with ongoing updates to reflect life changes and legislative updates.
Business Owner Services
Tailored financial solutions for entrepreneurs include succession planning, business valuation, and owner benefit optimization. We help business owners separate personal and corporate finances while developing exit strategies that maximize value and ensure operational continuity.
People
Bob Mackay
Senior Financial Advisor
With over 20 years of experience, Bob Mackay specializes in helping clients achieve long-term financial security through customized investment strategies and comprehensive retirement planning solutions.
Chris Ball
Senior Financial Planner
Certified Financial Planner Chris Ball focuses on creating tailored wealth management plans for high-net-worth individuals, combining tax optimization strategies with intergenerational wealth transfer solutions.
Emily Rae
Senior Financial Planning Advisor
Emily Rae provides holistic financial planning services, specializing in retirement income strategies and portfolio management for pre-retirees and retirees across Atlantic Canada.
Marc Pinet
Wealth Management Advisor
Marc Pinet offers integrated financial solutions for business owners, focusing on succession planning, corporate structure optimization, and personal wealth accumulation strategies.
Sheumas MacDonald
Financial Planning Advisor
Sheumas MacDonald specializes in comprehensive financial planning for families, with expertise in education savings plans, insurance protection, and estate planning coordination.
Questions
What financial planning services do you offer?
We provide tax planning, retirement strategies, estate planning, investment management, and business owner solutions tailored to individual client needs.
How are you different from other financial advisors?
Our partnership model combines institutional resources with personalized service, supported by specialists in accounting, insurance, and investment planning.
How do I start working with an advisor?
Schedule a free discovery meeting to discuss your financial goals and receive personalized recommendations based on your unique circumstances.
Do you serve clients outside Halifax?
Yes, we serve clients throughout Nova Scotia, New Brunswick, and Ontario from multiple office locations.
How are your advisory fees structured?
Our fees are transparent and based on the complexity of services required, with options for both asset-based and flat-fee structures.
