Robert-Yves Mazerolle, Cfp, Cim, Ris Email & Phone Number

Having been in the financial services industry since 1989 and independent since 2000, I provide holistic wealth management services for Canadian families (dans les deux langues officielles). My Wealth Management services and advice extend to Investment Management, Estate & Tax Planning, Insurance Services, Retirement Planning, Planned Gifting, Debt & Cash Flow Management and general advice on Taxation. I provide services in both official languages with clients in Nova Scotia, New Brunswick, Quebec, Ontario and Alberta. A segment of my practice is dedicated to Responsible Investing (RI) for clients who wish to encourage higher Environmental, Social and Governance (ESG) practices. In my spare time, I play traditional music. I also serve on the board of Société Promotion Grand-Pré as president and I am Honorary Consul for France in Halifax.En Français: Conseiller principal dans le cabinet que j’ai fondé en l’an 2000 chez Assante, j'offre mes services en gestion de patrimoine dans les deux langues officielles en Nouvelle-Écosse, Nouveau Brunswick, Québec, Ontario et Alberta. Un segment de ma clientèle est aussi dédié à l'investissement responsable (IR) afin de supporter les efforts à améliorer les standards en matière d'environnement, sociaux & gouvernance des entreprises. Dans mes temps libres, je joue de la musique traditionnelle. Je siège aussi en tant que président de la Société Promotion Grand-Pré, et j’occupe la fonction de Consul honoraire de France à Halifax.

Listed skills include Retirement Planning, Wealth Management, Estate Planning, Financial Planners, and 20 others.