DARTMOUTH, NS, April 20, 2016 /CNW/ - Assante Wealth Management has announced that it has acquired the assets of Ramey Investments Inc. Six advisors from Ramey, who are highly regarded in Nova Scotia, have also joined Assante.
Keith Ramey, Gary Ramey, Tim Ramey, Blaine Conrad, Paul Nauss and Ralph Wilson have joined Assante Financial Management Ltd. and are servicing clients mainly in Nova Scotia from their existing location in Dartmouth. Gary Ramey continues as branch manager.
Ramey Investments is a metro-based independent firm that has been serving Nova Scotia since 1975 and recently celebrated its 40th anniversary. The firm shares Assante's core value of providing clients with unbiased, integrated financial advice. Keith Ramey entered the investment industry in the 1960s and is considered a pioneer in providing financial advice to the people of Nova Scotia. "The investment world is going through a period of consolidation and we felt that joining the professional culture of Assante Financial Management Ltd. was a logical step for our advisors and, most importantly, our valued clients," said Keith Ramey.
"We continue to grow in Atlantic Canada," said Eric Lauzon, Regional Vice-President of Business Development for Eastern Canada. "The advisors joining us from Ramey Investments are the second group of advisors in Nova Scotia to join Assante in less than a year. This is a testament to Assante's ability to meet the needs of independent advisors and support them in growing their businesses and providing clients with valuable long-term financial, estate and investment planning."
"Established professional advisors across Canada are choosing to join Assante," said Steven Donald, President, Assante Wealth Management. "We welcome the advisors in Atlantic Canada, who share our commitment to professionalism and complete wealth management advice for our clients."
Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 750 advisors who oversee approximately $34 billion in assets for 300,000 clients and their families nationwide. Assante provides its clients with a complete approach to planning that incorporates all aspects of their financial lives – risk management, estate planning, tax planning, as well as investment management. Assante is a subsidiary of CI Financial Corp. (TSX: CIX), a financial services company with $143 billion in assets as of March 31, 2016.
SOURCE Assante Wealth Management
For further information: Eric Lauzon, Regional Vice-President, Business Development, Assante Wealth Management, (514) 780-2716, firstname.lastname@example.org