Banks, David W.

Assante Wealth Management
Financial Advisor
Email: dbanks@assante.com
Phone: 902 446-3445
Fax: 902-423-6550

5548 Kaye Street
Suite 201
Halifax, NS 38
B3K 1Y5

Education & Qualifications:

CFP: Certified Financial Planner; FMA: Financial Management Advisor; CPCA: Certified Consultant on Aging; CEA: Certified Executor Advisor

Areas of Specialty:

Financial Planning Advisor

Referral Types:

Those planning for retirement and retirees. Those focusing on tax effective cash flow in the retirement years, estate considerations and health care for their parents and themselves.