Jim Davison, CFP, CLU, Ch.F.C.
Jim started in the business in 1996 as part of an agency sales force of a major insurance company. He has completed the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (Ch.F.C.) industry designations and has expanded his practice though the purchases of two retiring advisor’s businesses. Jim is licensed for all of Nova Scotia though primarily services the Halifax Regional Municipality, Clare Shore, Truro, South and South West regions.
Peter Orser, CFP,
Wealth Advisor, Branch Manager
Peter graduated from the University of Ottawa with a Bachelor of Commerce in 1992. Prior to becoming an Advisor, he worked in various roles in the Financial Services sector in both Ontario and the Atlantic Provinces. In 2002, Peter became a Wealth Advisor and Branch Manager for Assante Financial Management Ltd. and maintains clients in various provinces including Nova Scotia, New Brunswick and Ontario. Peter is a Certified Financial Planner professional and is a Licensed Insurance Advisor.
Peter has lived in Halifax since 1999, is married to his wife Teresa and has two daughters in High School and University. In his spare time, he volunteers his financial and leadership experience with various clubs and committees, he has run a few marathons and continues to be active in running, hockey and golf.
As a licensed advisor focusing on financial, tax, estate and insurance strategies for over 18 years, Peter works closely with families, business owners and professionals, providing ongoing advice that is specific to their personal or business needs and desired outcomes.
Peter collaborates with his client’s other professionals (accountants, lawyers) or can use the professional services and resources available through Assante Wealth Management and his network of contacts.
Client Relations Manager
Teresa comes to Assante Financial Management Ltd. with 19 years of sales and marketing experience in the IT industry, the last 12 years as Partner Account Manager serving businesses in Atlantic Canada and the Prairies. Deciding to partner in their family business, Teresa has worked in our office with Peter Orser, Advisor, for 8 years now. She grew up in Port Williams, NS, received her undergrad and business certificate from Acadia University and started her career in Toronto, Ontario where she lived for 6 years. Upon meeting Peter in Toronto, they both had the opportunity through work to move to Halifax and began to settle their life in Nova Scotia together. Proud mom of 2 teenage girls in University and High School, she volunteers in various community outreach programs and school committees and in her spare time enjoys running, golf, music and reading. Teresa works to ensure client processing runs smoothly and efficiently. She is also responsible for marketing, client communication and scheduling.
FLMI Marketing Associate
Debbie has 35 years in the insurance industry and has worked in many capacities including prior to this position, the business manager of a major insurance company. She obtained the Fellow Life Management Institute (FLMI) designation. Debbie works primarily with Jim though is a resource for the entire office.
Beth van Hoeve
Beth comes to Assante with eight years in the non-profit sector and an Honours BBA. She is a people-person and is passionate about growing our ESG investments. Beth lives in Halifax with her husband and in her spare time enjoys playing sports, creating and travelling.