Halifax, NS

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Halifax, NS
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Best Financial Advisors in Halifax, NS

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Halifax area.

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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(30)
  • Future
  • Decision
  • Advice
“Always understanding of my needs and fully informative regarding my options, they clearly stand head and shoulders over any other financial management company I have dealt with in the past.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
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Eastport Financial Group

Eastport Financial Group

(25)
  • Community
  • Understand
  • Team
“I choose to work with Jonathan & his team at Eastport Financial as they share our values of valuing 'long term relationships' over 'short term profits'.”
In Business Since 2005
Transparent Fees & Pricing
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
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Wealth Creation Made Simple

Wealth Creation Made Simple

(25)
  • Matter
  • Knowledge
  • Team
“Everything was explained very well, they care about you as a person and a customer, and I felt much more secure about my financial future by the end of my appointment.”
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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Worthy Financial

Worthy Financial

(9)
Financial Coaching, Online Financial Planning, I Want To Be A Homeowner
“He created a detailed projection of our retirement and gave us so many tips to help us save money, what we paid for his services we will be saving (more actually) in interest thanks to his advice!”
1959 Upper Water St Tower 1, Suite 1301, Halifax, NS B3J 3N2
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National Wealth Management

National Wealth Management

(6)
Travel Insurance, Retirement Planning, Financial Planning
“Excellent service!”
1959 Upper Water St #407, Halifax, NS B3J 3N2
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Healy Financial Planning

Healy Financial Planning

(2)
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
Free Initial Consultation
Family Business
5657 Spring Garden Rd Suite 501, Halifax, NS B3J 3R4
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Himmelman & Associates Financial Advisors

Himmelman & Associates Financial Advisors

(9)
  • Team
“I have been working with Brian as my personal financial planner for the past 15 years and I find his professionalism, knowledge and enthusiasm unmatched.”
1444 Dresden Row, Halifax, NS B3J 3T5
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Starboard Wealth Planners

Starboard Wealth Planners

(3)
Retirement, Insurance, Services
“I have felt my needs are met, and I have full trust in Laurie and her team.”
2371 Agricola St, Halifax, NS B3K 4B7
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April Stroink, Money Coach

April Stroink, Money Coach

Health and Wellness Business Finance, Small Business Finance, Personal Finance
“At Profit Con last year my friend, Mike Michalowicz asked me if I would speak to his community about how I overcame cash flow struggles in business last year. I immediately tensed up, “No, I don't want people to know how miserable my business was doi...”
2371 Agricola St, Halifax, NS B3K 4B7
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Richard McKenster Financial Planning

Richard McKenster Financial Planning

(1)
“Very professional and comfortable environment.”
6021 Young St #201, Halifax, NS B3K 2A1
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Adam Smith Financial Advisor

Adam Smith Financial Advisor

(1)
“I would strongly recommend contacting him if you need financial advice.”
In Business Since 2018
1959 Upper Water St #1600, Halifax, NS B3J 3N2
Featured

What is CPP (Canada Pension Plan) and how does it work? Is it worth it? Some deductions are in place before your paycheck goes into your bank account. You don't have control over some of these deductions, but do you understand them? CPP, Canada pension plan is a forced saving plan.

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Granville Group Insurance & Financial

Granville Group Insurance & Financial

(1)
“They are easy to deal with”
In Business Since 2003
998 Parkland Dr #202, Halifax, NS B3M 0A6
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Assante Hydrostone

Assante Hydrostone

“Investment products, services and recommendations are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth plannin...”
In Business Since 2011
5548 Kaye St, Halifax, NS B3K 1Y5
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Matthews McDonough Financial Planning

Matthews McDonough Financial Planning

“At Matthews McDonough Financial Planning Inc. we pride ourselves in creating and maintaining loyal relationships with our clients, associates and employees. We engage multiple resources to align and inspire your desired results. Our commitment to pro...”
In Business Since 2006
6174 Quinpool Rd, Halifax, NS B3L 1A3
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Accountant Halifax by Wealth Knight

Accountant Halifax by Wealth Knight

Automated Accounting, Tax Planning, Taxation
“Wealth Knight is a premier Canadian tax accounting and wealth management firm with two branches in Halifax, Nova Scotia and Vancouver, British Columbia. The firm specializes in serving high-net-worth individuals and businesses, both locally and inter...”
In Business Since 2018
Purdy's Wharf 1301, 1959 Upper Water St Tower 1, Halifax, NS B3J 3N2
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F&S Advantage

F&S Advantage

(2)
“My experience with QB Training Experts Ltd has been one of quick solutions, accurate entries, trouble-shooting, teachable moments and professionalism; with no judgement!”
40+ Years Experience
429 Parkland Dr, Halifax, NS B3S 1L3
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Affinity Financial Group - Harbourfront Wealth Management

Affinity Financial Group - Harbourfront Wealth Management

(2)
Affinity Private Wealth, Advisory Services Overview, Affinity Accumulation
“Graham and Thomas have been business partners with my father and I for several years and they are great to work with.”
In Business Since 2013
90 Lovett Lake Ct Suite 301, Halifax, NS B3S 0H6
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Graves Financial Advisory Group

Graves Financial Advisory Group

“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a divisio...”
Family Business
1969 Upper Water St Tower 2, Suite 1801, Halifax, NS B3J 3R7
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Bishop Wealth Management

Bishop Wealth Management

“A proud father of three beautiful girls - Marnie, Lilly, and Victoria - Matthew is a four-time National Squash Champion, 2022 National Masters Champion and placed fifth in the world in 2018. He understands there's a difference between making a living...”
In Business Since 2009
Transparent Fees & Pricing
90 Lovett Lake Ct Suite 301, Halifax, NS B3S 1B8
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Black Star Wealth

Black Star Wealth

“I've worked with Wendy & her team for almost a decade from help with my personal financial literacy to planning with my business growth.”
In Business Since 2008
6089 Lady Hammond Rd, Halifax, NS B3K 2R8
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Equity Associates

Equity Associates

(1)
“Everyone that I've ever dealt with is friendly and knowledgeable.”
5523 Young St, Halifax, NS B3K 1Z7
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Assante Financial Management

Assante Financial Management

(1)
“Very accessible, friendly, knowledgable service.”
3400 Dutch Village Rd #102, Halifax, NS B3N
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Luedey Consultants

Luedey Consultants

“We approach each client, by asking ourselves “what would we do, if we were you?” Based on our industry experience and knowledge, how would we design your plan based on your needs, your employees' / members' needs, and the value you place on benefits....”
168 Hobsons Lake Dr Suite 301, Halifax, NS B3S 0G4
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Southport Asset Management Limited

Southport Asset Management Limited

“It's time to start thinking a little differently. To add people back into the equation, and create the legacy relationships that are built on communication and last a lifetime. It's time to start trusting your advisor again. Let's get started.”
In Business Since 2008
3845 Joseph Howe Dr #402, Halifax, NS B3L 4H9
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Retirement Planning and Investment Management Services in Halifax, NS Cost Estimates

Minimum cost
$1247
Maximum cost
$10596
National Average
$3740
Avg Per Hour Rates
$374
$2493
$6856
Typical price range is based on 500 cost profiles
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Average Cost $3740
Minimum cost $1247
Maximum cost $10596
Avg Per Hour Rates $374

Typical range $2493 to $6856 is based on 500 cost profiles.

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Wealth Management Advisors near Halifax

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