Best Financial Advisors in Halifax, NS

“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.”

“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'.”

“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.”

“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!”

“Excellent service!”

“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.”

“I have felt my needs are met, and I have full trust in Laurie and her team.”

“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...”

“Very professional and comfortable environment.”

“I would strongly recommend contacting him if you need financial advice.”

“They are easy to deal with”

“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...”

“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...”

“Graham and Thomas have been business partners with my father and I for several years and they are great to work with.”

“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...”

“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...”

“I've worked with Wendy & her team for almost a decade from help with my personal financial literacy to planning with my business growth.”

“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.”

“1) TheGPSProcess™- a 45 minute live presentation of TheGPSProcess™ as a tool for biblical financial stewardship. For a preview, please visit The Past, The Present and The Future - a 45 minute live presentation of Mr.Singh's spiritual journey beginnin...”