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Starboard Wealth Planners
Retirement, Insurance, Services
“I have felt my needs are met, and I have full trust in Laurie and her team.”
Best Financial Advisors in Halifax, NS
Handpicked from 54 vetted & reviewed Financial Planning & Wealth Management firms in the Halifax area, discover the top 5 leading options among the selected group of 24 finalists.
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Gordon Stirrett Wealth Management
- 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.”
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Eastport Financial Group
- 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'.”
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Wealth Creation Made Simple
- 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.”
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Worthy Financial
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!”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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National Wealth Management
Travel Insurance, Retirement Planning, Financial Planning
“Excellent service!”
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Healy Financial Planning
“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.”
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Himmelman & Associates Financial Advisors
- 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.”
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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...”
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Adam Smith Financial Advisor
“I would strongly recommend contacting him if you need financial advice.”
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Granville Group Insurance & Financial
“They are easy to deal with”
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Richard McKenster Financial Planning
“Very professional and comfortable environment.”
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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...”
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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...”
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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...”
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F&S Advantage
“My experience with QB Training Experts Ltd has been one of quick solutions, accurate entries, trouble-shooting, teachable moments and professionalism; with no judgement!”
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Affinity Financial Group - Harbourfront Wealth Management
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.”
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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...”
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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...”
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Equity Associates
“Everyone that I've ever dealt with is friendly and knowledgeable.”
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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.”
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Assante Financial Management
“Very accessible, friendly, knowledgable service.”
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Maceachern Financial
“People are often unsure of how to plan financially for their retirement, make investments or save for their child's education. At MacEachern Financial a six-step process is followed, as outlined by the Financial Planning Standards Council, to help yo...”
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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.”
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
Why these companies made our list
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