Best Financial Advisors in Halifax, NS

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

Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(27)
  • Company
  • Office
  • Needs
“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

(23)
  • Understand
  • Team
  • Family
“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
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
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Equis Group Benefits

Equis Group Benefits

(10)
Critical Illness Insurance, Group Retirement Plans, Disability Insurance
“As a financial advisor, I refer all my business owner clients to Geoff for their group benefit needs.”
In Business Since 2008
Free Initial Consultation
Purdy's Wharf Tower 1, 1600-1959 Upper Water Street, 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.”
Family Business
In Business Since 2000
Free Initial Consultation
5657 Spring Garden Rd Suite 501, Halifax, NS B3J 3R4
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Wealth Creation Made Simple

Wealth Creation Made Simple

(10)
“I have watched this progression grow and with their guidance and invaluable advice have been able to not think about it ,get on with my life and enjoy knowing my interests are in trusting hands.”
In Business Since 2009
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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Worthy Financial

Worthy Financial

(5)
Financial Coaching, Online Financial Planning, I Want To Be A Homeowner
“Our experience with Worthy Financial left us feeling absolutely worthy, and like we truly have someone in our corner rooting for us every step of the way as we figure out our futures in these "unprecedented times".”
In Business Since 2020
1959 Upper Water St Tower 1, Suite 1301, Halifax, NS B3J 3N2
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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.”
In Business Since 2001
1444 Dresden Row, Halifax, NS B3J 3T5
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Adam Smith Financial Advisor

Adam Smith Financial Advisor

(2)
“Working together to identify your personal or business financial security needs and goals and establish a financial security plan to get there.”
In Business Since 2018
1959 Upper Water St #1600, Halifax, NS B3J 3N2
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Granville Group Insurance & Financial

Granville Group Insurance & Financial

(1)
“They are easy to deal with”
In Business Since 2003
5991 Spring Garden Rd #595, Halifax, NS B3H 1Y6
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Starboard Wealth Planners

Starboard Wealth Planners

(1)
“I have felt my needs are met, and I have full trust in Laurie and her team.”
In Business Since 2012
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.”
In Business Since 2003
6021 Young St #201, Halifax, NS B3K 2A1
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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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Assante Hydrostone

Assante Hydrostone

“*By confirming your e-mail address you provide Assante Hydrostone with your express consent to send you the news, event notifications and other Commercial Electronic Messages (“CEM”) related to finances and/or investments that may be of interest to y...”
In Business Since 2011
5548 Kaye St, Halifax, NS B3K 1Y5
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R&R Wealth Management

R&R Wealth Management

“We provide outstanding expertise to help our clients create and protect their personal wealth, and help them to distribute it wisely. Our clients value our personal approach and decades of experience while enjoying the benefits of working with some o...”
In Business Since 2014
3204 Barrington St #2, Halifax, NS B3K 5L8
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EB Wealth

EB Wealth

(3)
Wealth Management, Estate Planning, Succession Planning
“Brett Watt is very knowledgeable and helpful!”
In Business Since 2019
84 Chain Lake Dr, Halifax, NS B3S 1A2
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Accountant Halifax by Wealth Knight

Accountant Halifax by Wealth Knight

Business Advisory, Taxation, Workflow Management
“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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April Stroink, Money Coach

April Stroink, Money Coach

“Are you proud of what your business does, but anxious about how it actually runs? Add more profit into your practice, and confidence into your money decisions, with my new 5-week financial systems online course—Profit in Practice.”
In Business Since 2018
Family Business
2371 Agricola St, Halifax, NS B3K 4B7
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Black Star Wealth

Black Star Wealth

(1)
“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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Southport Asset Management Limited

Southport Asset Management Limited

“We are proud to announce that Southport Benefits Solutions is now an official representative for the Canadian Federation of Independent Business Group Benefits program. As part of the CFIB advisor network, Southport has access to the national network...”
In Business Since 2008
Transparent Fees & Pricing
3845 Joseph Howe Dr #402, Halifax, NS B3L 4H9
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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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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...”
In Business Since 2016
Family Business
1969 Upper Water St Tower 2, Suite 1801, Halifax, NS B3J 3R7
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Affinity Financial Group - Harbourfront Wealth Management

Affinity Financial Group - Harbourfront Wealth Management

(2)
“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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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 0E7
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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.

Why these companies made our list

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