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.

National Wealth Management

National Wealth Management

(3)
Travel Insurance, Retirement Planning, Financial Planning
“Initially meeting in person at least three times a year we have been able to meet on-line in a comfortable manner.”
1959 Upper Water St #407, Halifax, NS B3J 3N2
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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(28)
  • Future
  • Decision
  • Retirement
“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)
  • 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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Wealth Creation Made Simple

Wealth Creation Made Simple

(24)
  • Management
  • Team
  • Knowledge
“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.”
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (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
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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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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EB Wealth

EB Wealth

(3)
Wealth Management, Estate Planning, Succession Planning
“Brett Watt is very knowledgeable and helpful!”
84 Chain Lake Dr, Halifax, NS B3S 1A2
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April Stroink, Money Coach

April Stroink, Money Coach

Health and Wellness Business Finance, Small Business Finance, Personal Finance
“As a Money Coach who specializes in helping health and wellness professionals, I wanted to share with you my thoughts on paying taxes. Yes, you read that right…I believe paying taxes is a good thing. Why, you might ask?Paying taxes means that your he...”
2371 Agricola St, Halifax, NS B3K 4B7
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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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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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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
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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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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...”
Family Business
1969 Upper Water St Tower 2, Suite 1801, Halifax, NS B3J 3R7
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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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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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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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