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Inclusive Financial Planning
“Laura's non-judgemental and earnest approach to helping you with your finances is refreshing - especially in what can be an intimidating and stuffy industry.”
Best Financial Advisors in Truro, NS
10 firms listed · 5 in Truro · 1 open weekends · 8 rated 4.5+
Data verified October 21, 2026
Ramsey T & D Financial Investia Financial Services
Equity Associates
Manulife Securities Investment Services
Cibc Wood Gundy Truro Branch
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Trinity Wealth Partners
“Rick took over my account from another adviser who moved on and helped me through a big mess.”
The 10 firms listed for Truro, NS offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Truro, NS
5 of the 10 firms we list are based in Truro; the other 5 serve Truro from Bedford (77 km), Dartmouth (78 km) and Halifax (83 km). The firms on this page are rated from 4.0 to 5.0 across 165 reviews; 1 has 50 or more reviews and 8 are rated 4.5 or higher. 1 is open on Saturdays. Domain records put 3 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for 6 of the firms on this page; 4 publish a contact page; 5 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Truro listed here?
5 of the 10 firms are in Truro itself. The rest come from other towns within 85 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Robert Sidney CFP
“He and his team have always been responsive, extremely well-informed, and innovative.”
Assante Financial Management
Control and Compound Financial
“It's rare to find someone in the financial space who you can trust implicitly to put your interests first, but that is exactly what Connor does”
Eastport Financial Group
“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'.”
Why these companies made our list
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