10 Best Financial Consultants in Halifax

Gordon Stirrett Wealth Management consistently shows up as a top contender in the financial advisory sector due to its outstanding customer service, expertise in wealth management, and a client-centric approach. A large number of recommendations mention Scott and his team for their professionalism, experience, and commitment, thus developing a feeling of trust and peace of mind. more...

Gordon Stirrett Wealth Management consistently shows up as a top contender in the financial advisory sector due to its outstanding customer service, expertise in wealth management, and a client-centric approach. A large number of recommendations mention Scott and his team for their professionalism, experience, and commitment, thus developing a feeling of trust and peace of mind. Client comments indicate that they appreciate the team’s individualized approach, financial plans, and the welcoming environment. The presence of Trust and Estate Practitioners (TEPs) is a key factor of top-tier exceptionalism. Their support covers financial security by offering advanced estate planning. The council set the stage for satisfied customers, which is why Gordon Stirrett Wealth Management ranks as one of the top ten financial hubs.

Rated in the top ten, IG Wealth Management - Abid Hassan is known for his outstanding approach, understanding of the Canadian investment market, and commitment to helping newcomers make sound financial decisions. Abid Hassan is discussed in many client reviews. In addition to providing useful knowledge and the needed clarity concerning various investment alternatives, Hassan ado more...

Rated in the top ten, IG Wealth Management - Abid Hassan is known for his outstanding approach, understanding of the Canadian investment market, and commitment to helping newcomers make sound financial decisions. Abid Hassan is discussed in many client reviews. In addition to providing useful knowledge and the needed clarity concerning various investment alternatives, Hassan adopts a "client first" position by taking the time to understand your expectations and long-term plans before recommending any tactics. In exchange, Hassan delivers the financial ambitions of every customer as needed. These are the reasons for which Hassan is greatly regarded for its understanding, honesty, and dependability. In short, clients appreciate Hassan's strategic mindset, customization, trustworthiness, and suitability to newcomers and veterans.

Worthy Financial is one of the top ten financial planning firms in Canada, recognized for its ethical, personalized, and candid approach. The firm offers financial planning, money coaching, and retirement planning services to clients in Halifax, the greater Nova Scotia region, and beyond. Clients give outstanding remarks on Worthy Financial and Tim's detailed retirement projecti more...

Worthy Financial is one of the top ten financial planning firms in Canada, recognized for its ethical, personalized, and candid approach. The firm offers financial planning, money coaching, and retirement planning services to clients in Halifax, the greater Nova Scotia region, and beyond. Clients give outstanding remarks on Worthy Financial and Tim's detailed retirement projections and personalized financial plans, which have helped them with their goals. Additionally, clients emphasize Worthy Financial's transparency, financial literacy, and long-term partnership. This makes the firm a reliable and preferred financial planning option for public and private clients.

Adam Smith Financial Advisor has consistently ranked as a top 10 firm due to its personalized and comprehensive financial solutions. The company tailors detailed financial security strategies that meet consumer-specific ambitions and necessities. The company’s review demonstrates premium service, professionalism, and financial expertise. A satisfied customer referred to them as more...

Adam Smith Financial Advisor has consistently ranked as a top 10 firm due to its personalized and comprehensive financial solutions. The company tailors detailed financial security strategies that meet consumer-specific ambitions and necessities. The company’s review demonstrates premium service, professionalism, and financial expertise. A satisfied customer referred to them as knowledgeable and supportive and encourages them to employ their guidance regarding personal finances. Their legacy and future aspirations are also part of the planning process. Adam Smith Financial Advisor helps consumers make informed financial decisions that align with their aspirations.

Scott McFarlane of Edward Jones stands as a leader due to his client commitment, empathetic advisement, and solid financial knowledge. He has been in the business for over five years and uses a structured, personalized approach to help his clients achieve their financial goals. Scott's clients say he answers their questions, is available when they need him, and walks them throug more...

Scott McFarlane of Edward Jones stands as a leader due to his client commitment, empathetic advisement, and solid financial knowledge. He has been in the business for over five years and uses a structured, personalized approach to help his clients achieve their financial goals. Scott's clients say he answers their questions, is available when they need him, and walks them through difficult financial ideas. The fact that he is friendly and helpful when you first meet him makes a strong impression on clients, many of whom see him as a true partner in their finances. Several of Scott's online reviews show that he isn't just a polished, competent advisor; he is someone who wants to go above and beyond for his clients. McFarlane is also a Field Leader at Edward Jones, where he helps new financial advisors with their growth in the industry. This shows that he has a true passion for the profession and for helping clients achieve stability in their finances. McFarlane is a top-listed financial advisor.

Unpredictability is a fact of life. We don't want to have to worry about the possibility of losing our lives, being disabled, or having a serious illness. They can impact our financial lives and those of our loved ones. We can prepare ourselves for the future and help those who are close to us. The following products and services are offered by us: Insurance for Critical I more...

Unpredictability is a fact of life. We don't want to have to worry about the possibility of losing our lives, being disabled, or having a serious illness. They can impact our financial lives and those of our loved ones. We can prepare ourselves for the future and help those who are close to us. The following products and services are offered by us: Insurance for Critical Illness The Critical Illness Insurance provides lump-sum benefits at the onset or progression of certain conditions, such as heart attack, stroke and cancer. We have perfected the process over time. Every client is different and has unique financial needs. Each plan is customized based on the following: 1. Determining your current financial situation. 2. Developing financial goals. 3. You can identify other options. 4. Evaluation of alternatives 5. Implementing and creating a financial plan plan, and. 6. Revising and reevaluating the plan. Retirement planning is the number one reason people contact us. The most common questions we receive are: "Will I have enough money to retire?" and "How much do I need for retirement?" The analysis also includes an in-depth look at your current spending habits. How does retirement look for you? What financial resources are available (e.g. RRSPs, Pensions and TFSAs), Consider the impact of inflation and tax grinding. What can you do to make an income with what you've built? Our conversations lead to recommendations.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Because I'm passionate about helping people and finance, I became a financial advisor. My work enables Nova Scotian professionals more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Because I'm passionate about helping people and finance, I became a financial advisor. My work enables Nova Scotian professionals and business owners to take control of their finances so that they are able to enjoy retirement and stop worrying. This is why I offer a full-service, customized approach to retirement planning based on a five-step plan. You'll be able to contact me monthly to check on your strategy and give you peace of mind when you enter the next stage of your life: retirement. My approach goes beyond financial to include the other elements that contribute to a fulfilling retirement. These are health, family and purpose. My services include estate and wealth transfer strategies as well as charitable-giving strategies. I offer a concierge experience for your finances, primarily through a 30+ year partnership that is built around regular contact. My backgrounds are in investments and mathematics. My background in math has allowed me to be a teacher, researcher, and lecturer. 2017 was the year I finished my MSc. (Mathematics). Then I worked as an Equity Research analyst, making recommendations for stocks that are listed on the Canadian stock exchange. Combining strategies and well-rounded portfolios gives me an integrated approach that allows me to be holistic in my work.

Today's goal is to be able to collaborate with others in an unusual way. Our goal is to protect and preserve what people have worked hard to create a lasting legacy that will last a lifetime. This is possible by working in two different areas. Financial security planning is the first. We will help you determine the best course of action to ensure financial security. This i more...

Today's goal is to be able to collaborate with others in an unusual way. Our goal is to protect and preserve what people have worked hard to create a lasting legacy that will last a lifetime. This is possible by working in two different areas. Financial security planning is the first. We will help you determine the best course of action to ensure financial security. This includes planning for liquidity, death and disability as well estate and retirement planning. This is done using the strategies, tactics, and tools that are provided by your planning team. This is also called life planning. The second is life planning. It involves the integration of financial and investment planning advice with who you are and what your goals are. This is done by taking time to determine your vision, mission, values, and goals. No matter what your goal is, whether it's life planning, succession planning financial security planning retirement planning or any combination thereof, we have the processes that will help you achieve them. You can expect the best from us as our client.

Clients often come to me because they are concerned that they may not be getting the right advice from their adviser. They are not comfortable making decisions about their retirement planning on their own. They are concerned about how they can: - save the most money on taxes; - make sure their loved ones have a reliable advisor should anything happen. - Use TFSAs, RRSPs, LIRAs a more...

Clients often come to me because they are concerned that they may not be getting the right advice from their adviser. They are not comfortable making decisions about their retirement planning on their own. They are concerned about how they can: - save the most money on taxes; - make sure their loved ones have a reliable advisor should anything happen. - Use TFSAs, RRSPs, LIRAs and non-registered investment accounts to benefit their family. - Manage risk. I have spent over 20 years helping families to #DreamPlanActSucceed to achieve their financial goals. Are you not getting the financial guidance that you deserve? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages and estate planning.

Since 2005, I've been working in Financial Services helping small businesses and their families achieve financial independence. I have worked in many areas, including but not limited: Health Insurance, Travel Insurance Tax Planning, Financial Advising Financial Advising Life Insurance Investments and Financial Solutions. With the support of a group of experts that may includ more...

Since 2005, I've been working in Financial Services helping small businesses and their families achieve financial independence. I have worked in many areas, including but not limited: Health Insurance, Travel Insurance Tax Planning, Financial Advising Financial Advising Life Insurance Investments and Financial Solutions. With the support of a group of experts that may include tax specialists, financial advisors, attorneys, and notaries, I will do more than just a review of your finances. I'll also consider all aspects of your financial security. Setting up a budget Reexamining your investments Evaluate any insurance requirements How to determine if your taxes can be reduced Plan your retirement Knowing your estate plans and all legal issues With this, you will have an accurate picture of your financial situation, and may even discover new opportunities.