10 Best Wealth Management Companies in Halifax

Eastport Financial Group Inc. (Efg) held a coveted position in the top 10 list due to its sincere customer service. The firm located in Halifax led by its admirable client dedication that champions individual attention and accountably creating wealth planning. EFG is a boutique firm, ensuring its clients receive personalized and expert advice that big institutions cannot provide more...

Eastport Financial Group Inc. (Efg) held a coveted position in the top 10 list due to its sincere customer service. The firm located in Halifax led by its admirable client dedication that champions individual attention and accountably creating wealth planning. EFG is a boutique firm, ensuring its clients receive personalized and expert advice that big institutions cannot provide. Clients cite the honesty, dependability, and capability of the financial advisors. The testimonials point out that EFG provides dedicated counsel, needed support, and proper asset protection. Most clients declare that EFG staff and Jonathan, the CEO, give superior advice and meet the customers’ needs. Clients appreciate the firm for the risk management approach, tax planning, and robust investment strategies. They recommend Eastport for its comprehensive financial advisory and offer detailed financial planning guarantees. Clients like it because of the great customer service and the superior financial planning strategies that make it one of the top-10 firms in Canada.

World Financial Group (WFG) ranks in the top ten. The company offers a wide range of financial services and products from highly respected companies, showcasing its commitment to trust and transparency. Many clients highlight WFG's dedicated professionals, personalized advice, and welcoming atmosphere. Reader reviews show a commitment to financial literacy, with the vast majorit more...

World Financial Group (WFG) ranks in the top ten. The company offers a wide range of financial services and products from highly respected companies, showcasing its commitment to trust and transparency. Many clients highlight WFG's dedicated professionals, personalized advice, and welcoming atmosphere. Reader reviews show a commitment to financial literacy, with the vast majority of reviewers giving praises for the supportive community at WFG. The only reviews that present a strong negative view are from a select group of individuals. Therefore, WFG has thrived in its commitment to customers.

National Wealth Management is one of the Top Ten due to versatile client service and excellence. The company’s independent approach aids affluent families and entrepreneurs with sound financial advice while prioritizing community investment and social and environmental sustainability. Client testimonials reveal consistent support from Todd Ellis and his staff, who guide clients more...

National Wealth Management is one of the Top Ten due to versatile client service and excellence. The company’s independent approach aids affluent families and entrepreneurs with sound financial advice while prioritizing community investment and social and environmental sustainability. Client testimonials reveal consistent support from Todd Ellis and his staff, who guide clients throughout their financial journey while developing meaningful relationships with them. Clients appreciate the team's tailored approach, clarity in communication, and commitment to their well-being. The firm’s client-centric nature and social responsibility have made it one of the Top Ten choices for big investors.

J G Burke Investments & Financial Planning has a long-standing tradition of custom financial planning. The firm is led by experienced Greg and Amber. The firm has been providing services for over 20 years now. This demonstrates their stint in providing excellent strategies, support, and tailored solutions for their clients. The firm exceeds the clients’ expectations and they alw more...

J G Burke Investments & Financial Planning has a long-standing tradition of custom financial planning. The firm is led by experienced Greg and Amber. The firm has been providing services for over 20 years now. This demonstrates their stint in providing excellent strategies, support, and tailored solutions for their clients. The firm exceeds the clients’ expectations and they always communicate effectively. The firm always considers its clients’ unique needs. The firm has built long-term relationships for decades which demonstrates its trust, personalized attention, and technical competence. This makes it a top financial advisory firm in Canada for individuals and families.

Design Your Future Financial Services is a top 10 firm known for personalized, transparent financial solutions built by a holistic approach to planning that recognizes the differences in business owners and employees. Clients rave about Steve's thoughtfulness, professionalism, and ability to change their lives. His One Number Solution and other services have made solving complex more...

Design Your Future Financial Services is a top 10 firm known for personalized, transparent financial solutions built by a holistic approach to planning that recognizes the differences in business owners and employees. Clients rave about Steve's thoughtfulness, professionalism, and ability to change their lives. His One Number Solution and other services have made solving complex financial problems a breeze. The company's low-fee investment schemes for socially responsible and environmentally friendly firms support its commitment to transparency. Its expert alliances and personalized customer service help its clients meet their financial objectives effectively.

We take a comprehensive approach to wealth management and financial planning. Our plans are designed with statistical techniques and supported by academic research. Traditional investment methods are notorious for exposing a consistent lack of performance in the leading market indicators and charging higher fees. The foundation of evidence-based investing is the belief that all more...

We take a comprehensive approach to wealth management and financial planning. Our plans are designed with statistical techniques and supported by academic research. Traditional investment methods are notorious for exposing a consistent lack of performance in the leading market indicators and charging higher fees. The foundation of evidence-based investing is the belief that all information can be incorporated into security prices. We believe that the price of a security is determined by its collective value to the many buyers and sellers in the market. The markets are an ally and not an enemy to us. Four of the most deadly words in finance include "This time it's Different". Market belief suggests that there is no way to consistently create value by stock selection, market timing, or any other active management technique. These strategies are associated with higher costs and greater risks. This investment philosophy allows our clients to stick with their financial plans even in times of market volatility. Quantitative techniques allow us to lower our fees, which helps grow client wealth.

BMO, a North American bank leader, is driven by one purpose: To Boldly Grow The Good in Business and Life. The purpose of BMO informs and drives our strategy and ambition. It also reinforces our commitment to the pursuit of progress, which is for a healthy economy, sustainable future, and inclusive society. We are the 8th-largest bank in North America, by assets. Our services i more...

BMO, a North American bank leader, is driven by one purpose: To Boldly Grow The Good in Business and Life. The purpose of BMO informs and drives our strategy and ambition. It also reinforces our commitment to the pursuit of progress, which is for a healthy economy, sustainable future, and inclusive society. We are the 8th-largest bank in North America, by assets. Our services include personal and business banking, investment banking, and global markets. Our success is a source of pride for families, individuals, and businesses throughout North America. Because we are focused on growing, investing, and changing how we do business to improve performance, we can be more effective in serving our clients, customers, and the communities we serve. Financial progress for customers and funding clients' innovation and growth. Investment in the future readiness of our workforce and leadership efforts to create a vibrant economy and a sustainable society. BMO Private Wealth is a multidisciplinary group of experts from Canada's top private banks. They offer a variety of solutions and strategies in investment management and private banking.

Affinity Financial Group was established as a group of independent advisors who are committed to providing high-quality client solutions. We avoid the conflicts of interest and other limitations common in the Financial Planning / Investment Advisory sector. To create an effective financial plan, we review every aspect of the client's financial situation. We have the ability more...

Affinity Financial Group was established as a group of independent advisors who are committed to providing high-quality client solutions. We avoid the conflicts of interest and other limitations common in the Financial Planning / Investment Advisory sector. To create an effective financial plan, we review every aspect of the client's financial situation. We have the ability to disrupt the status quo through an innovative business model. This has enabled us to offer advice and create a compensation structure that better aligns our clients' interests with those of our advisory team. Affinity Financial Group is committed to managing a client base efficiently that maintains high levels of service, commitment, and trust throughout each business relationship. Trust and mutual respect are the foundation of any good relationship. This increases our clients' success in reaching their financial goals, leading to a higher quality of life.

Healy Financial Planning is dedicated to helping families and communities achieve their goals and reap the rewards of success. We aim to assist our clients in achieving financial freedom and financial security through sound planning. Healy Financial Planning's vision is to help families and communities achieve their goals and reap the rewards of success. We want to ensure t more...

Healy Financial Planning is dedicated to helping families and communities achieve their goals and reap the rewards of success. We aim to assist our clients in achieving financial freedom and financial security through sound planning. Healy Financial Planning's vision is to help families and communities achieve their goals and reap the rewards of success. We want to ensure that our clients are financially secure and free from financial worries by providing sound planning. Our clients' planning with us is a way for them to be able to improve their lives and that of their families. Their greatest joy is seeing their success and maximizing opportunities. They also desire to be assured that planning is an important part of the firm's top priorities. The structured approach we use gives our clients a clear understanding of the best way to care for themselves, their families, and their business.

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than more...

IG Wealth Management, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business. Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, and insurance. Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have access to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive. Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership, and the IG Wealth Management specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and your clients succeed.