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Service | Sub Service | Average Price Range (CAD) |
---|---|---|
Investment Management | Portfolio Analysis |
$200 - $300
Call to Book
|
Retirement Planning |
$150 - $250
Call to Book
|
|
Investment Strategy Development |
$300 - $500
Call to Book
|
|
Financial Advisory | Debt Management |
$100 - $200
Call to Book
|
Tax Planning |
$150 - $250
Call to Book
|
|
Insurance Advice |
$100 - $200
Call to Book
|
|
Wealth Management | TFSA Setup |
$50 - $100
Call to Book
|
RRSP Setup |
$50 - $100
Call to Book
|
|
Goal-Based Financial Planning |
$200 - $400
Call to Book
|
|
Client Education | Financial Workshops |
$30 - $50
Call to Book
|
One-on-One Consultations |
$100 - $150
Call to Book
|
|
Investment Seminars |
$100 - $200
Call to Book
|
|
Account Management | Account Review Meetings |
$100 - $200
Call to Book
|
Investment Monitoring |
$80 - $150
Call to Book
|
|
Account Closure Assistance |
$50 - $100
Call to Book
|
Gordon Stirrett Wealth Management’s seasoned advisors can support you in addressing all financial concerns. Our financial services include financial planning, wealth management, estate planning, and retirement planning in Halifax, Nova Scotia. Contact us today. Your financial services are important to you, irrespective of your financial goals. Our advisors will consult with you to understand your key financial priorities and objectives. We create tailored solutions based on information from which we then build a comprehensive, step-by-step plan to address them. Life is full of surprises and unexpected events that can ruin the lifestyle you have worked so hard for. Smart insurance planning can mitigate the impact of life's unforeseen events on your financial well-being. Our advisors are skilled at identifying which assets are most important to you and implementing plans to protect them. Protecting what you have worked so hard for and ensuring your family is taken care of takes planning. Creating an estate plan requires a deep understanding of laws and regulations, which may be difficult. Our experienced TEPs (Trust and Estate Practitioners) can help you understand your legacy and make informed decisions. Our advisors can also avoid costly errors. Our Halifax financial services experience allows us to assist you in creating a legacy that promotes your values and protects your heirs' future.
 
Gordon Stirrett Wealth Management and its staff, particularly Scott, have received stellar reviews. The consistency and clarity of their financial advice have impressed many clients. Several commend how welcoming the staff are and the second opinion offer is helpful. The staffers are always willing to answer any queries and can put clients at ease when they explain the complex financial planning process, another appreciated aspect of their work. Both their thorough analysis of client needs and risk tolerance, as well as their personal attention, are preferred by many clients. They are particularly famous for offering financial peace of mind and ensuring their client’s financial future. The firm is recommended for potential clients who are keen on accounting for their financial planning.
 
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