Find the 10 Best Financial Advisors in Halifax, NS

Browse 10 financial advisors serving Halifax, NS, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
Gordon Stirrett & Associates provides comprehensive financial planning services in Halifax, Nova Scotia. Our certified advisors specialize in retirement planning, investment management, and estate solutions, helping clients achieve long-term financial security. With a focus on personalized service and community engagement, we deliver independent, expert guidance tailored to individual goals.
Retirement Planning Investment Planning Financial Planning
Fantastic service Professional advisors Confidence in future
Himmelman & Associates provides comprehensive financial planning services to Canadian clients. Our expertise spans investment management, tax and estate planning, retirement strategies, and insurance solutions. We combine institutional-grade resources with personalized advisory services to help individuals and families build, protect, and distribute wealth effectively.
Investment Planning Tax & Estate Planning Retirement Strategies
Knowledgeable and helpful Prompt and courteous staff Personalized service and integrity
Cambridge Financial Services provides customized accounting and financial management solutions for Atlantic Canadian businesses. With 35 years of experience, we offer controller services, tax planning, payroll, and growth strategy support tailored to each clients unique needs. Our client-centric approach ensures affordable, reliable services that drive sustainable business success.
Controller Services Payroll Services Bookkeeping Services
IceCap Asset Management is an independent investment firm specializing in discretionary portfolio management for individuals and institutions. We provide tailored, transparent, and cost-effective investment solutions backed by globally recognized strategies. Our focus is on delivering unique, client-centric approaches to wealth management.
Discretionary Investment Management Portfolio Management Retirement Account Management
Southport Asset Managment provides comprehensive wealth management, employee benefits, and personal insurance solutions. We combine personalized financial planning with exclusive product access to deliver tailored investment strategies, competitive group benefits programs, and customized insurance coverage. Our client-centric approach prioritizes transparent communication and long-term relationship building.
Wealth Management Employee Benefits Personal Insurance
Bishop Wealth Management offers personalized financial planning services including retirement strategies, life insurance solutions, and investment management. Our team focuses on creating customized financial paths that align with individual client goals while maintaining transparency and trust. With decades of combined experience, we serve clients in Halifax and surrounding areas through a client-first approach.
Retirement Planning Life Insurance Investments
Matthews McDonough Financial specializes in comprehensive financial advisory services, including portfolio management, wealth transfer, retirement planning, and estate strategies. We serve professionals and business owners in Nova Scotia, helping them protect assets and build legacies through personalized financial security and life planning solutions.
Financial Security Planning Life Planning Portfolio Design
Assante Hydrostone is a leading wealth management firm specializing in personalized financial planning, retirement strategies, and investment advisory services. We empower clients across Atlantic Canada and Ontario to achieve long-term financial security through tailored solutions and expert guidance. Our team of seasoned advisors prioritizes client relationships, financial education, and community impact.
Tax Planning Retirement Planning Wealth Management
Personalized service Proactive and passionate Peace of mind
SEAMARK Asset Management provides investment management services specializing in separately managed accounts, pooled funds, and Group RRSP solutions. With 40 years of experience, we serve institutional and private clients across Canada through a fiduciary-driven approach that prioritizes asset preservation and growth. Our team leverages technology to deliver customized portfolios aligned with individual risk tolerances and financial goals.
Separately Managed Accounts Pooled Funds Group RRSP Solutions
Not rated yet
R & R Wealth Management
50 Years
Not rated yet
R & R Wealth Management provides comprehensive financial planning services for business owners, professionals, and families in Atlantic Canada. Specializing in investment management, insurance solutions, and retirement planning, the firm combines personalized advisory services with access to top-tier financial institutions. With over four decades of local expertise, their certified planners help clients achieve financial security through tailored wealth management strategies.
Financial Planning Life Insurance Investment Products
Dartmouth (3.7 km) Bedford (10.7 km) Lower Sackville (16.0 km)