Professionals in Dartmouth
Browse 122 professionals in Dartmouth, Nova Scotia.
Adam Smith Financial Advisor
Dartmouth, NS
Assante Capital Management Ltd.
Dartmouth, NS
Assante Hydrostone
Dartmouth, NS
Assante Wealth Management Ltd.
Dartmouth, NS
Atlas Financial Group
Dartmouth, NS
Cassis & Associates Financial Services Ltd.
Dartmouth, NS
Coastal Financial
Dartmouth, NS
Cory Stuart - TD Financial Planner
Dartmouth, NS
Edward Jones - Financial Advisor: Christopher Stewart
Dartmouth, NS
Edward Jones - Financial Advisor: Stephen A Wiles
Dartmouth, NS
First Wealth Advisors
Dartmouth, NS
Foxgrove Benefit Consulting
Dartmouth, NS
Halifax Debt Freedom
Dartmouth, NS
Healy Financial Planning
Dartmouth, NS
HUB Financial
Dartmouth, NS
Jason Graves - Financial Planner at Sun Life, QAFP*, CHS*
Dartmouth, NS
Legacy Financial
Dartmouth, NS
Magnify Wealth
Dartmouth, NS
Matthews McDonough Financial Planning
Dartmouth, NS
Merestone Financial Planning
Dartmouth, NS
Michel Leger - TD Wealth Private Investment Advice
Dartmouth, NS
One Stop Financial Solutions
Dartmouth, NS
R&R Wealth
Dartmouth, NS
SBW Wealth Management
Dartmouth, NS
Southcoast Financial Group
Dartmouth, NS
Starboard Wealth Planners
Dartmouth, NS
Summa Financial Services Inc.
Dartmouth, NS
Trinity Wealth Partners
Dartmouth, NS
Verecan Capital Management Inc.
Dartmouth, NS
Worthy Financial
Dartmouth, NS
Clinton Wilkins Mortgage Team - Dartmouth
Dartmouth, NS
Merrick Financial Inc. | Advice Only Financial Planner
Dartmouth, NS
easyfinancial Services
Dartmouth, NS
Himmelman & Associates Financial Advisors Inc.
Dartmouth, NS
David Doherty: Primerica - Financial Services
Dartmouth, NS
Edward Jones - Financial Advisor: Scott McFarlane
Dartmouth, NS
The Bays at Invest Nova Scotia
Dartmouth, NS
Dundee Private Investors Inc
Dartmouth, NS
IG Wealth Management
Dartmouth, NS
Mercier Mediation & Financial Services
Dartmouth, NS
The Moore Wealth Group Inc
Dartmouth, NS
Atlantic Shield Insurance & Financial Inc.
Dartmouth, NS
Belmont Health & Wealth
Dartmouth, NS
BMO Private Wealth
Dartmouth, NS
National Bank Financial
Dartmouth, NS
Scotia Wealth Management
Dartmouth, NS
Scotia Wealth Management - Halifax
Dartmouth, NS
adam perritt, pfp - financial planner, rbc fina ncial planning
dartmouth, NS
Andrew Bonazza - BMO Financial Planner
Dartmouth, NS
bandn financial services
dartmouth, NS
Bishop Wealth Management Inc
Dartmouth, NS
canterfield investments limited
dartmouth, NS
carboncure technologies inc
dartmouth, NS
Charmaine Warr - BMO Financial Planner
Dartmouth, NS
CIBC Financial Advisor: Lawrence Deveaux
Dartmouth, NS
CIBC Financial Advisor: Matthew Grandy
Dartmouth, NS
CIBC Financial Advisor: Samantha Towers
Dartmouth, NS
CIBC Financial Advisor: Tony Hoyeck
Dartmouth, NS
CIBC Financial Advisor: Valan Byrne
Dartmouth, NS
Colin Hicks - ScotiaMcLeod - Scotia Wealth Management
Dartmouth, NS
Collins Financial Consulting
Dartmouth, NS
d'entremont, hugh t
dartmouth, NS
Dale Callaghan - The Callaghan Group - ScotiaMcLeod - Scotia Wealth Management
Dartmouth, NS
David Milner, BMO Nesbitt Burns Investment Advisor
Dartmouth, NS
drew martin mortgages
dartmouth, NS
dun bradstreet canada
dartmouth, NS
Duncan Carnegy - Schooner Advisory Group - Scotia Wealth Management
Dartmouth, NS
eastinancial
dartmouth, NS
exton financial services ltd
dartmouth, NS
Fairlead Financial
Dartmouth, NS
financial strategies group inc
dartmouth, NS
First Wealth Advisors - Trent MacKeen
Dartmouth, NS
Fred S Gordon Financial Svc
Dartmouth, NS
g f s financial planning
dartmouth, NS
greengrass frank financial services inc
dartmouth, NS
idc financial
dartmouth, NS
IG Wealth Management - BERNADETTE MACPHERSON
Dartmouth, NS
IG Wealth Management - Brad Schnare
Dartmouth, NS
IG Wealth Management - BRIAN Rose, CFP
Dartmouth, NS
IG Wealth Management - CRAIG MCDONALD
Dartmouth, NS
IG Wealth Management - Donna Upham, CFP
Dartmouth, NS
IG Wealth Management - DOUG SHIELDS, B Sc M Sc
Dartmouth, NS
IG Wealth Management - Erin Tilley, Certified Financial Planner
Dartmouth, NS
IG Wealth Management - JACLYN BRADSTOCK
Dartmouth, NS
IG Wealth Management - Jeff Boyd
Dartmouth, NS
IG Wealth Management - Kasia Stolarz, CFP
Dartmouth, NS
IG Wealth Management - PATRICIA HIMMELMAN
Dartmouth, NS
IG Wealth Management - SANDRA BOYD
Dartmouth, NS
IG Wealth Management - SHERRI MACKENZIE, CFP
Dartmouth, NS
INSIGHT Wealth Management
Dartmouth, NS
Investia Financial Services Inc
Dartmouth, NS
investment planning counsel
dartmouth, NS
IPC Investment Corporation - Dan Martin
Dartmouth, NS
IPC Investment Corporation - Gary Fortune
Dartmouth, NS
Jack Macintyre - TD Financial Planner
Dartmouth, NS
Jeffrey LeBlanc - Private Investment Counsel - Scotia Wealth Management
Dartmouth, NS
Jennifer Donnelly - BMO Financial Planner
Dartmouth, NS
Keith MacLeod - Schooner Advisory Group - Scotia Wealth Management
Dartmouth, NS
Kevin Casey - Schooner Advisory Group - Scotia Wealth Management
Dartmouth, NS
krista snow - ig wealth management
dartmouth, NS
Kurt Scholz - Private Banking - Scotia Wealth Management
Dartmouth, NS
l l financial group inc
dartmouth, NS
livus consulting ltd
dartmouth, NS
MacLean Wealth Management Group - TD Wealth Private Investment Advice
Dartmouth, NS
Mike McSorley Mulholland: Financial Planner at BMO
Dartmouth, NS
nova scotia financial center
dartmouth, NS
Performance Plus Financial
Dartmouth, NS
Peter Boyd - Schooner Advisory Group - Scotia Wealth Management
Dartmouth, NS
ppi solutions
dartmouth, NS
ppi solutions (atlantic inc)
dartmouth, NS
Precipice Capital Advisory Services Inc.
Dartmouth, NS
Reeves Wealth Management Inc: Jeff Reeves
Dartmouth, NS
rossy financial services
dartmouth, NS
Ryan White - The White Thompson Group - ScotiaMcLeod - Scotia Wealth Management
Dartmouth, NS
Sampson Financial Services
Dartmouth, NS
sinclair billard weld
dartmouth, NS
southwind group accounting financial services
dartmouth, NS
super dave's financing and leasing
dartmouth, NS
tartan rehab limited
dartmouth, NS
TD Wealth Private Investment Advice
Dartmouth, NS
Theriault Financial Inc
Dartmouth, NS
Van Amburg Financial Ltd.
Dartmouth, NS
Frequently Asked Questions
How much does a financial advisor cost in Dartmouth?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.