Professionals in Halifax
Browse 73 professionals in Halifax, Nova Scotia.
A Kochanoff Financial Services
Halifax, NS
Allan Muise Financial
Halifax, NS
Black Star Wealth
Halifax, NS
Bromwich+Smith
Halifax, NS
Christianson Financial and Christianson Securities of Aligned Capital Partners inc.
Halifax, NS
Davison & Orser Wealth Planning
Halifax, NS
EB wealth
Halifax, NS
Elliott Chaulk Private Wealth Management - IG Private Wealth Management
Halifax, NS
Eltero Financial Partners Inc.
Halifax, NS
Granville Group Insurance & Financial
Halifax, NS
IG Wealth Management - James McStay, CFP PFP B Comm
Halifax, NS
Jonathan Davies - IG Private Wealth Management
Halifax, NS
Sylvain Morin & Associates Private Wealth Management
Halifax, NS
Craigburn Capital
Halifax, NS
Wealth Creation Made Simple
Halifax, NS
BDO Debt Solutions
Halifax, NS
Harding Financial Inc.
Halifax, NS
Invest Nova Scotia
Halifax, NS
Financière SISIP Financial
Halifax, NS
Grant Thornton Limited, Debt Solutions by Licensed Insolvency Trustees
Halifax, NS
World Financial Group
Halifax, NS
Affinity Financial Group - Harbourfront Wealth Management
Halifax, NS
National Bank Financial - Wealth Management
Halifax, NS
Adrian Anctil - TD Financial Planner
Halifax, NS
Edward Jones - Financial Advisor: Niel MacIntyre, CFP®|CFA®
Halifax, NS
ScotiaMcLeod
Halifax, NS
Alexandra Johnson - TD Financial Planner
Halifax, NS
angele leblanc - estate and trust advisor
halifax, NS
bb custom financial services ltd
halifax, NS
bdc - business development bank of canada
halifax, NS
bowspirit investment svc
halifax, NS
Canaccord Wealth Management
Halifax, NS
canadian retirement securities
halifax, NS
Danielle Sullivan - Private Banking - Scotia Wealth Management
Halifax, NS
Dennis Zwicker - The Zwicker Group - ScotiaMcLeod - Scotia Wealth Management
Halifax, NS
dundee private investors inc
halifax, NS
ecosmart building energy solutions
halifax, NS
Elizabeth Hill - Citadel Investment Group - ScotiaMcLeod
Halifax, NS
Elliot Thompson - The White Thompson Group - ScotiaMcLeod
Halifax, NS
fairlead financial inc
halifax, NS
financial planning services
halifax, NS
Freeman Group - IG Private Wealth Management
Halifax, NS
harper e m co ltd
halifax, NS
hawthorne capital inc
halifax, NS
hoveling bound pages
halifax, NS
Hussey Gregson Fitzpatrick Group
Halifax, NS
IG Wealth Management - ALLISON EDWARDS
Halifax, NS
IG Wealth Management - GREG WILLIAMS, CFP
Halifax, NS
IG Wealth Management - MATT NASON, CFP BBA
Halifax, NS
investors group financial services
halifax, NS
Jeff Christian - Christian Philp Advisory Group - ScotiaMcLeod
Halifax, NS
jeff h barrett cim fcsi - investment advisor
halifax, NS
Jonathan Waye - Citadel Investment Group - ScotiaMcLeod
Halifax, NS
Kelly Curtis - ScotiaMcLeod - Scotia Wealth Management
Halifax, NS
Lisa Donovan - Private Banking - Scotia Wealth Management
Halifax, NS
ltp financial inc
halifax, NS
Marakesh MacLauchlan - Private Banking - Scotia Wealth Management
Halifax, NS
marina worth royal bank of canada mobile mortgage specialist
halifax, NS
Maritime Wealth Management
Halifax, NS
millenium money inc
halifax, NS
Numus Financial Inc.
Halifax, NS
palis investment ltd
halifax, NS
pamela hinks, regional manager financial plannin g, royal bank of canada
halifax, NS
Patricia Zwicker - The Zwicker Group - ScotiaMcLeod - Scotia Wealth Management
Halifax, NS
Richardson Wealth Limited
Halifax, NS
Southport Asset Management Limited
Halifax, NS
stream financial services inc
halifax, NS
talwar holdings ltd
halifax, NS
thornridge holdings limited
halifax, NS
true health financial planning inc
halifax, NS
twisted oak studios
halifax, NS
wellspring financial management
halifax, NS
wright, j r associates
halifax, NS
Frequently Asked Questions
How much does a financial advisor cost in Halifax?
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.