Financial Consultants à Downtown Halifax, Halifax, NS

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Résultats à proximité dans la catégorie Financial Consultants à Downtown Halifax, Halifax

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1331 Brenton St, Halifax, B3J 2K5

902 444 3999
Our firm was created in 2003 by Ann Sutherland and Robyn Watt-Dixon. Our vision was to create a firm that provides excellent client service, delivered in a simple down to earth manner, in an office environment that emphasizes a healthy work/life balance. Our firm caters to small to medium-sized businesses that are often owner-managed. We work closely with our clients and their team of financial advisors to satisfy their financial needs in a practical manner that all interested parties can clearly understand. We work closely with our clients throughout the year providing personal support and responding to their technical requirements in a timely and efficient manner.
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1959 Upper Water Street, Halifax, B3J 3N2

(902) 420-2913
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking.
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1477 South Park St, Halifax, B3J 2L1

(902) 492-3350
Financial planning is more than just numbers. To me, it's the people and dreams behind the figures that matter the most. As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future, whether it's a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
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2371 Agricola Street, Halifax, B3K 4B7

902.420.8375
We want to know about you, your goals and ambitions, the things you enjoy doing, and the people you love. Developing that relationship takes time, but we think it’s worth it. It is important that you trust us, value our advice, and feel comfortable talking to us, even when some conversations are difficult.
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1959 Upper Water Street, Halifax, B3J 3N2

(902) 490-8100
Financial Planner
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1741 Lower Water St, Suite 200, Halifax, B3L 2T2

(902) 835-6420
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1741 Lower Water Street, Suite 210, Halifax, B3J 0J2

(902) 492-1119
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1959 Upper Water Street, Suite 1800, Halifax, B3J 3N2

(902) 490-8100
Financial Planner