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Halifax
Financial Management is an Independent Financial Advisory Firm we specialize in making our clients life financially secure by planning, communicating and working together on it. Located in Toronto, Ontario, however we offer our services all over Canada. In today's world of technology we are able to bridge the gap of distance by offering our services in many different ways to our clients without compromising on our services.
Halifax
Based in Halifax, Nova Scotia, Worthy Financial’s team is dedicated to providing unbiased financial coaching and planning for all Canadians, regardless of bank account balance, location or goals. Online secure appointments are available to Canadians from coast to coast. By not offering investments, lending or bank accounts, Worthy can provide you with the advice you need to focus on your long-term goals and improve your financial well-being.
Halifax
Hello there! Thanks for dropping by. We're excited to introduce ourselves here on Bark and help you reach your financial goals. I'm William Green, but you can call me Bill. With over three decades of experience in financial and estate planning, I'm not just a Certified Financial Planner (CFP®) and a Financial Management Advisor (FMA); I'm also proud to hold the title of Chartered Investment Manager (CIM®).
Halifax
Watson Investment Partners specializes in delivering a modern investment strategy with the tailored services of an investment boutique to individuals, families, and institutions. Our primary focus is the construction of well-diversified portfolios designed to enhance performance and provide downside protection in all market environments. True portfolio diversification is achieved through selecting and holding a variety of asset classes.
Halifax
Larson Squires Advisory Group, CIBC Wood Gundy is proud to serve clients nationwide. Michael Squires and his team believe strongly in simple processes: hard work, consistent communication, a relentless emphasis on quality, and ongoing stewardship. We love what we do and take pride in helping clients achieve their unique vision for your life and legacy.
Halifax
As a financial security advisor, my main task is to create plans to help people reach their financial goals and dreams. I focus on safeguarding their assets, planning their estate, and building wealth through smart investments, ensuring they are well-prepared for retirement. Considering the risks in their financial journey, I make sure my clients can achieve their goals, no matter what challenges life brings.
Halifax
A financial advisor who knows you by name, and wants to help you achieve your goals towards a work-optional life. Down the street, just across town, or a Zoom call away, Edward Jones offices are in your neighbourhood, ready to serve you – and the community. It's a personalized approach to investing and educating you financially over time, and it's what sets us apart. You'll work with me one-on-one, supported by a branch office administrator helping you every step of the way.
After 18 years in British Columbia, where I built two successful technology companies, I wanted to return home to Nova Scotia. Born and raised in Cape Breton, my wife, Elaine, and I wanted to raise our daughter Riley on the East Coast and settled in the Annapolis Valley in 2009. Transitioning into becoming a financial advisor in 2015 was an easy choice; I have a passion for investing and a big reason why I love my job of helping people meet their unique, long-term financial goals. Whether you need to save for a child’s education, reduce taxes or plan for retirement, I can help. In 2016, I successfully opened the firm’s second branch office in the Annapolis Valley, the first in Wolfville. In 2017, my Branch Office Administrator, Vicki Comeau, joined the team. She brought over a decade of industry experience and is here each day to help ensure each client feels welcomed and valued. We look to continue our success of meeting the needs of our clients who are local families, educators, business owners, first responders and medical professionals. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, we can offer investment solutions tailored to all your financial goals.
I love helping people! Most Canadians walk towards retirement not knowing if they have saved enough. Being able to help is very fulfilling. My experience has prepared me to help families manage, protect, and grow their family wealth. Want to know how I do this. Just ask.
Clients have choice, I always say "money is personal and so should your relationship with your financial advisor". It is not simply about investing. All service providers have access to good products. The question is: Does your advisor spend enough time to understand your unique situation to find the right solution for you? I know I do. My focus in on the long-term serious investor. I am not a day trader. If you need your money to grow at a
reasonable rate then we should work together. Everything starts with your retirement goals. What are yours?
Modern technology enables me to work with clients from coast-to-coast. I am comfortable with in person or remote meetings.
At Edward Jones we have invested heavily in our digital tools enabling us to provide the services necessary to keep our clients happy. Virtual meetings via web conferencing can be done from your computer, tablet or mobile device - all you need is an internet connection. As your advisor I can share information live from my system, just like you're in the office.
