Financial Consultants in Convoy Place, Halifax, NS
Find accurate info on the best financial consultants in Convoy Place, Halifax. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 4 out of 4
Showing results: 1 - 4 out of 4
Results from the 'Financial Consultants' category in Convoy Place, Halifax
Closed now
6089 Lady Hammond Road, Halifax, B3K 2R8
(902) 446-4661
Financial Planner, Management Service, Business Consultant 
Nearby results from the Financial Consultants category
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6021 Young Street, Suite 201, Halifax, B3K 2A1
Financial Planning, Financial Planner, Investing Service, Investment service 
6080 YOUNG STREET, SUITE 202, Halifax, B3K 5L2
(902) 481-5645
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams. 
Closed now
6080 Young St, Suite 310, Halifax, B3K 5L2
(902) 444-2214
Closed now
202-6080 Young St, Halifax, B3K 5L2
(902) 454-2425
Financial Planner 
Closed now
6080 Young St, Halifax, B3K 5L2
(902) 454-7934
Debt problems? There are options other than bankruptcy, such as a Consumer Proposal. Contact a local Licensed Insolvency Trustee in Halifax for a FREE consultation. 
3080 Agricola St, Halifax, B3K 4G3
(902) 445-0669
planification financière, Finances et Légal, investing, Retraite et Planification financière, Financial, Planning, Financial Planner, Dealers, Planificateurs financiers, conseillers, Consultants, Exchanges, Security & Commodity Brokers, services financiers 
Closed now
5531 Young St, Suite 200, Halifax, B3K 1Z7
(902) 430-6706
Closed now
3845 Joseph Howe Drive, Halifax, B3L 4H9
902.446.3900
Retirement and Investment Planning, Employee Benefits. The two share key, human components that have been all but forgotten in the race for expansive client rosters and profitability. Those components are transparent communication, active relationships, and an honest interest in the wellbeing of the people you’re working with. The industry has forgotten, but Southport hasn’t. Formed in 2008 following the successful merger of several wealth management and employee benefit consulting firms, Southport addresses the complex needs of its clients by doing the unheard of: asking them. The mission is simple - we work to save the most valuable resource business and individuals alike share. That resource is time. One-on-one work positions us to ensure that you have access to the best products in the financial industry, and the liaison to participate in the process. Southport has established relationships with all of the major insurance and financial organizations in Canada. Additionally, we have access to exclusive products in the Group Benefits space to ensure that your needs are covered. 
5523 YOUNG STREET, Halifax, B3K 1Z7
902 444 3456
Financial Planner, services financiers, investing 
Customers express high regard for Legacy Associates/Hydrostone Financial's financial consultants, specifically Peter and his team. They praise the professionals' expertise, professionalism, patience, honesty, and ability to provide valuable advice and guidance throughout the process of buying or selling homes. Peter is described as knowledgeable, dedicated, and caring, with a focus on building lasting partnerships and ensuring successful outcomes for clients. 
Closed now
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. 
Open now
5548 Kaye Street, Halifax, B3K 1Y5
(902) 423-1200
Assante Capital Management understands that each customer has a unique financial situation and this is why our adivors will help you make the right decision. Integrated wealth management provided and customized for the needs of Canadian families and businesses is a great task. If you are in a financial dilemma you can visit us in HALIFAX at 5548 Kaye Street, Suite 201, B3K 1Y5 or any other office, our advisors will help you. Closed now
5548 Kaye Street, Halifax, B3K 1Y5
(902) 466-4234
Financial Planner, financial consultants 
Closed now
5548 Kaye Street, Halifax, B3K 1Y5
+1 902-423-1200
Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions designed to meet the needs and goals of individuals, families and businesses across Canada. 
5536 Kaye Street, Halifax, B3K 1Y5
+1 902-455-1240
Whenever you're facing financial difficulties, it's important to remember that you don't need to do it all alone. At BB Custom Financial Services Ltd. in Halifax, we offer credit counselling, first and second mortgage services, personal loans and money management assistance to help you come through challenging situations. Please visit our website or give us a call to speak with our representative.