Investment Companies & Services in Halifax, NS

Find accurate info on the best investment companies in Halifax. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 35

Results from the 'Investment Companies & Services' category in Halifax

Closed now

50 Bedford Hwy, Halifax, B3M 2J2

(902) 445-6968
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
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Closed now

6009 Shirley St, Halifax, B3H 2M9

(902) 816-0319
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
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Closed now

7051 Bayers, Halifax, B3L 2C1

+1 902-799-1185
A Fellow of the Canadian Securities Institute (FCSI) and holding the Chartered Investment Manager Designation (CIM) my team of advisors specialize in providing a personal and virtual Investment* and Insurance Management experience to successful Gen X & Millennial clients. p Investment Fund Advisor**: Life & Health Insurance Advisor p **Mutual Funds are distributed by Desjardins Financial Security Investments Inc * I am licensed for Mutual Funds in the provinces of AB, Ont, & NS
Closed now

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.
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.
Closed now

400-1718 Argyle Street, Halifax, B3J 3N6

(902) 423-9367
SEAMARK Asset Management Ltd. provides investment management services for over 30 years with a focus on preserving and enhancing clients assets over the long-term. Since its inception in 1982, experienced and accessible investment professionals have followed a team-based process that consistently applies clearly articulated investment principles to meet each clients objectives. Seamark offers its services to institutional and private clients across Canada.
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2000 Barrington St #1300, Halifax, B3J 3K1

(902) 420-9434
Investment Miscellaneous, placements, Autres placements, Investments, Services d investissement, Finances et Légal, valeurs de placement
Closed now

998 Parkland Dr #202, Halifax, B3M 0A6

(902) 425-3934
Life Insurance, Disability Insurance, Critical Illness Insurance, RRSP's, TFSA's, Mutual Funds, Health Insurance, RESP's, Employee Benefits, Pension Plans
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41 Cowie Hill Rd, Halifax, B3P 2M7

902 405 4130
RESIDENTIAL APARTMENT BUILDINGS THROUGHOUT THE HALIFAX/DARTMOUTH/SACKVILLE AREA.
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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.
Customers express their satisfaction and gratitude for Starboard Wealth Planners' professionalism, attention to detail, expertise, and trustworthiness. They praise the team's ability to make them feel confident about their financial goals and choices.
Closed now

6021 Young Street, Suite 201, Halifax, B3K 2A1

Financial Planning, Financial Planner, Investing Service, Investment service
Open now

1809 Barrington St #701, CIBC Building, Halifax, B3J 3K8

(902) 700-6292
Private equity firm
Closed now

7105 Chebucto Rd, Suite 350, Halifax, B3L 4W8

Closed now

350-7105 Chebucto Rd, Halifax, B3L 4W8

(902) 406-1250
Closed now

1871 Hollis Street, Halifax, B3J 0C3

+1 902-420-8341
At RBC PH&N Investment Counsel, our Investment Counsellors are committed to simplifying your life so you can focus on what matters most to you. We offer a personalized approach to wealth management combined with professional expertise to free you from the daily details of managing your wealth.
Closed now

1903 Barrington St, Halifax, B3J 3L7

(902) 496-7581
At Altus we’re experts in putting our clients first. We begin our relationship with you by first understanding your goals and objectives now and over time. Some common themes include: -Retirement planning (including RSPs and RIFs) - Having enough retirement income - Conservative income portfolios -Protecting capital & low risk investing -Exchange traded funds (ETFs) & mutual funds -Tax-efficient and tax-free savings (including TFSAs) -Estate planning -Financial planning & investment advice -The right mix of stocks & bonds -Growth portfolios -Socially responsible investments -Charitable giving strategies -Employee share purchase plans.
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43 Mica Cres, Halifax, B3P 0H7

(902) 440-0987
Real Estate Investment Firm, Construction company, Real estate developer
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5531 Young St, Suite 200, Halifax, B3K 1Z7

(902) 430-6706
Closed now

3260 Barrington Street Suite 107, Halifax, B3K 0B5

(902) 444-7584
Edward Jones Financial Advisor: Lynn Dean is a financial advisory firm. Edward Jones Financial Advisor: Lynn Dean mainly focuses on investments and provides for its customers a personal advice service, whether they are individuals or small company owners. Edward Jones Financial Advisor: Lynn Dean is dealing with commission services and financial products. You can find an office in Halifax at 3260 Barrington Street Suite 107, B3K 0B5 or any other place through the country.

1791 Barrington Street, Halifax, B3J 3K9

(902) 420-3211
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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