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Financial Planners in Halifax, NS

How to choose a financial planner in Halifax

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Xiaotian Yao

Certified Financial Planner

Investors Group Securities Inc.

Halifax, NS

ProfileNo contact yet

Robert Sidney

Senior Financial Advisor

Investia Financial Services Inc.

Halifax, NS

ProfileNo contact yet

Ross Hallett

Senior Investment Advisor and Senior Portfolio Manager

BMO Nesbitt Burns Inc.

Halifax, NS

ProfileNo contact yet

Tuesday Skaine

Private Wealth Management - National Sales

TD Bank Financial Group

Halifax, NS

ProfileNo contact yet

Tina Snow

Senior Portfolio Manager

Scotia Wealth Management

Halifax, NS

ProfileNo contact yet

David Bluteau

Senior Wealth Advisor & Portfolio Manager

National Bank Financial Group

Halifax, NS

ProfileNo contact yet

Scott Ellison

Senior Portfolio Manager

TD Wealth Private Investment Counsel

Halifax, NS

ProfileNo contact yet

Leo Naas

Senior Private Banker Business Owners

TD Wealth Private Client Group

Halifax, NS

ProfileNo contact yet

Brady Doyle

Senior Wealth Advisor and Portfolio Manager

CIBC Wood Gundy

HALIFAX, NS

ProfileNo contact yet
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