Canada βΊ Nova Scotia
Financial advisors in Halifax
64 advisory teams and firms in Halifax, Nova Scotia.
- Abid HassanHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
5 advisors
- Ahmed Advisory Group+HalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Alexander RomanowskyHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Allison EdwardsHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Andrew MacGillivrayHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Anjali JensenHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Ann RagbirHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Archibald Wealth ManagementHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Bernadette MacphersonHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Brian ThompsonHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Brian WoodHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Childs Wealth ManagementHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Christine WilsonHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Christopher StewartHalifaxTeam at Edward Jones
- Portfolio management and investment advice
- Craig MacdonaldHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Cullen Wealth PartnersHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Dan RudisuelaHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Darren JordanHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- David BluteauHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- David HennesseyHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Donna UphamHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Douglas A. OxnerHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Erin TilleyHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Glynn Wilson Advisory GroupHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
- Greg WilliamsHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Hamlyn WealthHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Jaclyn BradstockHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Jacqueline LockieHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- James McstayHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Jay RobinsonHalifaxTeam at Edward Jones
- Portfolio management and investment advice
- Jeff BoydHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
- Johanne DoucetteHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- John MacKayHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Johnny YoungHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Jon GallagherHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Jonathan DaviesHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Kasia StolarzHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Kevin Waller, CPA, CAHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Kevin YaoHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Knight Wealth ManagementHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Lauren ChaulkHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Matt NasonHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- McKay WealthHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Merchant Wealth ManagementHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Michael E. MurphyHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Mike McPheeHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Mullins Wealth ManagementHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Natalie DeCosteHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Patricia HimmelmanHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Paul ConrodHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Robert G. MeadeHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Robert O'DonnellHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Ross JacobsHalifaxTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Ryan StoddardHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Scott McFarlaneHalifaxTeam at Edward Jones
- Portfolio management and investment advice
- Sherri MackenzieHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Simon TangHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
- Sylvain MorinHalifaxTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- The Michael Drohan GroupHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Tim HiltonHalifaxTeam at RBC Dominion Securities
- Portfolio management and investment advice
Halifax in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Halifax
Public servant in Halifax: keep the pension or take the commuted value?
10.5% of jobs in Halifax are in this sector, against 6.3% across Canada (2021 census). Keeping the pension or transferring its value: the difference depends on age, health and other income.
Where to invest your savings in Halifax: RRSP or TFSA?
Only 27.1% of tax filers in the Halifax area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? βBuy or rent in Halifax with rents rising?
The average two-bedroom rent rose 6.7% in one year in the Halifax area (CMHC). Buying with an FHSA or renting and investing depends on your horizon.
Buy or rent: calculate βSavings and high incomes in the Halifax area
Among people with income in the Halifax area, in 2023:
Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.
Rents in the Halifax area
Source: CMHC, Rental Market Survey, October 2025, privately initiated apartment structures of three units and over.
Frequently asked questions
How many financial advisory firms are there in Halifax?
Advisor Index lists 64 advisory teams and firms in Halifax, Nova Scotia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Halifax?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in Nova Scotia
- Sydney Β· 9
- Wolfville Β· 4
- New Minas Β· 3
- Truro Β· 3
- Yarmouth Β· 3
- Bedford Β· 2
- Bridgewater Β· 2
- Dartmouth Β· 2
- Dayton Β· 2
- Kentville Β· 2
- New Glasgow Β· 2
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.