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Financial advisors in Kentville
2 advisory teams and firms in Kentville, Nova Scotia.
- Catherine E Metzger-SilverKentvilleTeam at Edward Jones
- Portfolio management and investment advice
- Danielle A HillierKentvilleTeam at Edward Jones
- Portfolio management and investment advice
Kentville in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Kentville
Doctor or health professional in Kentville: incorporate and plan retirement?
19.6% of jobs in Kentville are in this sector, against 13% across Canada (2021 census). A professional corporation, salary or dividends, and retirement without an employer plan: these choices are made early.
Where to invest your savings in Kentville: RRSP or TFSA?
Only 24% of tax filers in the Kentville area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →When to take CPP and how to draw down a RRIF in Kentville?
24.7% of Kentville residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.
How long will your savings last? →Savings and high incomes in the Kentville area
Among people with income in the Kentville 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.
Frequently asked questions
How many financial advisory firms are there in Kentville?
Advisor Index lists 2 advisory teams and firms in Kentville, 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 Kentville?
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
- Halifax · 64
- Sydney · 9
- Wolfville · 4
- New Minas · 3
- Truro · 3
- Yarmouth · 3
- Bedford · 2
- Bridgewater · 2
- Dartmouth · 2
- Dayton · 2
- New Glasgow · 2
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.