Browse advisor profiles in Nova Scotia whose stored advisor-specific public evidence directly references business owners. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
Every profile below satisfies two independent filters: stored public location evidence for Nova Scotia and advisor-specific public content directly matching business owners. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Senior Financial Planning Advisor
Nova Scotia…over the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Life Insurance planning Insurance products and services are provided through Assante Estate and Insurance Servi…
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Senior Financial Advisor
Halifax, Nova Scotia…ss: 902-407-9927 or email bob.mackay@assante.com Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
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Investment Advisor
Bedford, Nova Scotia…essionals to provide a legendary customer experience to a select group of individuals, families and business owners. My expertise lies in wealth and estate planning, business succession planning and planning for life’s expected and unexpected events. I help my clients with the following: – Tax efficient retirement planning and w…
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SENIOR FINANCIAL PLANNER, CFP®
Halifax, Nova Scotia…re you strike the balance between business and personal needs. DOWNLOAD A SAMPLE FINANCIAL PLAN FOR ENTREPRENEURS From working with other entrepreneur clients, I am able to share my experiences and learn from their experiences to the benefit of all of my clients. With real life scenarios as my foundation and an understanding of…
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Senior Financial Advisor
Bedford, Nova Scotia…h Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*
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Bedford, Nova Scotia…hey have and exactly where they want to be in the future. Our advisors work hand in hand with small business owners. With the assistance of our group of professionals, lawyers, accountants, insurance specialists, they will help with the various stages of business growth. They will make sure that succession planning and tax plann…
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Financial Advisor
Halifax, Nova ScotiaTax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management *The Wealth Planning Group is a part of Assante Private Client which is adivision of CI Private Counsel LP, and an indirect, wholly-owned subsidiary of CI Finan…
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Financial Advisor
Halifax, Nova Scotia…owledge and experience allows him to support every client situation – whether individual, family or business owner. Having owned retail and service businesses, Rob relates to other business owners. Rob fully understands the realities of cash flow, business partner dynamics, employee management issues, and financial challenges an…
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