Hi,
I have been able to locate couple of Personal Financial Advisors in Halifax,
Nova Scotia.Who is best financial planner is very much a personal decision and
the appropriate financial planner varies depending upon a persons needs and
financial diversity. I would recommend visiting the Financial Planner Standard
Council (FPSC) website before approaching any Financial Advisor Firm.
FPSC continues to develop and regulate standards that are relevant to the
current financial planning needs of Canadians. It recognizes the evolutionary
nature of these needs and works to keep abreast of them. The members of the
FPSC are Certified Financial Professionals (CFP) If you are just a beginner or
new to Financial Planning, the website contains the best information for you.
It would guide you through the process starting from facts and fantasies of
Financial Planning to Choosing the Best Financial Planner.
Here is the Website for FPSC,
http://www.cfp-ca.org/index.asp
Also, CNN published an article in 1995 as a "Guide on Finding Financial
Planner". Of note are these three recommended things to look for in a financial
planner:
1. That the individual be a CFP (Certified Financial Planner)
2. That he or she have a considerable amount of experience in the area -- "I
prefer five years of experience," he says.
3. That the planner be fee only. "Fee only means they get all their commissions
from you They have no interest in getting commissions for selling products," he
explained. Fees can range from US$50 to $300 an hour."
CNN Link
http://www.financialsecurity.com/cnnguide.htm
In Halifax, Nova Scotia Belmont financial firm can help you with financial
advice with your current situation. I called them and they said that they could
help somebody who is in a similar situation like yours. You can call them at,
1-902-465-5687. (Michael Morse)
Also here is the List for Financial Advisors and Financial Organizations
Located in Halifax, Nova Scotia.
Corston Lane (Financial Advisor):
Contact Information:
Phone: 424-1015, 866-807-7024
Email: corston@corstonlane.com
Website: http://www.corstonlane.com/
Address: Purdy’s Wharf, Tower 2,suite 1101
1969 Upper Water St, Halifax, NS B3H 3 R7
Corston Lane is a CFP (Certified Financial Planner) and has served in the
industry for 14 years. He has published several articles in the local
newspapers and magazines. Corston has been a frequent guest on both local radio
and television, discussing investing and financial planning topics. In
addition, he publishes a regular newsletter, which is featured bi-monthly.
Regardless of individual’s circumstances, Corston will conduct an in-depth
review of specific situation before any suggestions or recommendations are made
which is an essential step in developing a diversified, risk-reduced portfolio
in which one’s investment securities match one’s individual needs.
Michael Himmelman (Financial Advisor):
Contact Information:
Phone: (902) 453-2056
(902) 453-2447
Email: mike@mikehimmelman.com
Website: http://www.mikehimmelman.com/mhframe.htm
Address: Cartier Partners Financial Group Suite 600,
1959 Upper Water St.
Tower 1, Purdy's Wharf
B3J 3N2
Michael Himmelman (Cartier Partners Financial group) is a CFP (Certified
Financial Planner) and serving in the industry since 8 years. He is also an
active member of FCSI (Fellow of the Canadian Securities Institute) and CAFP
(Canadian Association of Financial Planners). FCSI is reserved for financial
services professionals who have met the most exacting standards for industry
experience, advanced education and solid endorsement from their peers and
superiors. The Canadian Association of Financial Planners (CAFP) is the
membership organization of Canada's most credible and qualified financial
planning professionals. Top down Analysis is Michael Himmelman’s approach to
individual case analysis.
Gordon Stirret Team
Contact Information :
Phone: (902) 492-1119
Email: info@GordonStirrett.com:
Website: http://www.gordonstirrett.com/
Address: 1801 Hollis Street
Suite 1540
Halifax, Nova Scotia, B3J 2P8
The Gordon Stirret Team has been in the business for several years and includes
Certified Financial Advisors. You can expect independent investment advice from
them. All decisions are made in consultation with clients. They do not complete
transactions without your authorization. Your advisor will oversee your account
on a continuous basis and advice you of any changes which should be made.
Kevin B. Cochrane (Financial Advisor):
Contact Information:
Phone: (902) 462-2275
800-923-6661
Email: kevin@kevincochrane.com
Website: http://www.kevincochrane.com/index2.html
Kevin B. Chochrane is a CFP (Certified Financial Planner) and has been in the
industry for 11 years. His Professional focus is on tailoring investment
portfolios to each client's current and future financial needs and risk
tolerances.
A few other Financial Advisors in Nova Scotianear Halifax who could be helpful
to you:
Summit Financial Group
http://www.summitfinancial.ns.ca
Alan G. Leck (Located in New Glasgow)
http://www.finance-canada.com/leck/
Chris Palmer & Associates (Located in Bedford)
http://www.chrispalmer.com/
George Flemming (Located in Truro)
http://www.chrispalmer.com/
Yahoo Yellow Pages Link for Financial Advisor Located in Halifax.
http://ca.yp.yahoo.com/py/ypResults.py?
stx=Financial+Advisors&stp=a&tab=B2C&city=Halifax&state=NS&country=ca&slt=44.653
889&sln=-63.607471&cs=4
I am not sure whether you are considering visiting the Debt Management firms or
not. If you are, the firms located in Halifax area are:
B B Custom Financial Services (902) 455-1240
Delta Financial Corp. (902) 455 – 0022
Canada Credit Service (902) 424-3961
Trans Canada Credit Corp (902) 455-1501
Other Useful Links:
Independent Financial Online Marketing (Directory Of Canadian Financial
Advisors and Planners)
http://www.independentfinancial.on.ca/fplist.htm
Getting Good Advice
http://www.gga.ca/ |
