in
Halifax, Canada
Category:
Financial advisor
4 views 
0 shares 
0 comments
set bookmark!
Address details
36 Solutions Dr #108, Halifax, NS B3S 1N2
Print route »
Business hours
Monday - Friday; 9am - 5 pm
Info
For clients who want more than basic investment advice, Jonathan Davies - Halifax Financial Advisor and Wealth Management provides comprehensive financial planning designed to connect wealth management with the practical decisions that shape work, family and retirement. The practice is based in Halifax and serves clients across Nova Scotia, including business owners, entrepreneurs, healthcare professionals, lawyers, executives, high-net-worth families, pre-retirees and retirees. The team helps clients organize the major areas of their financial lives into a strategy that can include investment planning, retirement planning, tax planning, insurance, estate and legacy planning, business succession and cross-border considerations. For many people, the challenge is not a lack of financial accounts or products but a lack of coordination between them. A retirement decision may affect taxes, an estate strategy may depend on insurance, and a business transition may change both family wealth and long-term income.
(902) 332-3651
