Find A Fee-Based or Fee-Only Financial Planner In Halifax

It has been a pleasure dealing with Gordon Stirrett over the last 5 years, since I retired.

I couldn't be happier with how my investments are going. Scott has been an incredible help every step of the way, answering all my questions with ease.

He obviously takes great care in his work, and that has given me financial peace of mind.

I wholeheartedly recommend Gordon Stirrett - a professional, kind team who genuinely care about their clients!

Before working with Eltero and David Martin I had a lot of questions about retirement, and not a lot of answers.

Like many, my retirement plan was simply to save as much as possible and hope that it would be enough. We needed help, but I didn’t want to work with a bank or someone who was going to try to sell us products that weren’t right for us. A fee only financial planner was the only way to go.

David helped us set our financial planning goals by figuring out what was truly important to us. He then created a roadmap which is going to help get us there.

We now know exactly how much we need to save each year to get there. Not only that, but he helped us understand how investment strategies, wills and insurance will help make sure we are protected far into the future.

This all means a lot of numbers, but David is excellent at helping understand what they all mean and giving you a clear roadmap.

I’ve already recommended Eltero to many people and I will continue to do so. We will also check in every few years to make sure we are still on track.

Todd Ellis at National Wealth Management has helped me tremendously with all my financial questions.

His advice on investments and managing them for me have given me great peace of mind.

I highly recommend Todd Ellis and the National Wealth Management team.

I am so glad I was introduced to the knowledgeable staff at Starboard Wealth Planners.

I have never felt more relaxed, or more educated about my finances.

They have made me feel confident about my choices and how to easily move towards my financial goals.

I highly recommend checking them out!