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Financial Planners in Halifax, NS: 2026 rankings

53 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Halifax: The Tax Solution, RFA Score 78/100; 5.0★ from 577 Google reviews; open Saturdays until 5 PM.

  2. 45

    Most-reviewed: Scotiabank, 77 Google reviews at 2.1★, the most of 53 ranked after The Tax Solution; ranked #45.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

53 Halifax financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.6★ across 53 rated firms.

Top 10 financial planners in Halifax at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Halifax at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Tax Solution785.0★ (577)Dartmouth, 8 km awaySatTop score
2Gordon Stirrett Wealth Management725.0★ (67)Halifax——
3Halifax Debt Freedom705.0★ (61)Dartmouth, 7 km away——
4Co-operators - Amber MacInnis Insurance & Financial Services Inc694.6★ (49)Halifax——
5Wealth Creation Made Simple694.9★ (36)Halifax——
6Eastport Financial Group694.9★ (32)Halifax——
7Wiltshire Financial Management695.0★ (30)Halifax——
8A Kochanoff Financial Services665.0★ (17)Halifax——
9Himmelman & Associates Financial Advisors Inc.654.7★ (15)Halifax——
10Scotiabank653.7★ (45)Halifax——

All 53 financial planners in Halifax, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Halifax

    #1 The Tax Solution

    Based in Dartmouth, 8 km away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 577 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 577 Google reviews
    Hours
    Mon–Sat 9 AM–5 PM · Sun closed
    Address
    10 Morris Dr Unit 18, Dartmouth, NS B3B 1K8
    View profile for The Tax Solution(647) 771-0041

  3. #3 Halifax Debt Freedom

    Based in Dartmouth, 7 km away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2 Ralston Ave Unit 100, Dartmouth, NS B3B 1H7
    View profile for Halifax Debt Freedom(902) 707-4826

  10. #10 Scotiabank

    Based in Halifax

    65/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.7★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 45 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    6005 Coburg Rd, Halifax, NS B3H 1Y8
    View profile for Scotiabank(902) 420-4929

  13. #13 Allan Muise Financial

    Based in Halifax

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun 10 AM–6 PM
    Address
    325 Washmill Lake Dr Ste 6, Halifax, NS B3S 0E6
    View profile for Allan Muise Financial(902) 221-1495

  15. #15 SolveYourDebts

    Based in Dartmouth, 3 km away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 13 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    99 Wyse Rd Ste 950, Dartmouth, NS B3A 0C1
    View profile for SolveYourDebts(888) 753-2227

  22. #22 Scotiabank

    Based in Halifax

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 34 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed closed · Thu–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1709 Hollis St, Halifax, NS B3J 2M1
    View profile for Scotiabank(902) 420-3567

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 53 ranked financial planners here; the rest are on their profiles.

financial planners in Halifax, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank of Montreal623.3★ (24)7 km
27BMO Bank of Montreal623.0★ (31)4 km
28Scotiabank622.8★ (42)In Halifax
29BMO Bank of Montreal612.8★ (29)5 km
30BMO Bank of Montreal612.5★ (23)In Halifax
31BMO Bank of Montreal612.9★ (22)6 km
32The Moore Wealth Group Inc614.0★ (4)2 km
33Mercier Mediation & Financial Services614.0★ (4)2 km
34National Bank Financial - Wealth Management612.3★ (9)In Halifax
35Affinity Financial Group - Harbourfront Wealth Management613.7★ (3)In Halifax
36Belmont Health & Wealth613.7★ (3)2 km
37National Bank Financial612.3★ (4)In Halifax
38Tracy MacNeil, CFP, CPA, CGA, CLU, Financial Planner, Sun Life615.0★ (5)13 km
39Scotiabank602.6★ (46)7 km
40Scotiabank - (Cash at ABM only)602.4★ (38)5 km
41Atlantic Shield Insurance & Financial Inc.603.7★ (3)7 km
42BMO Bank of Montreal592.3★ (75)In Halifax
43Scotiabank592.2★ (70)In Halifax
44Scotiabank592.4★ (60)6 km
45Scotiabank582.1★ (77)In Halifax
46Scotiabank - (Cash at ABM only)581.9★ (50)2 km
47Elliott Chaulk Private Wealth Management - IG Private Wealth Management585.0★ (24)In Halifax
48J G Burke Investments & Financial Planning Limited585.0★ (7)In Halifax
49Scotiabank571.7★ (43)5 km
50Sylvain Morin & Associates Private Wealth Management545.0★ (9)In Halifax

Also serving Halifax

20 more financial planners within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Halifax
BusinessGoogle ratingDistance
Accountant Halifax by Wealth Knight5.0★ (1)In Halifax
Adam Smith Financial Advisor5.0★ (6)In Halifax
Adrian Anctil - TD Financial Planner1.0★ (1)In Halifax
Black Star Wealth5.0★ (2)In Halifax
BMO Private Wealth3.3★ (4)In Halifax
Bromwich+Smith5.0★ (26)In Halifax
Cory Stuart - TD Financial Planner5.0★ (1)In Halifax
EB wealth5.0★ (4)In Halifax
Edward Jones - Financial Advisor: Christopher Stewart5.0★ (2)In Halifax
Edward Jones - Financial Advisor: Scott McFarlane4.4★ (7)In Halifax
Financière SISIP Financial4.5★ (2)In Halifax
Healy Financial Planning5.0★ (2)In Halifax
MacLellan & Moffatt Financial5.0★ (15)In Halifax
Mark Labib - TD Account Manager Small Business1.0★ (1)In Halifax
Michel Leger - TD Wealth Private Investment Advice5.0★ (8)In Halifax
Robert Sidney CFP5.0★ (2)In Halifax
Scotia Wealth Management1.0★ (1)In Halifax
World Financial Group4.5★ (16)In Halifax
Worth Knowing Financial Services5.0★ (2)In Halifax
Worthy Financial5.0★ (10)In Halifax

How we ranked Halifax financial planners

We scored 53 Halifax financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Halifax data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Halifax: frequently asked questions

Which financial planner has the highest RFA Score in Halifax?

By RFA Score, the highest-ranked financial planner in Halifax, NS is The Tax Solution with an RFA Score of 78/100. It has 5.0★ from 577 Google reviews. It is open Saturdays until 5 PM. Gordon Stirrett Wealth Management (#2) and Halifax Debt Freedom (#3) follow. We ranked 53 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Halifax?

RankedFinancialAdvisors ranks 53 financial planners serving Halifax, NS. 28 of them are based in Halifax; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Halifax work on weekends?

13 of 53 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are The Tax Solution (#1), Allan Muise Financial (#13) and SolveYourDebts (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Halifax financial planners have?

The median Google rating among 53 rated financial planners in Halifax is 4.6★, with a median of 18 reviews. The Tax Solution has the most, 577 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Halifax count in this ranking?

Yes, if they are within 40 km of the Halifax city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Halifax ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Halifax?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Halifax

  1. November 2026: RFA Scores recalculated for 53 financial planners serving Halifax.

More financial planners and Halifax pages