Who We Are
The financial advice you deserve should always be unbiased. That is why at Worthy Financial we offer financial coaching and financial planning services that put our clients needs first. We have a holistic approach to work and as a collaborative team, we strive to build lasting relationships with Canadians, especially Nova Scotians, that need sound, trusted and viable financial services that offer endless possibilities for faster advancement.
Our Financial Advisory Services
Our planners can meet with you online or in-person (Halifax only) to develop a comprehensive financial plan for your future. We want to ensure your finances are set up in the most tax-efficient and cost-effective way to preserve your hard-earned money, grow your net worth and reach your financial goals faster.
By offering a broad range of financial planning and advisory services, you can make the most of investments, lending, or bank accounts, with the unbiased advice you deserve to achieve long-term financial plans or secure a retirement income.
Our personal development financial coaching will help you reach your future goals. We meet you where you are at, helping you with goal setting, budgeting, and establishing a working cash flow. Simply speak to one of our experts regarding your short and long-term financial goals, and we will work together in order to achieve them.
Our financial planner will work to develop a financial plan for your retirement. Our pre-retirement package will give you the ability to retire with confidence and comfort. You will know when to withdraw from your RRSPs and TFSAs, how to maximize your CPP and OAS, and how best to enjoy and invest your hard-earned retirement income.
Fee-only financial plans are unbiased plans without the hidden commission or referral fees. Worthy Financial does not offer financial products. Our time, advice, knowledge, and guidance is the product that we sell. Together we develop complete wealth management services to help you achieve clarity about your financial future.
What Makes us Different From Other Financial Advisors?
Our only interest is providing you with the best financial advice possible - not selling you financial products. The advice we provide is not influenced by sales targets, product offerings, or a large corporation's financial goals.
Everyone has unique goals, and priorities and that is why our plans are tailored to you. If you are looking to improve your financial well-being or want a review of your current plan, we are here to help.
Secure Online Meetings
We can meet you securely online, so you can get quality advice regardless of your location and at your own convenience. Don't hesitate, book your free 15 minute consultation today with our Financial Expert!
Halifax Financial Advisor FAQS
Our proactive approach delivers exceptional service as well as comprehensive plans regarding financial strategies that are based on expert advice from innovative thinkers that understand the concepts of wealth management and financial management. We pride ourselves on being a forward-thinking organization that provides financial advisory services that help build a sense of trust and connection while working towards meeting specific financial goals and/or business sales targets.
Financial Advisory Services
Proudly providing financial advisory services for Individuals in Halifax, Moncton, Toronto,
Calgary, Vancouver, and all across Canada