Worthy Financial - Senior Financial Planner Halifax

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 business owners in the hot seat. 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 advisors endorse a performance-oriented culture with an accessible environment that is inclusive and highly effective when it comes to meeting your strategic mindset - both from a financial and economic standpoint. Our transparent criteria support online secure appointments available across Canada.

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.

Financial Coaching - Worthy Financial Halifax NS

Financial Coaching(One-on-One)

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.

Retirement Planning(Pre-Retirement)

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.

Financial Planning - Worthy Financial

Financial Planning(Fee-Only)

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.

Financial Services For Canadians

Proudly providing financial advisory services for Individuals in Halifax, Moncton, Toronto,
Calgary, Vancouver, and all across Canada