Atlantic Wealth Management is a firm of independent financial advisors located in Halifax, Nova Scotia. Their stated mission is to help clients achieve their financial goals through personalized and comprehensive financial planning. The firm operates with a client-first philosophy, focusing on building long-term relationships based on trust and integrity. They offer a wide range of services including investment management, retirement planning, insurance solutions, tax strategies, and estate planning. The advisors at Atlantic Wealth Management are affiliated with Investia Financial Services Inc., which provides them with the necessary regulatory oversight, tools, and a broad platform of investment products while allowing them to maintain their independence in advising clients.

Founded in

Canada