3 Best Gold IRA Investment Companies Near Me in Dartmouth, NS – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Atlantic Wealth Management Limited
ADDRESS: 99 Wyse Rd Unit 1030, Dartmouth, NS B3A 4S5, Canada
NUMBER: +1 902-429-4001
SERVICES: Advisory Services, Comprehensive Financial Planning, Corporate Strategies, Critical Illness Insurance, Health & Dental Insurance, Health And Dental Plans, Health Insurance Plan, Investment Planning, Medical Insurance, Pension Plan, Personal Insurance Planning, Retirement & Estate Planning, Tax Strategies, Wealth Management
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t speak highly enough of my experience with Atlantic Wealth Management in Dartmouth, NS. From the initial consultation to ongoing support, they have consistently delivered outstanding service. What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals!
My financial advisor Cameron Valardo, is truly exceptional. Not only is he knowledgeable but also genuinely invested in the my overall success. He took the time to understand my financial goals and concerns, offering invaluable guidance every step of the way.
What really sets them apart is their true compassion and commitment to your success. They thoroughly explained each investment strategy, ensuring I felt confident and informed throughout the process. This level of communication and personalized attention is rare to find and greatly appreciated.
Thanks to their expertise and dedication, I now have peace of mind knowing my financial future is in capable hands. If you’re searching for a wealth management firm that goes above and beyond, I would HIGHLY recommend Atlantic Wealth Management. I wholeheartedly recommend them to anyone seeking expert guidance and exceptional service.
PLUS everyone who I have been in contact with at their firm has gone above and beyond! – Breanna White
REVIEW #2 – Investing with AWM has helped me grow my financial portfolio. As someone who did not have any experience in the investment world Cameron helped me understand how my money would be working and explained every detail I needed in a way that I could understand. Very professional a company who loves helping their clients! – Braeden Redshaw
REVIEW #3 – Fantastic service and a highly knowledgeable team. The folks at AWM consistently go above and beyond, delivering quality products and creating customized plans that perfectly suit my needs. – jake cutler
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Control and Compound Financial
ADDRESS: 131 Ilsley Ave Unit C, Dartmouth, NS B3B 1T1, Canada
NUMBER: +1 902-818-1098
SERVICES: Corporate finance consulting, Financial coaching, Financial planning, Tax planning, Wealth management, Life Insurance, Whole Life Insurance
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend the Control and Compound team for anyone self-employed with a corporation looking at ways to get more out of your hard earned money. I worked with Connor. He was patient, thorough and great a educator. The concepts aren’t the most intuitive but he made sure I was confident and informed before making my decision. Bravo to Connor and team… – Tridac Mortgage
REVIEW #2 – If you’re looking for someone who provides clear guidance and helps you think about long-term financial strategy, I’d definitely recommend Connor Eagleson and the Control and Compound team.
Working with Connor was a really positive experience. From the start, he made sure I understood how the concept works and took the time to break everything down in a clear and simple way. I had a lot of questions throughout the process, and Connor was always patient and thorough when answering them. What stood out the most was that I never felt pressured or rushed into making a decision. Instead, he focused on making sure I felt comfortable and informed. Thank you Connor! – joanna k
REVIEW #3 – I’ve been working with Connor Eagleson at Control and Compound for just over a year and a half and it’s been a great experience. Connor takes the time to explain everything clearly and never rushes the process. He keeps me informed at every step and is always responsive when I have questions.
What really stands out is that he proactively reached out before our policy anniversary to review everything and make sure we were still satisfied. That level of service and attention to detail is rare. Highly recommend Connor and the team. – Chris Harris
REVIEW #4 – I was introduced to Connor Eagleson at Control and Compound Financial by my tax consultant last summer, and I’m incredibly glad he followed up. Over the ensuing months, Connor and his team met with me virtually multiple times to educate me about infinite banking. He was consistently very knowledgeable and professional, and available to address my numerous questions. The entire application process was seamless, and I now have a life insurance policy that not only benefits my beneficiaries, but also assures me of a worry-free future. Thank you, Connor! – Rena Postoff
REVIEW #5 – I had a great experience working with Connor. He was very knowledgeable about the insurance products and explained the ins and out very thoroughly. I took a while to make my decision, and never felt any pressure to move forward before i was ready. I can recommend Connor and Control and Compound with great confidence. – Matthew Bell
REVIEW #6 – Control & Compound financial Connor was great to work with. Very friendly and knowledgeable. Looked after all my needs Effortlessly. I highly recommend them and look forward to future business opportunities. Five out of five stars! – Joshua
REVIEW #7 – Connor at Control and Compound Financial provides outstanding service with a personalized approach. He understands client goals, simplifies complex concepts, and offers valuable insights.
I highly recommend him for anyone seeking a dedicated financial professional. His expertise has greatly improved my financial journey. – Aady Wagh
REVIEW #8 – Working with Connor at Control & Compound has been a great experience from start to finish. He’s professional, responsive, and takes the time to explain things clearly, which made the entire process feel straightforward and stress-free.
From our first conversation, I felt supported and confident that I was in good hands. Connor is knowledgeable, transparent, and genuinely cares about helping clients make informed decisions rather than rushing anything.
I would absolutely recommend Connor and the Control & Compound team to anyone looking for guidance and a smooth, trustworthy experience. – Esther Benjamin-Black
Magnify Wealth
ADDRESS: 237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6, Canada
NUMBER: +1 902-702-3490
SERVICES: Estate planning, Financial coaching and Insurance-related financial advisement
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Our family has been working with Scott & Cameron Gannon at Magnify Wealth for 8 months. So far we have found them to be knowledgeable and professional. Before accepting their Whole Life High Early Cash Value Insurance policy, we had their policy offering audited by our large accounting firm (who shall not be named, but is well-know): The lawyer / accountant stated that Magnify Wealth’s offered policy fell into the category of 4 of 96 external policies they reviewed that was properly structured. Needless to say we signed and both my wife and I hold policies. I would highly recommend this brokerage. – Don Hogarth
REVIEW #2 – Working with Scott and the team at Magnify Wealth has been a rewarding and enlightening experience. Scott’s approach to educating his clients and allowing them to understand the power of access, control and liquidity of their money without significant risk exposure is both unique and comforting. Prior to working with Scott, the idea of balancing retirement savings, insuring against lifetime risks and enjoying life seemed impossible, leaving a feeling of constant choice of one vs the other. After working with Scott over the past 5 years, I not only feel comfortable with my plans for retirement, but also feel my family is adequately protected and have the ability to enjoy life with substantial flexibility. Furthermore, and perhaps the most important, I’ve never felt more in control of my finances and always feel I have someone (IE – Scott) to discuss financial matters with free of any judgement.
Highly recommend reaching out to Scott and the team at Magnify Wealth if you are looking to find a partner who truly helps achieve financial freedom without the looming feeling of restrictions. – Jason Conrad
REVIEW #3 – Cameron took the time to review my information and current situation and prepared a valuable list of suggestions while also helping me clearly understand. I found Cameron very easy to communicate with and trust. – John Tiedemann
REVIEW #4 – We’ve had a great experience working with Scott and Cameron at Magnify Wealth. Their knowledge and passion for helping people with their financial future is unmatched. 5 stars. – Paul Paris
REVIEW #5 – Met with Cameron and Scott multiple times and they are great! Extremely professional, always ask questions before leading to any conclusions. You can feel that they truely care and want to offer the best possible solutions to anyone they serve! – Gabriel Bouchard
REVIEW #6 – It was a great experience working with Cameron at Magnify Wealth. He will have you saving and growing money in ways you didn’t even know! It’s worth the consult to learn more about their business and how it can benefit you. Make the call! – Mary-Jane Wells
REVIEW #7 – When it comes to Scott from Magnify Wealth, he is the best at what he does. He personalizes his approach to the client’s goals and guides them accordingly, leading to more money and magnification of wealth. 🙂 – Sangeeta A Khurana (Sana)
REVIEW #8 – “Scott helped me find the right investment that works for me and he has been very helpful in finding ways to save on taxes through my business. I would recommend him to anyone” – Brian Smith
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