4 Best Gold IRA Investment Companies Near Me in Halifax, NS – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Gordon Stirrett Wealth Management
ADDRESS: 1741 Lower Water St Ste 210, Halifax, NS B3J 0J2, Canada
NUMBER: +1 902-492-1119
SERVICES: Corporate Tax Planning, Insurance Planning, Investment Planning, Management Help, Retirement & Financial Planning, Retirement And Estate Planning, Tax Implications
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Just had the pleasure of meeting Scott McMahon for a complimentary financial planning review and am so impressed. He patiently sat with me, carefully addressed all of my questions and mapped out multiple pathways toward my goals. Coming out of the meeting, I feel more knowledgable and confident knowing this firm is at my back. – L. Olstead
REVIEW #2 – We initially reached out to Gordon Stirrett Wealth Management for a free consultation because we wanted a second opinion on our investments. We ended up moving all of our investments as a result. We’ve been working with Marshall Dawson at Gordon Stirrett Wealth Management for a few years now and we couldn’t be more pleased with the experience. He is extremely knowledgeable and takes the time to explain financial concepts clearly, helping us feel confident in every decision we make. Most importantly, we trust Marshall completely. His advice has consistently guided us toward smart investments and strong returns. It is reassuring to have someone so professional and dependable looking out for our financial future. We highly recommend Gordon Stirrett Wealth Management. – Nancy Morton
REVIEW #3 – We have been clients of Gordon Stirrett Wealth Management for over 20 years. Gordon has always provided clear, sound financial advice and we have been very pleased with the results of our investments.
Gordon and his team are very welcoming and offer the highest degree of professionalism in all their interactions and dealings with us. We unreservedly recommend them to anyone looking for financial guidance and investment services. – Clarence and Linda Hewitt
REVIEW #4 – My family and I have been dealing with Marshall Dawson at Gordon Stirrett Wealth Management for some year, and we have always been pleased with his professionalism, knowledge and pleasant manner. Marshall has helped us in many different areas and always takes time to explain things to us and make sure we are comfortable with information and advice. There is never any pressure. Everyone that we have dealt with at this firm is pleasant and makes you feel welcome. I have no hesitation in recommending this firm. – Karen DeCoste
REVIEW #5 – After jumping around from one financial investment firm to another, we met with Gordon Stirrett Wealth Management. We have now been with the firm for 10+ years. We initially worked with Gordon himself but for the last several years we have been working with Scott McMahon.
We can’t say enough about the professional service we receive. Whenever we meet with Scott he is always prepared, extremely knowledgeable and always explains things in terms that we understand. He makes himself available to answer any questions we have whether it is through email, in person or virtually.
We trust Scott fully and have recently brought our daughter to him for financial advice and investing. The advise he gave was extremely beneficial in planning for her future. She was very impressed with his knowledge and advice and immediately became a client.
We look forward to continuing our relationship with Scott in the retirement phase of our financial journey. – Heather Mansfield
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Wiltshire Financial Management
ADDRESS: 6156 Quinpool Rd, Halifax, NS B3L 1A3, Canada
NUMBER: +1 902-404-8410
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Tax Efficient Financial Planning, Wealth management services, Personal Records Inventory, Health Wealth Binder, Executor Kit, Estate Checklist, Financial Assessment
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 – Doug Wright has worked with us over many years providing helpful financial management that carefully responds to our investment profile and needs. We appreciate his attentiveness. Doug informs us of current financial trends, keeps on top of our investments by checking in with us regularly, and promptly acts on any of our requests. Doug was particularly supportive when it came to our retirement investment planning and decision making process and he did the leg work that helped us to identify the most appropriate and beneficial portfolio. – Alexandra Dobrowolsky
REVIEW #2 – I have been using Doug Wright’s financial and investment services for more than 15 years. Doug has very good knowledge of various financial and investment strategies, from retirement planning, investment, life insurance, TFSA vs RRSP, etc. He is not pushy, he proposes possible solutions, explains clearly his point of view, listens carefully to what you have to say and attends to your concerns. I find him relax and confident, which in return makes the overall meeting relaxed and instructive. I unequivocally recommend Doug Wright as a proven, effective financial and investment manager. – Marc Lamoureux
REVIEW #3 – Doug is an excellent guide for retirement and investment management. Experienced, patient, wise and easy to talk to about our personal life and family goals. I’ve worked with a few financial planners but Doug is the most thoughtful and down-to-earth in terms of giving advice that aligns with our hearts and financial practicalities. – Amy Schwartz
REVIEW #4 – Douglas has been wonderful!! My wife Fern and I are getting ready to retire and had no real idea of where we stood financially. When we would talk to banks (which seemed to be a different person each time) we never felt comfortable with decisions with our investments. Doug took the time to know us and help with our future and we are so grateful. Doug is always a phone call or text away and has been a blessing!!! Thank you Doug and the team at Wiltshire Financial! We highly recommend you guys. Thanks again!! Dave & Fern!! – David Smith
REVIEW #5 – My wife and I have been investing with Doug and Wiltshire Wealth Management for going on 2 years.
Prior to our meeting with Doug all our money was invested through a bank.
Banks are good if you’re ok with minimal returns and sometimes not so great advice!
Since investing with Doug and Wiltshire our rates of return have almost doubled, we get constant updates and advice that has put us in a very comfortable financial position!
Doug is professional, personable, knowledgeable and extremely proactive with our portfolio!
We would and have recommended Wiltshire Wealth Management, everyone so far is pleased with their choice and happy we recommended Doug! – Steve Critch
Eastport Financial Group
ADDRESS: 741 Bedford Hwy suite 201, Halifax, NS B3M 2M1, Canada
NUMBER: +1 902-474-5433
SERVICES: Insurance annuity investment advisement, Estate planning, Financial coaching, Financial planning, Insurance-related financial advisement, Investment advising, Net worth and cash flow analysis consulting, Philanthropic investing-related financial consulting, Retirement-related financial consulting, Retirement savings consulting, Stocks and bonds consulting, Tax planning, Wealth management
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 – From the very first conversation, their team demonstrated exceptional integrity, genuine care and true professionalism that set them apart in the financial services industry.
They took the time to truly understand my situation and provided clear and honest advice without any pressure or upsell tactics. I honestly could feel they were investing in my best interest. I always feel respected and supported.
Thank you for everything! – Timothy Eisener
REVIEW #2 – Going on the philanthropic journey with Kate has been informative and invigorating. She helped us excavate our values and peer into the potential for the next chapter of our lives as kingdom participants and entrepreneurs. She has guided us into clarity and vision casting for the future not only in relationship to our finances but also for kingdom impact in participating with God in key areas where we have been uniquely shaped by life experience and education. She has helped facilitate and shape a conversation surrounding our life story and our core principles, leading us into a place of excitement about the potential next steps God has for us. – Tyler and Julie Johnston
REVIEW #3 – Jonathan Lewis and his high energy team are amongst the most knowledgeable life insurance experts in Atlantic Canada. The group also gives back enormously to its community which was important to me when selecting my insurance provider. I am honored to be a long time client and friend. – Jonathan Norwood
REVIEW #4 – My wife and I have never had the experience of praying with our financial investor before coming to Eastport financial. As committed Christians, it’s truly unique for my wife and I to have kingdom oriented conversation around our personal finances with our financial advisors, who truly understand and provide guidance for generating wealth not only for personal gain but stewardship as it relates to all that God has given for us to manage for his purpose. – Tyler Johnston
REVIEW #5 – Exceptional Expertise and Outstanding Service!
I cannot recommend Eastport enough! Their experience and knowledge in the financial investment industry are truly unmatched. From the moment I began working with them, it was clear they are not only seasoned professionals but also have an incredible network of global contacts that add immense value to their services.
What sets them apart is their approachability and genuine willingness to share their expertise. They take the time to explain everything in a way that’s easy to understand, no matter how complex the topic. Whether you’re just starting out or looking to refine your financial portfolio, their personalized guidance and patience make the learning process enjoyable and empowering.
The team is incredibly friendly, always ready to answer questions, and they truly go the extra mile to ensure you feel confident and informed about your investment decisions. Their dedication to client success is evident in every interaction.
If you’re looking for a financial investment firm that combines deep industry expertise with a personable, client-focused approach, Eastport is the one to trust!
Thank you all so much. – Jana Mitchell
Elliott Chaulk Private Wealth Management – IG Private Wealth Management
ADDRESS: 36 Solutions Dr #108, Halifax, NS B3S 1N2, Canada
NUMBER: +1 902-423-8294
SERVICES: Comprehensive Wealth Planning, Financial Consultant, Global Investment, Insurance & Estate Planning, Investment Counselor, Investment Strategies, Planning Strategies, Private Wealth Management, Real Financial Plan, Retirement And Estate Planning,, Retirement Savings, Retirement planning, Risk Management
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’d like to echo all the things Maxine said. Lauren makes us feel like we’re her only client! We’ve been dealing with Lauren for many years. Her staff are excellent and now look after our children’s financial affairs. Lauren explains things so well, and provides great recommendations. We know this by the strong results we have seen over the years. Lauren and her team really go the extra mile! – Ken Gray
REVIEW #2 – We have worked with Lauren for close to 15 years. She has seen us through all of the milestones, opportunities and challenges that life has thrown our way. Her steady and calm approach has been appreciated. We are thankful for our family’s solid financial foundation, which was built in large part thanks to Lauren’s comprehensive planning and investment advice. – Jen Mullane
REVIEW #3 – IG Wealth Management is definitely my place-of-choice for my investment & mortgage needs. As such, I have recommended IG to my friends and family when seeking help for their future retirement plans. Let’s start by the greeting of smiles when you enter their doors. Your appointments start on time, which I’m a big fan. My IG rep of choice is Lauren Chaulk. We met almost 10 years ago and I have not looked back. Unlike the traditional banks, we discussed all aspects of my life including my comfort level for investing, current bank & employment investments, plan for the future, estate planning and so much more. I knew I had to get out of the banking scene with my investments since their representative turnover is extremely high and there was no discussion of my entire picture. Over the years Lauren helped allay my concerns with her knowledge and experience through the few volatile times experienced in the market; her delivery made me feel more comfortable continuing my monthly contributions…and still get a good night’s sleep. Lauren is available whenever I have a question or concern by email or phone. If she is away on a much-deserved vacation, her team is in touch with me. With Lauren’s expert guidance I have been able to retire much earlier than originally expected. I am extremely happy with my choice to go with IG and feel extremely fortunate to have Lauren Chaulk as my rep (I always look forward to our meetings)! – Chris R
REVIEW #4 – I met Lauren Chaulk in 2012 with my then business partner and started to really invest in my future and eventually retirement. It is now 2025 and have reached my goals, thanks to Lauren’s help and the IG Wealth Group. I can’t say enough to younger people today to start planning for the future as it somehow creeps up on us in no time at all. I can easily review my investments on line whenever I’d like and Lauren is just a quick phone call away with any advice I may need. Thanks again Lauren to you and your team for being so amazing!!! – Anita Wintzer
REVIEW #5 – We have been with Investors Group for at least 10 years and have been so happy with everything they have done for us! We are all set for retirement and even our kids are now clients! I found Lauren was excellent at making things easier for me to understand. We highly recommend them to help plan for the future! And you feel part of their family! – Maxine Brewer
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