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  • Jonathan Davies - Halifax Financial Advisor and Wealth Management

    About
    For clients who want more than basic investment advice, Jonathan Davies - Halifax Financial Advisor and Wealth Management provides comprehensive financial planning designed to connect wealth management with the practical decisions that shape work, family and retirement. The practice is based in Halifax and serves clients across Nova Scotia, including business owners, entrepreneurs, healthcare professionals, lawyers, executives, high-net-worth families, pre-retirees and retirees. The team helps clients organize the major areas of their financial lives into a strategy that can include investment planning, retirement planning, tax planning, insurance, estate and legacy planning, business succession and cross-border considerations.

    (902) 332-3651

    36 Solutions Dr #108, Halifax, NS B3S 1N2

    Canada

    https://www.jonathandaviespwm.ca/ Claim this company

    Categories: Financial Advisors.