Financial Consultants near Halifax

“I’ve been working with Timothy for over a year now, and I couldn’t be more grateful for his support. As a young professional living in Toronto, I was looking for a flexible, affordable virtual financial planner, and Timothy has been a perfect fit. While based in Halifax, his extensive knowledge of finance across Canada, especially in Ontario, has been incredibly valuable to me.

Timothy has helped me gain a clear understanding of my finances, set personal financial goals, and create a solid framework to achieve them. He’s also been really flexible as life changes happen—like paying for a wedding and starting a new job with a completely different compensation package. Thanks to his guidance, I feel confident that I’m on track to be financially ready for whatever the future holds.

What I appreciate most is that Timothy provides excellent recommendations for banks, bank account types, and financial products tailored to my current situation and lifestyle. It’s like he’s my personal translator, helping me navigate and truly understand the often complicated financial world.

Every meeting with Timothy is positive and productive. I always walk away feeling empowered, knowing that I’m doing something good for myself, my family, and our future. He’s non-judgmental, supportive, and meets you where you’re at, no matter what your financial situation is.

I look forward to continuing to work with Timothy for many years to come. Highly recommend!“

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“When I started my own company in 2011, I turned to Dave Moore and The Moore Wealth Group for his services to help set up my company’s health plan, disability and life insurances. Dave went above and beyond my expectations and I was thoroughly impressed with his knowledge. As my financial advisor, I have complete trust in Dave to manage my investments for my future and highly recommend his services!“

“Adam had the answers to each of our questions. He made our experience stress-free and helped to make our options simple and straightforward. We will definitely be working with him again in the future!“