Your investments don’t stand alone. They sit at the heart of your financial life—connected to your tax strategy, estate plan, retirement goals, and legacy vision. At Freeman Group Private Wealth Management, we believe investment planning should reflect the bigger picture. Every dollar should have a job, every account should have a reason, and your portfolio should evolve as your life does.
We work with high-net-worth individuals, families, and business owners across Halifax to create investment strategies that are deeply personal, tax-smart, and built for long-term success.
Our investment planning approach
We don’t start with charts. We start with questions. What keeps you up at night? What’s driving your financial goals? Are you focused on security? Growth? Impact? Legacy?
Once we understand your motivations and your lifestyle, we create an investment plan that reflects you—fully integrated with your broader financial strategy. Portfolios aren’t static. Life changes. Markets shift. Priorities evolve. We ensure your plan does, too.
Freeman Group is more than an investment advisor—we’re a long-term partner in your financial life, helping your wealth grow with direction, not guesswork.
What drives your investment decisions?
Is your goal financial freedom? Confidence in retirement? Leaving a legacy for your family? Supporting a cause you believe in?
Whatever the reason, it matters. Because your investment plan should be more than a set of asset classes—it should reflect what you care about most. And it should adapt as your goals change.
That’s why our high-net-worth investment planning process includes:
- Deep discovery and goal alignment
- Tax-efficient investment structures
- Retirement income planning
- Strategic diversification—including traditional and alternative investments
- Ongoing monitoring and rebalancing
Stop the silent drain: Tax-smart investing
Taxes don’t have to eat away at your returns. Through smart account allocation, careful timing of withdrawals, and the use of tax-efficient investments, we help ensure more of your money stays in your pocket—and working for your future.
Our investment planning process includes active collaboration with your accountant or tax advisor, making sure every piece of your strategy is coordinated and effective. When we say full-picture planning, we mean it.
Your portfolio should work as hard as you did
You’ve spent years growing your wealth. Now it’s time for your portfolio to pull its weight. Whether you’re drawing income in retirement, planning for an extended leave, or funding a passion project, your investments should support your life—not restrict it.
We help you build an income-generating portfolio that balances security with growth. Bonds, dividends, REITs, and other vehicles are used strategically to maintain your lifestyle without compromising your future.
Beyond stocks and bonds: The role of alternatives
High-net-worth investment firms understand that real diversification often means going beyond the public markets. At Freeman Group, we offer access to a carefully selected range of alternative investments—private equity, real estate, infrastructure, and hedge funds—designed to increase opportunity and manage risk.
These aren’t off-the-shelf options. They’re part of a thoughtful plan tailored to your risk profile, liquidity needs, and long-term objectives.
Sustainable investing with substance
Your investments can reflect your values. Through sustainable and ESG-focused strategies, we help clients support the causes they care about—climate, diversity, fair labour—without sacrificing returns.
Sustainable investing isn’t just a trend. It’s a disciplined, intentional approach to aligning wealth with purpose. And with our guidance, it becomes a seamless part of your broader investment plan.
Partnership, not just advice
Investing can be overwhelming. But with Freeman Group, you don’t have to navigate it alone. We walk beside you through every stage of life—from your first million to your business exit to your estate transfer strategy.
Whether it’s rebalancing after a market shift or seizing a new opportunity, we help you act with confidence and purpose. Our clients count on us not just for advice—but for ongoing partnership, clear communication, and strategies they understand.