At Freeman Group Private Wealth Management, we deliver more than investment advice—we bring order, structure, and clarity to every area of your financial life. Our approach to Halifax wealth management is built for people who want more than a basic plan. You want a strategy that adapts, protects, and moves with you—one that reflects your values and supports your goals.
We serve as your central advisor, coordinating every moving part of your financial life. That means your tax strategy doesn’t conflict with your estate plan. Your investments match your retirement timeline. And your wealth moves in the direction you choose—efficiently, confidently, and in sync.
Our Halifax wealth management process is deeply personal, proactive, and designed to bring long-term peace of mind.
A strategic approach to Halifax wealth management
Our clients don’t come to us looking for products—they come to us for a plan. We take the time to understand your life, your priorities, and your biggest questions. Then we design a strategy that brings everything together: retirement, tax, estate, investment, business, and beyond.
You’ll always know where you stand. You’ll always know who to call. And you’ll always have a team working behind the scenes to make sure nothing is missed.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.