Wealth Management

Tailored Financial Strategies for Your Life and Business

Personalized investment, insurance, and financial planning solutions for individuals, families, and organizations throughout Halifax and Nova Scotia.

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Our Services

Comprehensive Wealth Management

Strategies designed for your unique goals—delivered by experienced advisors.

Investment Management
Portfolio construction and ongoing management tailored to your risk profile and long-term objectives.
Financial & Retirement Planning
Personalized plans for retirement, education, and life milestones—built to adapt as your needs evolve.
Insurance & Estate Planning
Protect your legacy and loved ones with integrated insurance and estate solutions.
Our Approach

Client-Focused, Disciplined, Trusted

Advisor meeting with clients in an office
Financial planning documents and charts on a desk
Professional handshake at a business meeting
North 49 Wealth Management team collaborating in office
About Us

A Disciplined Approach to Wealth

North 49 Wealth Management Ltd. is a Nova Scotia-based firm, in partnership with Investia Financial Services, dedicated to helping Canadians achieve financial clarity and confidence. Our advisors leverage decades of experience to deliver strategies that balance risk and reward, always tailored to your unique circumstances.

Whether you’re planning for retirement, growing your business, or protecting your family’s future, we work with you to create a plan that evolves as your life does.

  • Personalized, client-first service
  • Disciplined, evidence-based investment process
  • Solutions for individuals, families, and organizations
Our Process

How We Work With You

A clear, step-by-step approach to help you reach your financial objectives with confidence.

1
Discovery
We take time to understand your goals, values, and current financial situation.
2
Strategy
We design a tailored plan, balancing risk and opportunity to fit your needs.
3
Implementation & Review
We put your plan into action and review progress together as your life evolves.

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Ready to Take the Next Step?

Discover how North 49 Wealth Management can help you achieve your financial goals. Book a confidential consultation today.

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