At Gordon Stirrett Wealth Management, we believe that everyone deserves exceptional financial advice. As one of Canada's largest independent financial planning firms, we offer guidance on financial, retirement, and estate planning. Our experienced advisors provide personalized advice and support to help you achieve your financial goals.
Our People
At the heart of our business is our team of experienced and certified financial planners. Our advisors are dedicated to providing you with exceptional service and advice, giving you the best possible outcomes for your financial situation. Our team includes:
- Gordon Stirrett, CFP - Principal and Certified Financial Planner
- Joel Neynens, CFP, TEP - Principal and Certified Financial Planner
- Carrie Eisener, CFP - Certified Financial Planner
- Mark Fultz, CFP - Certified Financial Planner
- Marshall Dawson, CFP, TEP - Certified Financial Planner and Member of the Society of Trust and Estate Practitioners
- Erika Hankinson - Administration Manager
- Scott McMahon - Financial Consultant
- Erica van Vulpen, BA - Business Manager
- Jana Miller, BA - Communications & Marketing
- Julie Alexander - Administration
- Amanda Aucoin - Client Administration
- Ashtyn Clarke - Administration
Our Services
We offer a comprehensive range of financial services, including:
- Retirement Planning: We help you plan for a secure and comfortable retirement, ensuring you have the freedom to enjoy your golden years.
- Investment Planning: Our advisors work with you to create a personalized investment strategy, tailored to your risk tolerance and financial goals.
- Financial Planning: We provide guidance on budgeting, saving, and managing debt, helping you achieve financial stability and security.
- Insurance Planning: We can help you identify and mitigate risks, providing peace of mind and financial protection for you and your loved ones.
- Corporate Tax Planning: Our experts work with your business to minimize tax liabilities, ensuring you have more money to invest in your organization.
- Estate Planning: We help you create a comprehensive estate plan, ensuring your wishes are respected and your loved ones are protected.
What Our Clients Say
We're proud of the exceptional service and results we've delivered to our clients. Here's what some of our clients have said about us:
"The best financial decision we have ever made."
"Absolutely fantastic service."
"Above and beyond my expectations."
Community Partnerships
At Gordon Stirrett Wealth Management, we believe in giving back to the community that has given us so much. We proudly support local organizations and initiatives that promote financial literacy, education, and community development.
Explore our community partnerships, including Freedom Foundation of Nova Scotia, Hospice Halifax, and ElderDog Nova Scotia.
Get in Touch
Ready to take control of your finances? Get in touch with us today to discuss your financial goals and objectives. Our experienced advisors are here to guide and support you every step of the way.
Overview of Reviews
The reviews of Gordon Stirrett Wealth Management are overwhelmingly positive, with all reviewers giving 5-star ratings.
Financial Planning and Investment Advice
Reviewers praised the company's financial advisers for their knowledge, respect, and helpfulness in providing personalized financial planning and investment advice. They appreciated the thorough analysis of their investments and the creation of tailored plans to achieve their long-term retirement goals and risk tolerance.
Trust and Confidence
Many reviewers expressed their trust and confidence in the company, stating that they felt comfortable with their financial decisions and sleep well at night knowing their retirement funds are being managed by Gordon Stirrett's team.
Personalized Service
Reviewers appreciated the personalized service they received, with advisers taking the time to understand their needs, answer their questions, and provide regular updates on their portfolios.
Expertise and Professionalism
The company's expertise and professionalism were highlighted, with reviewers noting the thorough preparation, clear communication skills, and knowledge of the financial industry demonstrated by the team.
Recommendations
All reviewers highly recommended Gordon Stirrett Wealth Management to others, citing their positive experiences and the confidence they have in the company's ability to manage their finances.
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