Company Information

Get to know Atlantic Wealth Management - Nova Scotia

Atlantic Wealth Management is a firm of independent financial advisors located in Halifax, Nova Scotia. Their stated mission is to help clients achieve their financial goals through personalized and comprehensive financial planning. The firm operates with a client-first philosophy, focusing on building long-term relationships based on trust and integrity. They offer a wide range of services including investment management, retirement planning, insurance solutions, tax strategies, and estate planning. The advisors at Atlantic Wealth Management are affiliated with Investia Financial Services Inc., which provides them with the necessary regulatory oversight, tools, and a broad platform of investment products while allowing them to maintain their independence in advising clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Atlantic Wealth Management - Nova Scotia

Canada

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.