Statements (66)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:foundedIn |
2000
|
| gptkbp:has |
gptkb:Certified_Financial_Planners
Financial Analysts Compliance Officers Investment Advisors Client Relationship Managers Investment Committees Client Satisfaction Surveys Retirement Specialists Investment Policy Statements Client Feedback Mechanisms Client Onboarding Process Client Education Resources Online Investment Tools Client_Support_Services Financial_Technology_Solutions Risk_Management_Services Investment_Research_Team Wealth_Management_Advisors Wealth_Management_Software |
| gptkbp:headquarteredIn |
gptkb:Halifax,_Nova_Scotia
|
| https://www.w3.org/2000/01/rdf-schema#label |
Halifax Wealth Management
|
| gptkbp:is_a_member_of |
gptkb:Investment_Industry_Regulatory_Organization_of_Canada
|
| gptkbp:is_governed_by |
gptkb:Canadian_Securities_Administrators
|
| gptkbp:is_involved_in |
Community Outreach Programs
Sustainable Investing Financial Literacy Initiatives Corporate_Social_Responsibility_Programs |
| gptkbp:is_known_for |
Transparent Fee Structure
Comprehensive Wealth Management Personalized_Financial_Solutions Long-Term_Investment_Strategies Holistic_Financial_Strategies |
| gptkbp:is_part_of |
gptkb:The_Halifax_Group
gptkb:Financial_Planning_Association_of_Canada |
| gptkbp:is_recognized_for |
Client-Centric_Approach
Innovative_Investment_Solutions |
| gptkbp:offers |
Financial Planning
Investment Services Mutual Funds Retirement Planning Tax Planning Business Succession Planning Alternative Investments Stocks and Bonds Cash Flow Management Financial Risk Assessment Real Estate Investment Services Family_Office_Services Insurance_Services Financial_Wellness_Programs Wealth_Protection_Strategies Philanthropic_Advisory_Services Debt_Management_Services |
| gptkbp:provides |
Estate Planning
Investment Education Market Analysis Retirement Income Planning Wealth Accumulation Strategies Investment Performance Reports Tax Efficiency Strategies Financial Market Insights Portfolio_Management |
| gptkbp:serves |
Businesses
Individuals |