Led by Peter Boyd, a Senior Wealth Advisor, Chartered Professional Accountant, Certified Financial Planner, Chartered Investment Manager, and former CFO, the Boyd Advisory Group ensures that people like you have a trusted partner and everything you need to make informed, confident decisions and benefit from comprehensive wealth planning.
Serving affluent clients in Atlantic Canada, we bring considerable perspective to business owners, entrepreneurs, incorporated professionals, and their families to ensure that they have tailored solutions to their many needs.
In wealth management, one size does not fit all and being a true partner means offering personalized services and solutions aligned to your circumstances and your financial/life goals. At the Boyd Advisory Group, we do not have to convince people why they fit a certain model. Every day, every time, our elite team matches our clients with solutions and strategies that are right for them.
If you are looking to have a straightforward discussion about your financial affairs and what an elite wealth management team can do for you, let’s connect. Even better, let us arrange for you to hear it directly from some of the many people who have benefited from our approach.
Offering a wide range of advisory, investment, and wealth solutions and the ability to partner with those you trust, the Boyd Advisory Group is a member of the Scotia McLeod family: part of Scotia Wealth Management and Scotiabank (≈$1.1 trillion in assets, TSX: BNS, NYSE: BNS) and a member of the Canadian Investor Protection Fund and CIRO (formerly IIROC).
Company Details
- Employees
- 7
- Founded
- 2022
- Address
- 1959 Upper Water St, 3rd Floor,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth management, Financial advisor, Financial planning, Asset protection, Investment management, Business succession, Business exits, Shareholder agreements, Tax planning, Estate planning, Philantropy, RESP, Retirement planning, Business strategy, Portfolio management, Wealth preservation, Tax, Due diligence, Investment strategy, M&A, Asset management, Alternative investments, Mutual funds, Equities, Insurance, Banking.
- HQ
- Halifax, Nova Scotia
- Competitors
- The Clore-Kelly Group, Merrill Lynch, Blue Sky Financial Group, Khai Zhen Consulting Group, Barr Law Offices, Mile High Medicare, Wealthy Sistas Media Group, KEITH BUCHANAN LINSCO LEDGER, Great Vision Capital Growth, Award Financial Group, Shivanand Hulyalkar | We are here for Change Towards Healthy, Wealthy, Prosperous Society.
Boyd Advisory Group | Scotiamcleod Questions
Boyd Advisory Group | Scotiamcleod's LinkedIn profile is https://ca.linkedin.com/company/boyd-advisory-group
Boyd Advisory Group | Scotiamcleod has
7 employees.
View email and phone details for 7
employees at Boyd Advisory Group | Scotiamcleod.
Boyd Advisory Group | Scotiamcleod's industry is
Financial Services
Boyd Advisory Group | Scotiamcleod's top competitors are
The Clore-Kelly Group, Merrill Lynch,
Blue Sky Financial Group,
Khai Zhen Consulting Group,
Barr Law Offices,
Mile High Medicare,
Wealthy Sistas Media Group,
Keith Buchanan Linsco Ledger,
Great Vision Capital Growth,
Award Financial Group,
Shivanand Hulyalkar | We Are Here For Change Towards Healthy, Wealthy, Prosperous Society.
Boyd Advisory Group | Scotiamcleod's categories are Financial Services
Boyd Advisory Group | Scotiamcleod's founding year is 2022
