What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Wiltshire Financial Management Inc

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Canada
Dartmouth, NS
Wiltshire Financial Management Inc

Financial health and well being, like physical and mental health, need to be kept in check. What are your concerns and issues?

Our aim is to provide financial wellness ideas and strategies for the 50+ group. Retirement planning and financial independence are key planning and supports to our clients. You may have young adult children perhaps,who can be emotionally and financially draining? Whatever your stage in life, we can help! With many years of experience in wealth preservation, Wiltshire Financial will take individuals to the next level. First determining YOUR goals allows us to effectively plan financial success for you.

10/13/2026

If you are frustrated with bots and AI threatening real life interactions and relationships with your retirement plan and investments, you are not alone. As an independent CFP financial planner, I take great pride in my client relationships. They can speak and meet with me, a REAL person, when they need to, unlike other institutions we know well.

05/13/2026

Retirement today feels more uncertain than ever — rising costs, market changes, and questions about the future leave many Canadians wondering if they’re truly prepared.

Join us for an in-person Lunch & Learn, designed for those approaching retirement. Discover practical strategies and insights including CPP and OAS optimization.

Plus, you can book a complimentary consultation anytime for personalized retirement planning support.

📅 Thursday, May 21 | 12:00 PM (Noon)
📍 237 Brownlow Ave., upper lobby near big windows

Know someone who would benefit? Feel free to bring them along.
Contact [email protected] to RSVP

05/08/2026

Lunch & Learn 🥪

Join us for an “old fashioned” in-person Lunch & Learn focused on the Keys to a Successful Retirement. Designed for those approaching or already in retirement, this informative and welcoming discussion will cover important considerations for building confidence and clarity in your retirement years.

📍 237 Brownlow Ave. (upper lobby near the big windows)
📅 Thursday, May 21
🕛 12:00 PM (Noon)

Feel free to bring a friend who may benefit from the discussion!
Kindly RSVP by contacting [email protected] or [email protected].

12/11/2024

Don’t miss this amazing amazing Ukrainian concert this Sunday!

09/11/2024

A Second Opinion for Your Retirement Plan?

Why would you need a second opinion? Maybe your advisor is complacent and is no longer updating your retirement plan or providing fresh perspective? Maybe it’s your financial institution who has forgotten about you? Well, we have made it very easy for you! We have created the Retirement Readiness Assessment, an easy to use tool that takes about 5 - 7 minutes. It’s proven to be an invaluable self-evaluation resource for both individuals and couples. Moreover, it has emerged as a constructive platform for couples to engage in meaningful discussions about their respective goals.

As a financial planner, it's crucial for me to understand what truly matters to my clients. When working with individuals or couples, it’s beneficial for them to complete the Retirement Readiness Assessment independently, free from any influence. By comparing their responses, we can delve into more meaningful and enriching conversations. It’s a great beginning for a strong relationship!

Reach out today for a free copy of a Retirement Readiness Assessment www.wiltshirefinancial.ca or 902-404-8410

09/07/2024

Watch your money like a hawk! You will likely build wealth quicker with the millionaire mindset. Like successful business owners, they spend efficiently, don’t waste money and monitor cashflow religiously. Unfortunately, many high (and lower) income Canadians have extraordinarily high expenses and are not tracking their expenses regularly.

The research is clear; over 85% of millionaires between $3 and $15 million surveyed, attribute strict budgeting and cashflow management as a big reason for their financial success. “Be the pilot in your wealth journey, not the passenger.” (Jim Kwik)
[email protected]

06/20/2024

An executor can get into some real snags with the estate if they are not keeping good records and receipts of their expenditures.

06/17/2024

The Canada Revenue Agency defines fair market value as: "The highest price, expressed in terms of money, that a property would bring, in an open and unrestricted market, between a willing buyer and a willing seller who are both knowledgeable, informed, and prudent, and who are acting independently of each other."

06/13/2024

There are costs associated with being named Executor of someone's estate. This is something to consider. Your time is valuable!

06/04/2024

As the Executor, these are some potential legal fees and problems you may face.

Address

Suite 100, 237 Brownlow Avenue
Dartmouth, NS
B3B2C6

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.wiltshirefinancial.ca/

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