A Halifax financial advisor can help you invest—but a caring financial planner builds a strategy that puts your well-being first. At Elliott Chaulk Private Wealth Management, we go beyond numbers and charts—we take the time to understand your life, your goals, and what truly matters to you.
Our approach isn’t about one-size-fits-all advice. We build a complete, thoughtful plan that connects every financial decision into a seamless framework designed to support your future. From business financial planning and tax strategies to investment management, estate protection, and risk mitigation—every element is carefully aligned to provide long-term security and peace of mind.
Because true wealth planning isn’t about transactions—it’s about building a lasting relationship with someone who’s dedicated to helping you thrive. At Elliott Chaulk Private Wealth Management, caring for your financial future means caring about you.
Tax Planning
You work hard for your money—keeping more of it should be the priority. Our tax planning strategies minimize liabilities, maximize available deductions, and ensure that every investment decision is structured with efficiency in mind. From tax-efficient withdrawals to corporate tax structuring, we build long-term wealth planning strategies to help protect and grow your wealth.
Retirement Planning
Retirement isn’t just about having enough—it’s about having a sustainable, tax-efficient income stream that aligns with your lifestyle goals. We design plans that turn savings into a predictable, lifelong retirement paycheque, ensuring you enjoy financial security well into the future.
Investment Planning
A successful portfolio is more than stocks and bonds—it’s a carefully balanced, risk-managed strategy designed for long-term growth and financial independence. Whether you’re seeking aggressive growth or steady, stable income, we ensure your investments align with your broader wealth planning objectives.
Estate Planning
Wealth without a plan is wealth at risk. Estate planning ensures that everything you’ve built transfers smoothly to the next generation while minimizing unnecessary tax burdens. From wills and trusts to succession structures, we make sure your financial legacy is preserved and protected.
Insurance Planning
Unexpected events shouldn’t derail your financial future. Insurance isn’t just about protection—it’s about financial security. Whether it’s life, disability, or critical illness insurance, we integrate coverage into your broader wealth plan to ensure that no matter what happens, your financial future stays intact.
Cash and Liquidity Management
Cash flow is the foundation of any financial plan. Keeping liquidity flexible while ensuring money is working for you is key to long-term success. We develop strategies that balance short-term accessibility with long-term investment growth, ensuring your capital is always positioned optimally.
Intergenerational Wealth Transfer
The great wealth shift is already happening. We ensure your wealth transitions smoothly across generations with structured plans that minimize tax liabilities and protect assets. Educating heirs, establishing family trusts, and planning inheritance strategies are all part of a seamless wealth transfer process.
Charitable Giving
Giving back should be as strategic as any financial decision. Charitable giving can be optimized for tax benefits, long-term impact, and family legacy building. Whether through donor-advised funds, charitable trusts, or structured gifting strategies, we help you create a legacy that lasts.
Business Succession
Your business is more than an asset—it’s a legacy. Planning an exit strategy that protects value, minimizes tax consequences, and ensures a smooth transition is crucial. Whether you’re selling, passing ownership to family, or restructuring, we develop business succession strategies that ensure continuity and financial security.
Is Your Financial Well-being on Track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.