Cory Stuart, Financial Planner,Halifax, NS

Phone

Office

Office Location

1791 Barrington Street 16th Floor Halifax, NS B3J1X7. map

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.

In my role, I focus on four key areas:

Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

Certificates

CFP®

BBA

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you reduce taxes during retirement?
When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Ensure you have an up-to-date Will and Power of Attorney
Consider using executor services like a corporate executor or Power of Attorney for Property
Transfer your wealth and help avoid any unintended consequences

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

WIO: Portfolio Strategy Quarterly Q3 2025

The risks we see coming yet do nothing to avoid (the so-called “Grey Rhinos”) and this headline-driven market often mask the truth about economic conditions, which over the long term underpins financial markets. There’s no doubt we live in turbulent times. We will dig deep with the best of our thinking to take advantage of opportunities and manage risks with a well-diversified, contemporary investment portfolio built and managed around a thoughtful wealth plan. Read on.

WIO: Quarterly Market Review: Q2 2025

Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.

Monthly Perspectives | Standing in a Bucket | June 2025

The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.