Most Popular Financial Planner in Nova Scotia for Business Owners and Consultants.
Invest for
Your Success
Here’s to the dreamers who dared to take the long road over overnight success. The rebels who reject the status quo, fueled by passion and relentless effort, settling for nothing less than excellence. They aren’t just lucky; we see the hours, the tears and the sweat. These are the leaders who bring joy to their communities, families, and friends. We’re here to support those who believe in continuous growth and strive to design their own future.
Value-Driven Success: Wealth, Freedom, and Peace of Mind
Our clients gain confidence and peace of mind, knowing they can focus on what’s truly important to them. With the right systems in place. We empower you to pursue your passions. Our approach fosters increased net worth and continued growth, helping clients build lasting legacies and make positive impacts on their communities. Equipped with a clear and proven plan, clients can follow a step-by-step roadmap designed to help them achieve their financial goals with precision and ease.
Trusted Financial Guidance
Steve MacLellan, an independent and licensed financial professional, partners with other financial experts to offer insurance, investments, and wealth management across the Maritime Provinces, Newfoundland, BC, and Alberta. We explore multiple options to find the best fit for your financial goals. We are committed to transparency, avoiding conflicts of interest, and protecting your privacy while helping you grow and secure your wealth.
For more details, feel free to ask, we are here to help.
Advisor Disclosure and Privacy Policy that includes our Letter of Engagement.Long-Term Financial Planning in Canada
According to a 2019 survey by the Financial Consumer Agency of Canada, only 22% of Canadian’s are confident in their ability to plan for their long-term financial future. This highlights a gap in financial preparedness, with many Canadians needing professional guidance to improve their financial standing, we are here to help!
Comprehensive Financial Plans
-
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
-
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
Complete Estate Planning
Detailed Investment & Insurance Analysis
Networking and Mentorship Opportunities
Business Growth and Tax Optimization Masterclass
Exclusive Resources including Private Q&A Sessions
-
Find More Money
Increase Your Money Mindset
Follow the Philosophy of the Wealthy
Reduce Your Biggest Expense - Taxes
Debt Elimination
Leave a Legacy
Complete Estate Planning
Detailed Investment & Insurance Analysis
Networking and Mentorship Opportunities
Business Growth and Tax Optimization Masterclass
Exclusive Resources including Private Q&A Sessions
Financial and Business Coaching
Design Your Future With The Financial Engineer
Contact Steve
steve@thefinancialengineer.ca
(902).240.6508
Halifax, Nova Scotia