Our firm offers excellence in financial advisory services using a team approach to solve the challenges that face today's family, business owner and professional. We provide our clients with outstanding financial planning expertise that allows them to create personal wealth, protect that wealth and distribute it according to their wishes.
Most of us are busy living our lives now but we don't take the time to properly plan for tomorrow. At Himmelman & Associates can help you prepare for that tomorrow. When you clearly understand your financial situation, you are able to gain a sense of peace about where you stand today and your ability to enjoy the future.
Most of us are busy living our lives now but we don't take the time to properly plan for tomorrow. At Himmelman & Associates can help you prepare for that tomorrow. When you clearly understand your financial situation, you are able to gain a sense of peace about where you stand today and your ability to enjoy the future.
Services
Brian Himmelman is a Senior Financial Advisor and Financial Planner. He is a graduate of Saint Mary's University with a Bachelor of Commerce degree in Finance. Brian is recognized as one of Atlantic Canada's leading independent advisors and is often interviewed by the local newspapers, television and magazines on investments, tax and estate planning.
Our relationship with clients starts with the development of a comprehensive financial plan to achieve their long-term financial goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of each client's situation. We strive to serve as our client's chief financial advisor.
At Himmelman & Associates we have a realistic view of financial planning. We consider your current situation, your goals, and the strategies required to address the numerous elements that can help or hinder your progress. This comprehensive process and attention to detail has made a significant difference to our clients' financial well-being.
Not all financial plans are created equal. And even the best plans need a sober, second look to ensure they are producing optimum results. At Himmelman & Associates we are pleased to provide a complimentary second opinion of your financial plan. It's a candid and thorough overview of every aspect of your financial life, designed to assess and improve on your financial situation -both now and in the future.
My wife and I have been dealing exclusively with Brian for the past 20 years. During that time we have found him very knowledgeable and he helps make our financial decisions easy. The energy and enthusiasm he contributes to our portfolio is very much appreciated. Our professional relationship with Himmelman & Associates is built on their high level of personalized service and integrity.
Reviews (6)
Kristy Burchell
Jan 02, 2018
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Carl Launt
Oct 18, 2017
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Tyler Maclaren
Sep 19, 2017
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Corey Kaye
Jul 13, 2017
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Scott Bentley
Oct 12, 2016
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Our professional relationship with Himmelman & Associates is built on their high level of personalized service and integrity. Clients we refer to Brian and his team often thank us for the introduction and how confident they feel working with them. Brian’s level of expertise is second to none in the financial and wealth management industry.
Mark Laprise
Sep 23, 2016
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