Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Your Halifax and Annapolis Valley financial planners
Our role is to create clarity in the middle of complexity. Life transitions—retirement, business succession, estate planning, or even a sudden shift like divorce or widowhood—can bring financial questions that feel overwhelming. At Viner & Selig, we help you find clear answers and confident next steps.
Our solutions
Financial planning is the foundation of everything we do. We start with your story and build a full-picture roadmap that reflects your life and goals. As a Halifax and Annapolis Valley financial advisor team, we look at each piece—investments, retirement income, estate plans, insurance, and taxes—as part of one bigger whole. This integration ensures nothing is missed and every decision supports the bigger picture of your financial future.
Investment planning
Your investments should move you closer to your goals. We create investment strategies designed to reflect your unique circumstances, time horizon, and comfort with risk. As CERTIFIED FINANCIAL PLANNER®️ professionals, we build high-quality portfolios that balance growth and protection, adapting them as your life changes. Whether your focus is retirement, legacy, or financial independence, our investment planning ensures your money is always working toward what matters most to you.
Supporting major life transitions
We focus on helping women and families through significant life transitions. Whether you’re facing financial planning after divorce, adjusting after the loss of a spouse, or preparing for retirement, we provide steady guidance. Our goal is empowerment—helping you feel informed, secure, and capable of making decisions with clarity. This focus has made us the Halifax and Annapolis Valley financial planner of choice for many individuals who value both expertise and compassion.
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 are on track to meet your goals, based on key dimensions of your financial life. From optimizing your retirement, to preparing for the unexpected, answering a few questions pertaining to key planning areas will deliver a financial well-being score out of 100, and personalized recommendations to help you make improvements.