What Our Clients Are Saying
Healy Financial Planning is a client-focused family business that makes a lifetime commitment to our clients. Over the years, we’ve worked with hundreds of families and diverse organizations. Our most rewarding relationships are with people who are willing to collaborate, share, learn, and grow with us. Will you be one of them?
Here’s what people have to say about working with us:
The factor that drew me to Healy Financial was that their approach was totally different from what I experienced with my previous bank advisor and brokerage firm. Having access to resources that support recommendations on tax strategies and putting plans in place for my other family members which tie directly into my financial plan was exactly what I looked for in a financial advisory firm. They helped me develop and implement a great strategy that has enabled me to manage my wealth, have fun along the way, grow it substantially so that I now can comfortably retire.
Our relationship with Healy Financial is one where the focus is clearly on my family and what we are trying to accomplish. And I learned a lot along the way which helped me in my business planning. Dealing with a firm that can provide most if not all of your requirements makes it easy.
It continues to be a pleasure to work with the team at Healy Financial…feel that I am part of the family!
— Keith Skiffington, Chief Operating Officer, Office Interiors
“Prior to consulting with Healy Financial we were in an unfortunate situation where our investments weren’t being managed in a manner that was meeting our family planning and financial goals. Our biggest worry when thinking about switching to another financial advisor was all advisors would be the same. When we met Matt and his team it was like night and day. We could start to see a way towards both our life and goals, and we feel confident in our financial security and future planning.”
The best thing about being part of Healy Financial is you really feel like they care about you and have your best interests at heart. When we chat with Matt about our investments, it is like chatting with a family member. He takes into consideration our life situation and goals. We know he has our back and wants to see us enjoying life with our family and reaching our financial goals.”
— Dr. Chris and Laura McCrossin
“I moved home to Halifax from out west in 2009 and was needing a local financial advisor. I have been a client of the Healy’s since. They treat me like family, and I trust them to help guide me to make good decisions with my retirement savings. We have regular reviews of my overall financial situation, and this helps to keep focus and allow for changes in strategy. It also helps to keep me motivated to continue saving. I have been very pleased with the returns we have realized over the last 12 years, and we are steadily moving toward my goals.
Overall, I enjoy the personalized service I receive from them, and know I am being well taken care of. I can highly recommend them to anyone looking for a financial advisor.”
— Dr. Scott Thomson
“Healy Financial has been servicing our business and personal financial needs for over five years. From administering and managing our corporate medical plan; life and disability insurance policies; and corporate and personal investment portfolios, Matt and Rob and their support team have consistently met our expectations and requirements. We would have no hesitation recommending Healy Financial to prospective clients with similar financial needs and goals.”
— Jason Keating, Vice President, Operations - GRIFFIN Engineered Systems Inc.
“Around 2008 my wife Maggie and I felt we outgrew our insurance agent and looked for more of a one-on-one, personal relationship with a financial advisor. Rob worked with us thoroughly over the years helping us with all our insurance needs as well as our investments, our children’s RESP’s, and my parents financial needs.
Working with Healy Financial has made us feel much more comfortable with our future and we now have a good understanding of what to expect later on. I suggest to anyone looking for options to sit down for an overview with Rob or Matt and look at your plans. I am no expert, and so I leave the financial planning to the good people who do it daily.”
— Chris & Maggie Richards, Business Owners, Sea Harvest Seafood (2019) ltd.
“When we first approached Healy Financial we were both fresh out of our master’s professional programs and beginning our careers in Halifax. Our initial reach to Rob was to help plan how best to save for retirement while also paying off student loans. When we met with Healy financial we were intimidated thinking we would be overlooked as we had nothing to our name except student debt. In fact, the opposite was true. They believed in us and our future and wanted us to succeed. They helped us see the long game and building a plan that would allow us to reach our goals along the way.
Since then, they’ve provided so much information, guidance and much more. As busy professionals, we were able to create wealth management plans around sound financial decisions. One of the best things from working with Rob, Matt, and the team at Healy Financial is that we are now more educated in finances and we have someone we can trust will help us do what is best for us. We have since recommended to multiple friends to reach out Healy financial as it was one of the best decisions we have made.”
— Daniel Muise, Physiotherapist & Angelina S. MacLellan, Psychologist, MA