Sylvain Morin & Associates:
Transforming complexity into financial success
Retirement approaching? Stepping away from a long-held career? Selling the business you built? These transitions bring complexity, but they don’t have to bring uncertainty.
At Sylvain Morin & Associates, your Halifax financial advisor and financial planner, we specialize in guiding affluent Canadians through financial turning points, ensuring every move is intentional and strategic. Whatever comes next, we help you navigate it with confidence, so your wealth continues to serve you and the generations that follow.
Who we serve
Wealth is shaped by every decision, every risk, every opportunity you seize. At Sylvain Morin & Associates Private Wealth Management, we work with affluent Canadians to bring clarity to financial complexity, ensuring every part of your wealth is aligned with your long-term vision.
How do you picture your life in 10 years? Retirement bliss on the beach? Serving as a consultant for your thriving business now being run by your kids? Or perhaps creating a legacy that reaches beyond your lifetime? These are the questions we ask because your wealth plan isn’t only about today’s numbers; it’s about tomorrow’s possibilities.
Every piece—investments, retirement plans, estate strategies—works together, supporting the vision that keeps you moving forward.
The quarterback of your financial world
Managing wealth isn’t a solo sport. Lawyers, accountants, estate planners—they all have a role. But who’s bringing it all together? Who’s calling the plays, ensuring every move is aligned with the next? That’s where we come in. At Sylvain Morin & Associates, we’re your financial quarterback. We coordinate with everyone involved in your financial life to make sure no detail is overlooked. Tax implications of an estate strategy? Covered. Legal nuances of a business sale? Managed. Investment moves that need syncing with cash flow? Done. We’re the glue holding your financial team together, so nothing slips through the cracks.
What we do
As your wealth advisor, we believe your money should always be working harder than you are (and that’s saying something—we know how hard you work). Smarter investments? Yes. Tax savings? Absolutely. Strategies that feel like they were made with you in mind? That’s the only way we work. Whether it’s leveraging your business to fund retirement or finding the financial freedom to chase a new dream, we build plans designed to serve you now and for years to come. Our Halifax wealth management services cover everything from what you do with your daily cashflow, to setting up the investments to fund your retirement and grandchildren’s university funds.
Our Halifax wealth management services cover everything from what you do with your cashflow daily, to setting up the investments to fund your retirement and grandchildren’s university funds.
Insurance planning
Life doesn’t come with guarantees, but your financial future can. Sylvain Morin & Associates creates layers of protection—life insurance, critical illness insurance, and disability insurance—all designed to shield what matters most. As your financial planner, we build insurance safety nets aligned with your goals and lifestyle, providing peace of mind no matter what comes your way.
What our clients say
Sylvain has been our financial advisor for over 20 years. His solid advice and guidance regarding all aspects of our financial planning have given us the retirement comfort and security we wanted. Sylvain stays in touch with us throughout the year and is always available to answer our questions. We highly recommend Sylvain and his team to anyone looking for solid financial planning and advice.
- John and Darlene
Our personal investing and retirement planning knowledge were very limited when we first met with Sylvain. He has managed our retirement savings, TFSAs, and life insurance, and educated us throughout the whole process. Fifteen years ago, we were unsure if we were headed for a comfortable retirement, but with his guidance we have prospered, and both retired before 60. We are enjoying our travels and hobbies, with complete peace of mind.
- John and JoAnne
Sylvain was introduced to us late last year through a trusted contact following some uncertainty about our existing plan and advisor. We met, talked, learned and became very comfortable with his professional approach to our needs. We are in the pre-retirement period of our lives and learned that the advice we receive goes beyond simply making good investments. On meeting Sylvain, we became very well informed on the breadth and depth of planning available to ensure our readiness for a comfortable retirement. We made a good decision to work with Sylvain and would recommend him, his team and company to anyone planning to retire in the near future.
- R. and S.
Knowledgeable, professional, responsive and honest are a few of the adjectives that come to mind in relation to our financial advisor, Sylvain Morin. As important as those attributes are, the one characteristic that sets Sylvain apart is his genuine concern for our financial welfare and that we reach our goals. Definitely would recommend.
- Retired Lawyer / Retired Professor
At the first introduction to his team and of his practice, the commitment level to an enhanced financial planning process and the level of services they provide is immediately noticeable. The professionalism and the human element are the cornerstone of Sylvain's practice. This is evident by the genuine interest in each client's well-being both financially and personally. It is a pleasure to work with his team and clients.
- Regional Director – IG Wealth Management