What We Do



Customized Investment Solutions

Customized
Investment Solutions

Based on a review and analysis of your current investment holdings, we can develop a new, customized portfolio for you. We will work with you to create an easy to understand and fully-transparent portfolio, dedicated solely to building your wealth.

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Asset Management

Asset
Management

Our services will continue long after your portfolio is developed. We continue to work with you, monitoring and re-balancing your portfolio to ensure maximum success. Our experts will also focus on tax efficiency, so we can find any hidden opportunities to reduce taxes.

MANAGE YOUR ASSETS
Financial Planning

Financial
Planning

Planning is the key to financial success. Your financial planner will work diligently to help you identify your goals and ultimately help you achieve them. We will analyze your current plan and make any necessary adjustments required for improvement.

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Retirement Income Planning

Retirement
Income Planning

You need to work with an advisor that specializes in retirement income planning. We will help you achieve a peace of mind, while never running out of money. We will develop a strategy to ensure predictable and sustainable income throughout your retirement.

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  • Our Mission
    • Our Mission

      Halton Wealth Management Investments is an independent wealth management firm, located in Burlington, Ontario. We work with serious investors who are motivated to achieve results by offering individually-customized tax efficient investment solutions. These solutions have consistently outperformed the markets*, offering less risk and lower cost than typical retail products, such as mutual funds and ETFs. The services provided by our independent financial advisory firm are available in Burlington, Oakville and surrounding areas throughout Southern Ontario. We can help you explore the many benefits of working with an independent financial planner. Especially one that has as much experience and diversity as we do.

      James P. Gunn | CFP, RRC, CPCA
      Founder & President

      MORE ABOUT US

    • halton wealth management jim
  • Our Mission

    Our Mission

    Halton Wealth Management Investments is an independent wealth management firm, located in Burlington, Ontario. We work with serious investors who are motivated to achieve results by offering individually-customized tax efficient investment solutions. These solutions have consistently outperformed the markets*, offering less risk and lower cost than typical retail products, such as mutual funds and ETFs. The services provided by our independent financial advisory firm are available in Burlington, Oakville and surrounding areas throughout Southern Ontario. We can help you explore the many benefits of working with an independent financial planner. Especially one that has as much experience and diversity as we do.

    James P. Gunn | CFP, RRC, CPCA
    Founder & President

    MORE ABOUT US

    halton wealth management jim

Our Core Values

We strongly believe that your investments should reflect your interests, ambitions, comfort level, and future. That’s why we do things differently.



Honesty

Honesty

We provide each of our clients with quality advice that is consistent, independent and unbiased.

Wisdom

Wisdom

You can benefit from knowledge obtained over decades of experience, specialized training and client relations.

Motivation

Motivation

We are committed to helping our clients identify their personal long-term financial goals and remain focused for years to come.

Our Core Values

We strongly believe that your investments should reflect your interests, ambitions, comfort level, and future. That’s why we do things differently.


Honesty

Honesty

We provide each of our clients with quality advice that is consistent, independent and unbiased.

Wisdom

Wisdom

You can benefit from knowledge obtained over decades of experience, specialized training and client relations.

Motivation

Motivation

We are committed to helping our clients identify their personal long-term financial goals and remain focused for years to come.

Our Services

Providing smart solutions for investors.


Our Services

Providing smart solutions for investors. Scroll through to view all of our services.


Our Investment Process

Discovery

Discovery

We will review your financial standing and determine your plans for the future. We will provide an in-depth review of your current investment holdings and present you with a complete analysis. You will be provided with a complete solution that can reduce fees based on your current fee structure and maximize your long-term investment.

Proposal

Proposal

Our experts will provide you with a comprehensive plan for your investments. We will present you with a new, customized investment portfolio, utilizing only dividend paying stocks that have a history for regularly growing their dividends and corporate bonds.

Implementation

Implementation

We will work hard to ensure that your money grows. Our experts maintain a close and personal relationship with each of our clients. You can feel confident knowing that you will meet with the same financial advisor every time. All of our solutions are completely transparent.

Monitoring

Monitoring

Our services do not end once your portfolio has been created. Our asset management services will provide ongoing monitoring and rebalancing for your portfolio. Your financial advisor will regularly review your plan and make any necessary adjustments. We are committed to keeping you focused on your long-term financial goals.


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Three Secrets to A Successful Retirement

It is extremely important that you plan for retirement. We understand that it can be an exciting, yet overwhelming process. One of the biggest concerns that current or soon-to-be retirees have is that their money will somehow run out. That is why our experts are here. We can help you feel confident in your years of careful planning and allocation of finances. You’re planning for a successful retirement, and we want you to enjoy it.


Consistent market outperformance

Consistent market outperformance

A customized solution can help your money grow based on your goals and financial status.

Lower Fees

Lower
Fees

Reducing your fees can help you save money and increase the value of your returns.

Less Risk

Less
Risk

An investment portfolio with lower risk can achieve more superior, long-term results.


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Focus on Your Success

With Halton Wealth Management Investments, you will know exactly what you’re getting when you invest. To learn more, watch these introductory videos. You can learn about everything from tax planning to portfolio composition, and more. To see what impact a 1% fee reduction will have on your portfolio, use the calculator below.



    • Fee Calculator

      The fees that you pay for investment management and advice can add up quickly. Overpaying can significantly reduce the value of your portfolio over time. Our fees are extremely competitive, fully-transparent, and negotiable. Use our online fee calculator tool and see how much you could be saving.

      START CALCULATING


    • WELCOME TO HALTON WEALTH MANAGEMENT INVESTMENTS

      Halton Wealth Management Investments is an independent wealth management firm. We offer cost-effective solutions that common retail products, such as mutual funds and ETFs cannot. Each of our clients can benefit from elite and customized solutions that offer them maximum results based on their personal goals and financial status.

      READ MORE


    • TAX PLANNING

      Taxation can be complicated. With our help, you do not have to do it alone. Our experts are here to help reduce your taxes through customized reduction strategies. Keep reading or contact us today to learn more about how you can benefit from our personalized solutions.

      LEARN MORE

 

WHY OUR CLIENTS TRUST HALTON WEALTH MANAGEMENT INVESTMENTS

  • Over the past 10 years Jim and Katarina have earned my trust, respect and friendship through their detailed personal service and integrity. I look forward to continued outstanding performance from my portfolio as a result of their superior professionalism.

    Over the past 10 years Jim and Katarina have earned my trust, respect and friendship through their detailed personal service and integrity. I look forward to continued outstanding performance from my portfolio as a result of their superior professionalism.

    ‐ Steven G., Bolton, ON

  • I’ve been a client for several years. What I really appreciate is that everything is always explained in detail and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

    I’ve been a client for several years. What I really appreciate is that everything is always explained in detail and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

    ‐ Christina G., Toronto, ON

  • Jim Gunn has managed my investments honestly and wisely for over 20 years. Jim is easy to talk with and offers great advice. I am always impressed with his yearly visits to ensure I understand how my finances are being invested. I would gladly recommend Jim’s service to anyone.

    Jim Gunn has managed my investments honestly and wisely for over 20 years. Jim is easy to talk with and offers great advice. I am always impressed with his yearly visits to ensure I understand how my finances are being invested. I would gladly recommend Jim’s service to anyone.

    ‐ Helen P., Barrie, ON

  • I have been working with Jim Gunn for the past twenty years. Jim is a knowledgeable and professional financial advisor, who keeps himself current with the market and the investment industry. Jim provides personal service on a regular basis that is reliable, honest, and ethical; he will always take the time needed to fully explain financial options and answer any questions.

    I have been working with Jim Gunn for the past twenty years. Jim is a knowledgeable and professional financial advisor, who keeps himself current with the market and the investment industry. Jim provides personal service on a regular basis that is reliable, honest, and ethical; he will always take the time needed to fully explain financial options and answer any questions.

    ‐ G.R., Burlington, ON

  • I have been a satisfied client of Halton Wealth Management since 2002. I moved from the US back to Canada and needed to find an investment adviser I could trust. Jim's comprehensive knowledge, willingness to explain and answer questions, and attention to my needs as a new investor made all the difference. Since then I have been very satisfied with his professional guidance.

    I have been a satisfied client of Halton Wealth Management since 2002. I moved from the US back to Canada and needed to find an investment adviser I could trust. Jim's comprehensive knowledge, willingness to explain and answer questions, and attention to my needs as a new investor made all the difference. Since then I have been very satisfied with his professional guidance.

    ‐ Debra W., Toronto, ON

 

WHY OUR CLIENTS TRUST HALTON WEALTH MANAGEMENT INVESTMENTS

  • Over the past 10 years Jim and Katarina have earned my trust, respect and friendship through their detailed personal service and integrity. I look forward to continued outstanding performance from my portfolio as a result of their superior professionalism.

    Over the past 10 years Jim and Katarina have earned my trust, respect and friendship through their detailed personal service and integrity. I look forward to continued outstanding performance from my portfolio as a result of their superior professionalism.

    ‐ Steven G., Bolton, ON

  • I’ve been a client for several years. What I really appreciate is that everything is always explained in detail and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

    I’ve been a client for several years. What I really appreciate is that everything is always explained in detail and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me. Who could ask for anything more?

    ‐ Christina G., Toronto, ON

  • Jim Gunn has managed my investments honestly and wisely for over 20 years. Jim is easy to talk with and offers great advice. I am always impressed with his yearly visits to ensure I understand how my finances are being invested. I would gladly recommend Jim’s service to anyone.

    Jim Gunn has managed my investments honestly and wisely for over 20 years. Jim is easy to talk with and offers great advice. I am always impressed with his yearly visits to ensure I understand how my finances are being invested. I would gladly recommend Jim’s service to anyone.

    ‐ Helen P., Barrie, ON

  • I have been working with Jim Gunn for the past twenty years. Jim is a knowledgeable and professional financial advisor, who keeps himself current with the market and the investment industry. Jim provides personal service on a regular basis that is reliable, honest, and ethical; he will always take the time needed to fully explain financial options and answer any questions.

    I have been working with Jim Gunn for the past twenty years. Jim is a knowledgeable and professional financial advisor, who keeps himself current with the market and the investment industry. Jim provides personal service on a regular basis that is reliable, honest, and ethical; he will always take the time needed to fully explain financial options and answer any questions.

    ‐ G.R., Burlington, ON

  • I have been a satisfied client of Halton Wealth Management since 2002. I moved from the US back to Canada and needed to find an investment adviser I could trust. Jim's comprehensive knowledge, willingness to explain and answer questions, and attention to my needs as a new investor made all the difference. Since then I have been very satisfied with his professional guidance.

    I have been a satisfied client of Halton Wealth Management since 2002. I moved from the US back to Canada and needed to find an investment adviser I could trust. Jim's comprehensive knowledge, willingness to explain and answer questions, and attention to my needs as a new investor made all the difference. Since then I have been very satisfied with his professional guidance.

    ‐ Debra W., Toronto, ON

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Office Hours

Monday - Friday
9:00 am - 5:00 pm

Evening Appointments Available: Meetings available at place that is convenient for you.