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    Customized Investment Solutions

    Explore how personalized financial planning can benefit you

Customized Investment Solutions in Burlington, Ontario

It’s time for you to take the future of your investments into your own hands.

It can be daunting to find out how much money you are spending on high and unfair fees. At Halton Wealth Management Investments, we will work closely with you to develop a long-term plan that benefits you. We are an independent firm, which means that we do not work with banks or brokerages and are not compensated by any commissions from your investments. Ultimately, our fees are based completely on the value of our services. So you are paying for exactly what you receive.

Wealth Management and Customized Investment Solutions in Halton

We'll review your current investment holdings and provide you with a detailed analysis.

We can accurately identify your current fee structure and find any opportunities to reduce fees. Our experts will work closely with you to develop and implement a new customized investment portfolio. This portfolio will utilize only select corporate bonds and conservative dividend paying stocks that have a history of growing their dividends. Your portfolio will also be easy to understand and completely transparent, to ensure that you are building wealth.

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Use this calculator to see what impact a 1% fee reduction will have on your portfolio over time.





Use this calculator to see what impact a 1% fee reduction will have on your portfolio over time.


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.


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 years 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 years 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.

Request a Free, No Obligation Consultation

Get started today by filling out the form below.

Office Hours

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

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