• Banner Estate Planning

    Estate Planning

    Feel confident in the future of your assets

Estate Planning with Halton Wealth Management Investments

The future is never certain.

That’s why it is crucial that you have a strategic plan in place for your estate. One that you are completely confident in and benefits both you and your family. At Halton Wealth Management Investments, we understand how truly important that can be. That’s why our experts are prepared to assist you with all of your estate planning requirements.

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Estate Planning in Burlington, Ontario

Together, we will review your current will and status of your power of attorney (POA).

We can help you understand what your current will and POA entails, and how it can be further improved. We will provide you with assistance planning a new will or POA, ensuring that your estate will be left according to your preferences. Our estate planning solutions are also available to multigeneration families. If you’re thinking about revising your will or POA, contact us today for a free, no obligation consultation. We can help you explore your options and ultimately feel confident in your estate plan.


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.