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Halton Wealth Management Financial Advisors

Financial Advisors For Your Richer Life

Rooted in Burlington, our advisors provide services to people nationwide- because a richer life knows no boundaries. At Halton Wealth Management, your financial planner is dedicated to understanding your aspirations and delivering customized investment planning that aligns perfectly with your needs and goals.

20+ Years

our average
client has been
with us


Our clients refer their friends and family to us


Years of Experience

Certified by

What We Offer

Financial Planning

Failing to plan is planning to fail, and that’s why our financial planners are dedicated to creating a plan to help you succeed. After conducting a comprehensive analysis of your current assets and plans, Halton Wealth Management offers clear guidance and actionable steps to turn your future dreams into reality while addressing your current needs.

Customized Investment Solutions

Your financial future is too important for a one-size-fits-all approach. That’s why our wealth management team carefully reviews your current holdings to provide a strategy for your portfolio tailored specifically to you and your financial goals.

Wealth Management

Creating a portfolio is just the beginning of a lasting relationship. Our team cares for each client, actively monitoring and rebalancing assets. Additionally, our tax experts routinely review your portfolio to minimize liabilities with your taxes and uncover hidden opportunities to maximize your future wealth.

Retirement Income Planning

Plan for your retirement with an advisor specializing in a stress-free future. Halton Wealth Management excels in creating a predictable and sustainable income, ensuring your wealth never runs out during your long and prosperous retirement years.

Who We Are

Learn more about Halton Wealth Management from our founder

With over 25 years of experience, our independent firm situated in Burlington and serving clients nationwide places a premium on earning your trust. Whether you prefer a home visit, Zoom chat or phone call, Halton Wealth Management is here for you to provide the assurance of seasoned expertise. Our focus is on serious investors motivated to achieve outstanding results, providing an experience where you are part of the family, not just a number on a spreadsheet. You can expect a one-on-one experience that includes transparent fees and a fully customized portfolio. Because our success is built on honesty, experience, and determination, we will always provide people in Burlington and across Canada with consistent, tax-efficient, and transparent solutions for your financial needs.

James P. Gunn | CFP, RRC, CEA, CPCA, RWM

Founder & President

You Can Trust Halton Wealth Management

Every client is #1

“Jim Gunn has managed my investments honestly and wisely for over 25 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, Ontario

Our Process


The first step to a successful financial future is knowing where you stand. That’s why we start our process with an in-depth review of your current financial standing and a discussion about your future plans so that our team can present you with a complete analysis and a customized solution that reduces fees and optimizes long-term investments for your financial success.



Once we have a complete picture of your current standings and financial needs, our investment planning pros will present a tailored portfolio that features dividend-paying stocks with a history of consistent dividend growth and strategically chosen corporate bonds. 



At Halton Wealth Management, we work diligently to ensure your money grows.  Our personal connections with each client provide the confidence that only comes from knowing someone on a first-name basis. No matter the solutions in your unique portfolio, you can count on us for complete transparency, clarity, and top-tier relationships.



Once your portfolio has been created, our work has just begun. Our wealth management services include continuously monitoring and rebalancing your assets, fostering growth for your financial goals and current needs. Your financial advisor consistently reviews your investments and objectives, making necessary adjustments to ensure transparent, secure growth. Our team thrives on honesty, keeping you informed of any changes, and making adjustments to bring your plans for the future to fruition.


The Three Secrets to a Successful Retirement

When it comes to retirement, failing to plan is planning to fail. At Halton Wealth Management, we understand that preparing for retirement can be both thrilling and overwhelming. A primary concern for those nearing retirement is that their financial resources may run out too quickly. That’s where our experts step in. Employing our comprehensive three-pronged approach to prepare you for retirement, we meticulously plan for a consistent allocation of finances, allowing you to embrace a rich life with the confidence that your assets will flourish as you age, ensuring a lifetime of financial well-being.

Consistent Market Outperformance

Halton Wealth Management prioritizes your retirement peace of mind. In our retirement planning, we specifically opt for dividend-paying stocks with a proven history of success. This deliberate choice ensures that your financial future is not exposed to unnecessary risk in an unsteady portfolio, allowing you to relax knowing your retirement is in capable hands.

Lower Fees

Hidden fees that a fluctuating portfolio struggles to cover are a thing of the past when you partner with us for your retirement planning. Our success is intertwined with yours because we only make money when you do. We carefully review your current costs, openly disclosing exactly what you're paying. Additionally, we guide you in uncovering ways to make some or all of your fees tax deductible. We charge you less, allowing you to keep more of your money for a richer life.

Less Risk

We stand out by carefully choosing stocks with a track record of success, providing you with less risk and more reward. In your golden years, the last thing you need to worry about is a risky investment jeopardizing your retirement income. Our approach to crafting a less risky portfolio ensures our clients' financial goals will be met, and their money will age beautifully alongside them.

Our Values

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


At Halton Wealth Management, honesty is our cornerstone. Our wealth advisors are committed to offering unwavering, unbiased guidance aligned with your financial goals. Trust us to prioritize your financial success—because we answer to you, not some suit in the sky. So, you can count on us to provide the tough love you need for impactful results.


When you partner with us, you unlock the knowledge we’ve accumulated over decades in financial services. We bring a robust bank of knowledge to the table, ensuring you benefit from the unique blend of expertise and personalized insights tailored to you.


With a focus on long-term solutions, our commitment to you is unwavering. We build relationships with our clients to ensure they consistently succeed in their financial pursuits; because our success is tied directly to yours, we are motivated to help you achieve your financial goals and grow your wealth.


Discover the impact of Halton Wealth Management through testimonials of satisfied clients. Their stories showcase the success of our personalized and secure wealth management services. Explore how we can guide you toward a richer and more secure future.

“Expert Advice and Proven Results. 5 Stars.”

- Carl Messenger-Lehmann

“I have been a client of Jim and Katarina Gunn for many years.  They are very patient, knowledgeable, and professional.  Also, they are always ready to help in a timely fashion.  I highly recommend them.”

- Claudia Smith

“I have been a client for 10 years with Jim and find his expertise very helpful. The information he gives is geared totally to the individual and their situation. Any questions or concerns that I may have are handled in a timely fashion. I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today’s economy and how it affects his clients. I really don’t think I could ask for a more honest or sincere advisor to be handling my portfolio.”

- Anne Marie Dennis

“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 Gunn

Just a Few Of The Cities We Operate In


Nestled against the scenic backdrop of Lake Ontario, our office in Burlington serves as the heart of our commitment to personalized and secure wealth management, ensuring you embark on a journey to a more prosperous life with confidence.

(289) 291-1212


Navigate the bustling financial landscape of Toronto with your partners at Halton Wealth Management. From retirement strategy and mortgage options to planning for taxes and managing your wealth estate, our team has the information you need.


From the shores of Lake Ontario to the vibrant streets of Oakville, Halton Wealth Management extends its commitment to customized estate planning and wealth management.


Embrace financial well-being in the charming town of Milton, where we guide residents through tax planning and financial services to lead them toward their financial dreams effortlessly.


We are proud to bring a personalized touch to wealth management in Mississauga, guiding residents along their unique path toward a more prosperous life.


As Steel City thrives, so does our commitment to secure investment planning for people from every walk of life. Connecting with the community of Hamilton allows us to help its residents navigate their financial journeys with confidence and clarity.


Serving clients in our nation’s capital allows us to guide Canadians near and far toward the products and services they need for a secure and joyful financial future.

Frequently Asked Questions

What does the term “Independent Financial Advisor” mean?

Unlike advisors in larger firms, independent financial advisors operate autonomously, delivering quality financial advice. Certified financial planners (CFPs) with comprehensive certifications can work independently, ensuring high-quality services. Working independently frees them from firm production requirements, commission-based selling, and sales quotas, providing a more transparent view of your financial journey.

Do I really need a financial advisor or wealth manager?

When deciding whether to hire a wealth advisor, it’s important to ask yourself these questions:

  • Do you have the time and desire to sift through an abundance of information and opportunities to make the best choices for your financial future?
  • Can you understand how each opportunity applies to your situation, effortlessly discerning what will benefit you and what to avoid?
  • Are you receiving conflicting advice? Do you know how to differentiate between what information applies to you and what does not?
  • Are you up to ensuring you’re up to date with investment products, estate laws, and tax changes?


If the answer to any of these is no, it’s time to hire a trustworthy financial planner to take care of the above and more. We provide objective and independent advice to help you stay aligned with your goals so you know you’re always on the right path.

How do I know if Halton Wealth Management is the right choice for my wealth management?

For a successful partnership, you need more than just a knowledgeable advisor. Handling personal finances demands a comfortable and transparent relationship. We go beyond the numbers to understand your hopes, dreams, fears, insecurities, and family dynamics. We respect your values and take the time to get to know what matters most to you so that we can craft a plan to help you achieve your unique goals. Our primary focus is what is in your best interest, and just like family, sometimes that means we’ll have to deliver uncomfortable truths, but we always do it to help you achieve your plans for the future. Our transparency is important to the relationships we have with our clients, and that’s why we back our client relationships with clear written agreements to avoid any confusion or misunderstandings.

What type of clients do you work with?

Halton Wealth Management partners with committed investors looking for consistent improvement in tax-efficient returns, resulting in predictable and sustainable results. Our clients hold investable assets exceeding $500,000, demonstrating a commitment to building a secure retirement. If you’re serious about securing a prosperous financial future, we’re here to help you achieve your goals.

What is your investment strategy?

Our approach at Halton Wealth Management is personalized for each client and grounded in our conservative investment philosophy. We prioritize greater reward through lower risk and exclusively choose income-generating blue-chip value investments that consistently outperform the market. Each client receives a customized portfolio blending corporate bonds and dividend-paying stocks with a proven history of consistent growth, ensuring they achieve the rich future they’ve been striving for.

How exactly are you compensated?

Transparency is a core value at Halton Wealth Management. We share our compensation details upfront, ensuring you have all the information you need to make informed decisions. As the client, you have the authority to decide what best aligns with your needs. Our Fee-for-Service Platform establishes a partnership where our interests align with yours. Additionally, we can help you decipher whether we can help you save on your taxes, as your fees may be tax-deductible in specific situations, adding another layer of value to our transparent and client-centric approach.

What makes you different from other banks and advisors?

Beginning with our initial meeting, we take the time to understand your needs and goals, uncovering what matters most to you and your future. Once we comprehend your financial starting point and destination, we guide you in understanding how your current situation aligns with your plans. We educate you on investment options tailored to your specific needs. Our support doesn’t stop after your first investment; once you partner with Halton WealthManagement, you’re part of our family of financial success stories. Expect regular check-ins to ensure you’re on the right path toward your goals, along with updates on your investment performance.

What are your fees?

Clear communication is a core aspect of who we are at Halton Wealth Management, so partnering with us, you’ll always know upfront the fees you’ll pay and the value you’ll receive. Fees for each client are negotiated based on portfolio size and individual requirements. Additionally, our compensation is unrelated to any commission from investment product sales, ensuring fair payment for the genuine advice and service you receive from us.

Are you available after business hours?

Absolutely. We understand the importance of flexibility to meet your unique needs and situation. Choose from various meeting options, whether it’s a Zoom call, a coffee meetup at your favorite spot, a visit to an advisor in Burlington at our home office, or having us come to your home. Our commitment is to make it convenient for you to meet wherever you feel most comfortable.

How can I be sure my financial advisor is unbiased?

Assessing the objectivity of an independent financial advisor can be challenging. That’s why it’s essential to have the foundation of an open relationship so that you feel free to ask questions. Ask why they suggest specific products and how they benefit your financial goals. Trust is essential, and asking these questions ensures mutual understanding and keeps you informed.

What are your credentials? Do you have a fiduciary responsibility?

  1. CFP – Certified Financial Planner: The most widely recognized financial planning designation in Canada and worldwide. The CFP designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their client’s interests ahead of their own.
  2. RRC – Registered Retirement Consultant: The Registered Retirement Consultant Designation holder has an advanced understanding of financial planning concepts and strategies with a specialization in retirement and estate planning.
  3. CEA – Certified Executor Advisor: The Certified Executor Advisor designation provides the knowledge required to engage with executors and those responsible for successful estate settlement.
  4. CPCA – Certified Professional Consultant on Aging: To earn this designation, individuals must demonstrate a solid understanding of the health, social, and financial aspects of aging.
  5. RWM – Real Wealth Manager: Advisors authorized to use the RWM designation have a deep and broad understanding of behavioral and financial skills required to manage family wealth over several generations. They develop a strategy and follow a process to manage intergenerational wealth.
  6. LLQP – Licensed Insurance Broker: Insurance brokers are independent insurance professionals. They offer product choices from a variety of companies and offer independent advice, always representing their client’s best interests.


Registered Portfolio Managers (PM) manage all our clients’ investments on a discretionary basis, with a fiduciary duty to the clients. That means our portfolio managers have a fiduciary duty to act with care, honesty, and good faith, always in the best interest of their clients. Investment decisions, therefore, must be independent and free of bias. This results in a higher level of trust placed in portfolio managers.

As fiduciaries, securities regulation requires the highest level of education and experience in the investment industry.

How do I get started?

Ready to enjoy your rich future? Contact us at (289) 291-1212 or 1-877-486-6237.

Not sure where to start? Fill out the form on our free consultation page to request your free, no-obligation consultation to take the first steps towards a successful financial future.

Learn About Wealth Management

Knowledge is power, and we’re here to empower you every step of the way. Looking for more information on something specific? Check out our blog for answers, along with financial tips and guidance. Can’t find what you’re looking for? Send us an email or give us a call; we’re always happy to help.

Ready to take control of your financial future? 

From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.