Based on a review and analysis of your current 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.
START INVESTINGOur 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 ASSETSPlanning 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.
LEARN HOWYou 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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Halton Wealth Management is an independent wealth management firm based in Burlington, Ontario servicing clients throughout southern Ontario, such as Oakville, Milton, Mississauga, Toronto, and surrounding areas.
We work with serious investors who are motivated to achieve results by offering individually personalized tax efficient investment solutions. Our solutions have consistently outperformed the markets*, offering less risk and lower cost than typical retail products. Our independence allows our clients to benefit from the unique approach that we can offer. We provide financial planning advice and create financial solutions for clients focussed on addressing all their personal and business financial and insurance needs.
James P. Gunn | CFP, RRC, CEA, CPCA, RWM
Founder & President
Halton Wealth Management is an independent wealth management firm based in Burlington, Ontario servicing clients throughout southern Ontario, such as Oakville, Milton, Mississauga, Toronto, and surrounding areas.
We work with serious investors who are motivated to achieve results by offering individually personalized tax efficient investment solutions. Our solutions have consistently outperformed the markets*, offering less risk and lower cost than typical retail products. Our independence allows our clients to benefit from the unique approach that we can offer. We provide financial planning advice and create financial solutions for clients focussed on addressing all their personal and business financial and insurance needs.
James P. Gunn | CFP, RRC, CEA, CPCA, RWM
Founder & President
We strongly believe that your investments should reflect your interests, ambitions, comfort level, and future. That’s why we do things differently.
We provide each of our clients with quality advice that is consistent, independent and unbiased.
You can benefit from knowledge obtained over decades of experience, specialized training and client relations.
We are committed to helping our clients identify their personal long-term financial goals and remain focused for years to come.
We strongly believe that your investments should reflect your interests, ambitions, comfort level, and future. That’s why we do things differently.
We provide each of our clients with quality advice that is consistent, independent and unbiased.
You can benefit from knowledge obtained over decades of experience, specialized training and client relations.
We are committed to helping our clients identify their personal long-term financial goals and remain focused for years to come.
Providing smart solutions for investors. Scroll through to view all of our services.
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.
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.
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.
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.
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.
A customized solution can help your money grow based on your goals and financial status.
Reducing your fees can help you save money and increase the value of your returns.
An investment portfolio with lower risk can achieve more superior, long-term results.
With Halton Wealth Management, 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.
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.
Halton Wealth Management 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.
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.
Monday - Friday
9:00 am - 5:00 pm
Evening Appointments Available: Meetings available at place that is convenient for you.
