Whether you’re jumping into the early stages of retirement planning or catching up later in life, every retiree’s concern is the same: Whether the financial blueprint they’ve created will be resilient enough to provide them with the lasting income they need to enjoy a rich financial future. For many, retirement will span 30 years or more, meaning a long stretch of life that can either be enjoyed to the fullest or leave you stuck in a situation where you’re spending your golden years stressed as you try to stretch your money to sustain your lifestyle.
At Halton Wealth Management, our mission extends beyond simply offering financial guidance to our clients. Our goal is to provide you with holistic financial management solutions. Our seasoned financial advisors create tailored retirement plan with your unique goals in mind, providing advice on income strategies, estate planning, and tangible goals that provide a retirement income so that your money works for you in your golden years and not the other way around.
We know retirement planning can be intimidating, so the experts here at Halton Wealth Management have created The Retirement Income Confidence Program™, designed to help you reclaim your peace of mind. This exclusive program provides each of our clients with an individualized retirement strategy crafted to plan for your retirement and confidently manage your finances throughout your golden years. Years of hands-on experience with a diverse clientele across Canada has culminated in this unique formula to provide the framework you need for a secure and confident financial future.
Every retirement looks different, so every retiree needs a unique plan that works for them.
Our founder, James P Gunn (we call him Jim), Financial Advisor since 1996 alongside his wife, Katarina, founded Halton Wealth Management in 2002. Over the years, we’ve developed a dynamic team, combining Jim’s wealth of financial experience and tough love approach with Katarina’s dedication to fostering a close-knit client community. As our team continues to grow, we stay committed to our foundational values, guaranteeing a cohesive approach that maintains the exceptional service our clients have relied on for years.
Learn more about Halton Wealth Management from Our Founder
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.
From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.