Wealth Management

Wealth Management Services at Halton Wealth

Investment Advisors shaping your financial future.

Enjoy the lasting benefits of partnering with our experienced team of investment advisors serving clients in Burlington and beyond with a tailored approach to financial management.

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Halton Wealth Management values your long-term financial well-being. We’re not just advisors; we’re your trusted family, dedicated to your financial success for years to come. Our comprehensive wealth management keeps your finances in shape while our continuous support and guidance ensure you’re on track to hit your financial milestones.

Discover the full suite of resources crafted exclusively for private wealth clients at Halton Wealth Management, from specialized estate planning to financial management solutions and retirement planning that will provide you with a steady income for your golden years. Explore our vast offerings or request a meeting with an advisor today.

We empower you to make informed decisions to secure a richer financial future by continuously monitoring your investments, providing transparent reporting, and relentlessly looking for tax-saving opportunities. By minimizing fees and taxes, we open up more avenues for your investments to flourish. As we keep watch over your investments, you can rest easy knowing you have a robust financial future to look forward to. Through it all, we’ll keep you updated on your portfolio’s standing and trajectory so you have confidence and a sense of security in how your money is growing.

We provide management solutions to ensure you reach your full wealth potential.

Asset Management

Protect and grow your wealth through our personalized portfolio creation and proven risk management strategies that keep your money safe as it grows to work for you.

Current and Future Planning

Protect and grow your assets through our personalized portfolio creation and proven risk management strategies that take into account the plans you have now, as well as the goals you have for your financial legacy.

Maximizing Value, Minimizing Risk

We make every dollar work for you, unlocking the full potential of your wealth with strategic asset management that ensures your assets are a powerful tool, always in sync with your unique and intentional financial strategy.

We’ve been stewarding your financial success for over 25 years.

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

Our Values

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

Honesty

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.

Wisdom

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.

Motivation

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.

Custom Solutions, Tailored To Your Needs

Tap into our custom solutions tailored precisely to your needs and plans for the future. Our strategic approach to investment planning includes risk management and personalized portfolios for your unique financial goals.

Build a Financial Legacy

Our strategy covers a diverse range of investment options, and we provide you with a wide range of opportunities to diversify your portfolio that caters to your specific goals. Our approach is rooted in long-term vision, but we remain flexible to seize short-term opportunities as we are not tied to traditional firm requirements, commission-based selling, or sales quotas. We work independently, allowing us to provide you with a more transparent view of your financial journey and answer your questions with honesty and integrity.

Managing your assets is about more than numbers, and we are passionate about helping your assets align with your desired lifestyle. We pay close attention to our clients, listening closely and carefully to help inform the recommendations we make. Our client bonds are rooted in trust, fostering lasting connections.

Long-Term Plans with Transparency and Trust

Investing your hard-earned savings demands the highest level of trust and accountability. As one of Canada’s most trusted independent firms, we prioritize aligning our interests with yours. Transparency and honesty are at the heart of every decision we make, and we communicate with each client clearly and openly, ensuring your informed participation in every pivotal decision.

Steady Financial Progress for Driven Investors

We partner with a diverse array of clients – typically accomplished, mature, and established individuals. They’ve diligently built their wealth and are focused on devising an intelligent financial plan to preserve and sensibly grow their assets, prioritizing stability over unnecessary risks. Many of our clients aim to leverage their investments to create a lasting legacy. We are proud to help them achieve that goal, allowing them to give back to their communities and make a difference for the next generation.

At Halton Wealth Management, we provide strategies adapted to your goals, crafting solutions for your present and future financial goals to maximize your money’s potential. As an independent firm, transparency drives our communication, paving the way to a clear financial path our clients can trust will align their assets with their desired lifestyle. From business owners to those seeking a rich financial future, our diverse clientele trusts us because we focus on stability, growth, and lasting connections. We can’t wait to create the same for you, too.

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.  

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