Evening appointments available. Meetings available at a place that is convenient for you.
Halton Wealth Management Investments
1001 Champlain Avenue (300)
BURLINGTON, ON L7L 5Z4
289-291-1212
877-486-6237
haltonwealthmanagement.com
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BURLINGTON, ON L7L 5Z4
289-291-1212
877-486-6237
haltonwealthmanagement.com
Profile
Halton Wealth Management Investments is an independent investment, insurance and financial planning firm. We pride ourselves in providing superior custom solutions and innovative products, generally not available at most firms.
We work with serious investors providing them with unique, cost effective customized solutions to meet their individual needs. Our clients benefit from reduced risk, lower fees and tax efficiency leaving them with predictable and sustainable results. Most clients save thousands on fees annually.
Our competitive fee-based services allow us to make all investment fees fully transparent. The amount you pay is tied to the success of your portfolio.
Opening Hours
| Monday: | 9:00am - 5:00pm |
|---|---|
| Tuesday: | 9:00am - 5:00pm |
| Wednesday: | 9:00am - 5:00pm |
| Thursday: | 9:00am - 5:00pm |
| Friday: | 9:00am - 5:00pm |
| Saturday: | Closed |
| Sunday: | Closed |
Categories
Keywords
financial advisor wealth management services individually customized investment solutions independent advice fair and fully transparent fee-based service benefits of greater tax efficiency
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