“Expert Advice and Proven Results. 5 Stars.”
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.
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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.
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.
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.
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.
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
“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
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.
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.
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.
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.
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.
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.”
“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.”
“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.”
“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?”
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
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.
When deciding whether to hire a wealth advisor, it’s important to ask yourself these questions:
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.
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.
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.
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.
From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.
