Halton Wealth Management
Halton Wealth Management, located in Burlington, ON, is dedicated to assisting clients in identifying and achieving their specific financial goals through comprehensive financial planning. Their approach involves collecting and analyzing relevant financial information to develop and implement detailed plans tailored to meet long-term aspirations.
As an independent firm, Halton Wealth Management provides a range of services, including investment management, tax planning, insurance, and estate planning, ensuring clients are on a secure path to financial stability. They are partnered with Aligned Capital Partners Inc., a full-service investment dealer, to enhance their clients' investment-related needs.
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