White Roman Financial Planning Group

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. Generated from the website

North Shore Wealth Management, established in 2005, is a rapidly growing financial services firm located in Burlington, Ontario. The company prides itself on its independent, personable, and well-educated advisors who work closely with clients to tailor financial decisions to their individual needs. Offering a comprehensive range of investment products, including stocks, bonds, options, ETFs, mutual funds, and insurance solutions, North Shore Wealth Management is committed to helping clients make informed and confident choices for their financial future. The firm has built its reputation on strong client and partner referrals, emphasizing a partnership approach to wealth management. Generated from the website

Sabatini Financial IPC Scrty is a financial services firm located in Burlington, Ontario, specializing in investment and financial planning solutions. The company aims to provide tailored strategies to meet the diverse needs of its clients. With a focus on security and client support, Sabatini Financial IPC Scrty is committed to guiding individuals and businesses through their financial journeys. Their expertise in the financial sector positions them as a reliable partner for achieving financial goals. Generated from the website