Services We Provide | Halton Financial Group
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Halton Financial Group will exceed your expectations

 
  
We offer value added service to all of our clients. Services we provide include:
  • One on one consultation - we assist you in determining your financial goals and objectives
  • Completion of tax returns inclusive of Individual, Corporate, Trust & Estate returns 
  • Review of your prior years tax returns to ensure that all available tax credits have been utilized
  • Assist Beneficiaries/Executors with all aspects of deceased's Estate, Terminal tax returns and Probate 
  • Provide & assist with applications for Old Age Security (OAS), Canada Pension Plan (CPP), CPP death benefits, as well as CPP survivor benefits for those who qualify
  • Investment account types include, but not limited to; Non-Registered, RRSP's, RESP's, LRSP's, RRIF's, LIF's, Group RSP's, Individual Pension Plans (IPP's) and Pension Transers 
  • Access to Canada Deposit Insurance Corporation (CDIC) insured trust companies and banks, offering the most competitive interest rates for guaranteed investment products available in Ontario
  • Place insurance coverage to suit your lifestyle needs