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, TFSA's, RESP's, RDSP's, RRSP's,LRSP's, RRIF's, LIF's, Group RSP's, Individual Pension Plans (IPP's) and Pension Transfers 
  • 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
All security related products are provided by Aligned Capital Partners Inc. (ACPI) For more information regarding our dealer, please visit the Aligned Capital Partners Inc website. ACPI Privacy Policy.