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"The role of a Financial Advisor is to help clients identify and obtain specific financial goals and objectives."

"Financial Planning is the process of meeting your goals through proper management of your financial resources."
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Staff Profiles

Don Flack

 

 

DONALD FLACK CFP, CLU, CH.F.C, FCSI, CIM  

Ext. 1080
Owner - HFG

Investment Advisor/Portfolio Manager - ACPI 

  

   
Don has been an Investment Advisor with Aligned Capital Partners (ACP) since 2012 and is licensed with IIROC. Don has over 35 years of experience in dealing with clients' financial planning needs. Don specializes in investments through ACP but also has extensive tax, insurance and estate planning knowledge which has been the cornerstone of Halton Financial Group for many years.  Don earned his Chartered Life Underwriter (CLU) designation in 1995, Chartered Financial Consultant (C.H.FC) designation in 1997, Certified Financial Planner (CFP) in 1997, Fellow of the Canadian Securities Institute (FCSI) in 2012 and Chartered Investment Manager designation (CIM) in 2013.  Don is also a Commissioner of Oaths as well as an IRS Certifying Agent. Don offers securities products through ACPI.

Don is actively involved in the community of Burlington supporting minor hockey, the Burlington Women's Curling Club and the Dundas Lions Club's Annual Ribfest. Don is also a key member in organizing the Beverly Charity Classic Golf Tournament.  

  

                                                                            Brendan Enright Ext. 1040
                                                                                     Investment Advisor/Portfolio Manager - ACPI

 

Gloria Tong

 

 

 

  

GLORIA TONG   Ext. 1040
Senior Estate Administrator  

 

  

Gloria has over 45 years of experience in the insurance and investment industry, 25 with an insurance company and over 20 working with Don and his clients. As she winds down to retirement, we are currently only graced with her knowledge twice a month. She continues to have a great rapport with all of Don's clients and staff.  

 

Tara Allen

 

 

 

TARA ALLEN   Ext.  1070 
Executive Assistant 

 

 

Tara has over 25 years experience in the financial industry. Since 2004 she has worked as Don's Administrative Assistant having ten years experience with another advisor prior to coming on board.Tara is knowledgeable about the financial industry and tax regulations and also has an excellent relationship with Don's clientele.

 

SANDRA JARVIS

 

 

 

SANDRA JARVIS   Ext. 1010
Executive Administrator

 

 

 Sandra has over 20 years experience in the financial sector. She has been a member of Don's team since 2012 bringing with her extensive knowledge in the insurance & banking industries. Sandra is a licensed insurance assistant who relates very well to Don's clients insurance and GIC needs. She handles all Estate Administration.

 

Gord Flack

 

 

  

GORD FLACK   Ext. 1050
Tax Administrator 

 

   

Gord is our resident tax preparer. Gord started full time with Halton Financial in 2012 having worked part time over the tax season with Don for several years prior. His tax base knowledge continues to grow which enables him to prepare & file individual client taxes, client business taxes, US returns and Estate returns. 

                                                                           Tina Oglesby   Ext. 1030
                                                                                    Executive Administrator

Tina has over 5 years in the financial industry and has worked closely with pensions and administering the transition from retirement and brings that asset to our team. While handling the day to day processing and follow up support she will assist in delivering excellent client service. Prior to working in the financial industry Tina worked for 10 years in the healthcare sector which provided her with the experience to relate to people and build meaningful relationships.