Owner / Investment Advisor - Ext. 1080
Don has been an Investment Advisor with Aligned Capital Partners (ACP) since 2012 and is licensed with IIROC. Don has over 25 years of experience in dealing with clientsí 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 Certified Investment Manager designation (CIM) in 2013. Don is also a Commissioner of Oaths as well as an IRS Certifying Agent.Don is actively involved in the community of Burlington supporting minor hockey, the Burlington Womenís Curling Club and the Dundas Lions Clubís Annual Ribfest. Don is also a key member in organizing the Beverly Charity Classic Golf Tournament.
Investment Advisor - Ext. 1030
Michael has been licensed as an Investment Advisor with the IIROC dealer Aligned Capital Partners Inc since January 2013. With 3 years of industry experience helping clients meet their financial goals and objectives, Michael has quickly adopted the client centric model of our office. Life licensed since June 2012, Michael has been able to use his knowledge of tax and estate planning to offer clients a comprehensive approach to their finances. Obtaining an honours Bachelor of Commerce degree from McMaster in 2011, Michael continues his on-going education, keeping up to date in the ever changing financial world. Outside of the office Michael enjoys going to his crossfit gym for his daily workout, heading up to the cottage in the summer and skiing during the winter.
Senior Estate Administrator - Ext. 1040
Executive Assistant - Ext. 1070
Tara has over 20 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.
Executive Administrator - Ext. 1010
Sandra has over 16 years experience in the financial sector.
She has been a member of Donís team since 2012 bringing with her extensive knowledge in the insurance & banking industries.
Sandra is a licensed insurance assistant who relates very well to Donís clients insurance and GIC needs. She has a good working knowledge of Estate Administration
Tax Administrator - Ext. 1050
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.