"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."
Halton Financial Group Principal Advisors

Staff Profiles

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 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 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 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. 


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

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


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 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 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.