Halton Wealth Management
54Developing1001 Champlain Ave #300, Burlington, ON L7L 5Z4, Canada
- Home visits available
About
Halton Wealth Management is an independent financial planning firm in Burlington, Ontario with over 25 years of experience offering retirement income planning, estate planning, tax planning, and customized investment solutions to clients across Canada.
Senior Care Path Summary
Halton Wealth Management specializes in retirement income planning and comprehensive financial planning for serious investors. The founder, James P. Gunn, and his team offer home visits, Zoom calls, or phone meetings to understand your financial aspirations, create customized strategies to reduce fees and optimize tax efficiency, and provide ongoing portfolio monitoring and rebalancing.
The firm prioritizes lower-risk, dividend-paying stocks and corporate bonds with a history of consistent growth. They serve clients with investable assets exceeding $500,000 and maintain a fiduciary responsibility through registered portfolio managers. Transparent fee-for-service pricing and long-term relationships mean your advisor works in your best interest, with no commission-based selling.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning sustainable income in their golden years
- Serious investors over 50 seeking portfolio review and optimization
- Families planning estate transitions
- People concerned about fees, taxes, and portfolio risk
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
7 Google reviews
Most recent reviews
Vince Garisto
8 months ago · via Google
My wife Anne and I have been with Halton Wealth Management for just over two years and we are very pleased. Jim was recommended by a friend. We are happy that we moved our investments to HWM. Financial planning can be daunting and confusing at times. Jim makes investment and financial planning much easier to understand. He really takes the time to answer questions and also challenges us to grow our understanding on how markets work and what is happening with our portfolio. As we move closer to retirement, we know that financial planning is very important. We want to ensure that our children are going to be okay and also want to enjoy our golden years. We highly recommend Halton Wealth Management. Thank you Jim and Katarina for their excellent customer service, expertise and kindness. Sincerely, Vince
Syed Muzaffar
8 months ago · via Google
We’ve been clients of Jim Gunn at "Halton Wealth Management" for almost eight+ years, and we couldn’t be more pleased. When we switched to them, we were worried the RESPs accounts for our kids would fall short—based on our time & experience with another money manager. But, to our amazement, when our children were ready for university, we had more than enough. Jim’s strategy, discipline, and long-term vision made that possible. Over the years, Jim (and Katarina) have grown our portfolio beautifully. But what truly sets them apart is that they offer more than financial returns: they offer peace of mind. Jim’s insights into taxes, retirement planning, and life’s bigger financial decisions have helped us navigate many milestones. He listens, explains things clearly, and is always responsive-no question feels too small. What we value most: Honesty & integrity (Everything is transparent. Fees, risks, expectations-all clearly discussed). Personalization: They’ve never treated us like “just another account.” Our goals, our family, our values always matter. Reliability: Regular check-ins. Holistic approach: Jim doesn’t just manage money; he helps us plan life, estate, tax, retirement-you name it. If you want a financial advisor who cares about your life as much as your portfolio, who delivers both growth and peace of mind, Jim Gunn & his team are outstanding. Highly recommend!
Claudia Smith
9 months ago · via Google
I have been a client of Jim Gunn for many years, and I have to say that the guidance, patience and clarity have been phenomenal. As a retiree, I am able to enjoy the things I like to do, all because of the amazing growth in my portfolio. Thank you very much for all you do, Jim and Katarina! Claudia S. (Mississauga)
Summary of Google Reviews
Summarized by Senior Care Path from Halton Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Halton Wealth Management holds an excellent 4.9-star rating across 7 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
- A safe, reassuring environment
Most common concerns
- Some reviewers mention cost or added fees
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Registered Retirement Consultant (RRC)
- Certified Executor Advisor (CEA)
- Certified Professional Consultant on Aging (CPCA)
- Real Wealth Manager (RWM)
- Licensed Insurance Broker (LLQP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Registered Portfolio Manager (discretionary, fiduciary duty)
- Member, Financial Planning Association of Canada (FPAC)
- MoneySense Award-winning advisor
Languages Supported
- English
Frequently Asked Questions
What services does Halton Wealth Management offer?
Halton Wealth Management is a financial planning provider in Burlington, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
Does Halton Wealth Management offer home visits?
Yes. Halton Wealth Management indicates it offers home or mobile visits in the Burlington area, which can help if getting to a clinic is difficult. Confirm the travel area and any added fee when you book.
What languages does Halton Wealth Management speak?
Staff at Halton Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Halton Wealth Management?
You can call Halton Wealth Management directly, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Burlington. It is free, with no pressure.
Is Halton Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1001 Champlain Ave #300, Burlington, ON L7L 5Z4, Canada
Also serves
- Burlington
- Toronto
- Oakville
- Milton
- Mississauga
- Hamilton
- Ottawa