3 Best Financial Services in Burlington, ON

“Richard Sales is an Executive Financial Consultant and the Lead Consultant of R Sales & Associates Private Wealth Management. He is an experienced financial professional with over 25 years of experience in the business. He brings extensive knowledge and experience in advanced financial planning and lending. More importantly, Richard’s reputation has been elevated due to his hard work, trustworthiness, and loyalty. Richard and his team can adapt to all generations and serve each client above and beyond their expectations. He holds designations as a CERTIFIED FINANCIAL PLANNER ®, Certified Life Underwriter (CLU), Certified Health Specialist (CHS), and Registered Retirement Consultant (RRC). At R Sales & Associates Private Wealth Management, the team believes wealth is more than investing; it’s about all aspects of your family’s financial well-being, future, and legacy. Embedded investment fees come from assets under management. Clients can expect professional and compassionate service. That’s why their valued clients can expect exceptional personalized service and comprehensive financial planning expertise that proactively responds to their full family picture today and for years to come.

“deGraaf Financial Strategies is a female team of Certified Financial Planners led by Leony deGraaf Hastings. Their focus is on holistic financial planning for women and seniors in the Burlington and Hamilton area. Leony began her career as her Dad's assistant, then became a financial advisor about 25 years ago. Since then, she has gone on to earn her Elder Planning Counsellor (EPC), Certified Executor's Advisor (CEA), and Certified Financial Planner (CFP) designations to provide the best guidance possible for her clients. These credentials show her commitment to the industry and her clients as a trusted advisor with an excellent reputation. As a client of deGraaf Financial Strategies, you can expect personalized, expert advice for your specific circumstances, especially during times of life transitions such as divorce, retirement planning, or dealing with the loss of a spouse or parent. Leony ensures a professional and fully transparent process. You can contact deGraaf Financial Strategies to see how they can simplify your season of life.

“Halton Wealth Management's team is dedicated to enhancing your current and future lives, and this commitment is reflected in their efforts to improve the lives of Canadians nationwide. With over 25 years of expertise, they have guided clients toward the best investment choices for their unique situations. Nestled in Burlington and serving clients nationwide, their independent financial advisory firm caters to mindful investors seeking outstanding results. While they provide a wide range of services, they specialize in providing enduring financial stability for current and future retirees through sustainable incomes. They pride themselves on delivering superior custom solutions and innovative products often unavailable at other firms. Working with serious investors, they offer unique, cost-effective, customized solutions tailored to meet their needs. Clients benefit from reduced risk, lower fees, and tax efficiency, leading to predictable and sustainable results. They appreciate working with a highly disciplined firm dedicated to preserving clients' capital while generating solid returns through a value-based fundamental investment philosophy.