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3 Best Financial Services in Burlington, ON

Expert recommended Top 3 Financial Services in Burlington, ON. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

CONTINUUM II INC.

478 Elizabeth Street, Burlington, ON L7R 2M2 DIRECTIONS

Since 1996

Here’s The Deal:
Continuum II Inc. is the premier boutique financial service firm that assists business owners, professionals, executives and retirees in the GTA. Peter Andreana is a business owner specialist who is a holistic thinker and knack for looking at the big image and knowing details that need to be filled in for that image. Their mission is to help you reach financial well-being today and tomorrow, working together to make your dreams a reality and give a transformative experience. They built their reputation managing investments to reduce risk and help maximize gains. Continuum II Inc. uses a unique integrated planning approach that includes all fields of both personal and corporate financial planning services. They monitor and share your progress and connect with you to stay updated on your current and future needs.

SPECIALTY:
Budgeting, Insurance Analysis, Debt Management, Net Worth Projections, Charitable/Planned Giving Options and Plan, Wealth Management, Portfolio Analysis, Estate Solutions, Will Reviews, Investment, Financial and Retirement Planning, Employer Pensions, Employer Health & Dental Benefits

[email protected]

c2inc.com

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Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

HALTON WEALTH MANAGEMENT INVESTMENTS

1001 Champlain Avenue, Suite 300, Burlington, ON L7L 5Z4 DIRECTIONS

Since 1999

Here’s The Deal:
Halton Wealth Management Investments is an independent investment, insurance, and financial planning firm in Burlington providing services throughout Southern Ontario. They pride themselves on delivering superior custom solutions and innovative products, generally unavailable at most firms. They work with serious investors providing them with unique, cost-effective, customized solutions to meet their individual needs. Their clients benefit from reduced risk, lower fees and tax efficiency, leaving them predictable and sustainable results. They benefit from working with a highly disciplined firm dedicated to preserving clients’ capital while generating solid returns through the consistent application of a value-based fundamental investment philosophy. Their competitive fee-based services allow them to make all investment fees fully transparent. Their speciality is retirement income planning with a focus on retirees and near-retirees. Contact them for a free, no-obligation consultation.

SPECIALTY:
Wealth Management, Retirement Income Planning, Individually Customized Investments Solutions, Independent Advice & Benefits of Greater Tax Efficiency

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haltonwealthmanagement.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

KEVIN SCHUSTER, CFP, RRC - BOLD BARREL FINANCIAL

1357 Majestic Drive, Burlington, ON L7M 1G4 DIRECTIONS

Since 2005

Here’s The Deal:
Bold Barrel Financial was established with a clear focus on helping those that need it to get out of debt, then helping them reach every goal they can think of. Kevin Schuster is a professionally qualified and certified financial planner in the firm. Bold Barrel Financial is proud to be your financial wealth advisor in Southern Ontario, specializing in estate planning and planning for real estate agents. They assist you in making financial decisions that suit your needs. By working with you closely one-on-one, you can feel assured knowing that your investments and future goals are in excellent and safe hands. Their plans are strictly committed to assisting you to feel comfortable about your future or the unexpected, which can happen anytime. With decades of valuable experience, their trained financial advice ensures you are fully protected against any unexpected change in your life. They also offer free consultations on their services.

SPECIALTY:
Real Estate Agents, Retirement, Estate, Insurance & Tax Planning

Online Booking

[email protected]

boldbarrel.ca/about

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: