3 Best Financial Services in Halton Hills, ON

Expert-recommended Top 3 Financial Services in Halton Hills, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

3+ YEARS IN TBR
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IG WEALTH MANAGEMENT INC.

LIZ LECKIE 511 Main Street, Unit 203, Georgetown,
Halton Hills, ON L7G 3S8 Directions

Since 2016

Specialty:

Financial Planning Retirement Income Strategies Tax Planning Estate Planning

Liz Leckie is the Certified Financial Planner® at IG Wealth Management. Being a financial planner has allowed Liz to continue her passion for excellence, helping individuals and families reach their personal and financial goals while building her own business. She specializes in goal-oriented financial planning for professionals, individuals, and families. Liz works collaboratively with clients to reach personal and professional goals while helping build financial security and empowerment. She also works with a team of experienced region-based specialists to provide personalized, comprehensive financial planning solutions, including planning for retirement, increasing cash flow, developing tax-saving strategies, and decreasing overall financial risk.

2025 Update: Their large team of financial planning experts specializes in investment, retirement, tax, and life planning.

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License #1001287662

Price:

mortgage principal loan amount of $150,000
Appraisal Up to $500
FCT Insurance Up to $950
Mortgage, up to $715
Discharge Up to $300

Discount:

Get up to $2500 cash back when you switch your mortgage to IG

Contact:

  • liz.leckie@ig.ca
(416) 707-4169

Open 24 Hours

TBR® Inspection Report:

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MOMENTUM FINANCIAL SERVICES INC.

61 Main Street South 2nd Floor, Unit A,
Halton Hills, ON L7G 3G2 Directions

Since 2015

Specialty:

Succession Tax and Retirement Planning Estate Planning Wealth Management Planned Giving and Philanthropy

Momentum Financial Services Inc.'s owner, insurance broker, and CFP is Peter Sproule. As a founding partner and Certified Financial Planner, his strength lies in analyzing and developing strategies to help individuals and businesses reach their financial goals. Growing up in a family business, he understands the financial challenges small business owners and professionals face and the importance of building long-lasting professional relationships based on trust and excellent personal service. As independent investment advisors, the team at Momentum Financial Services Inc. has a fiduciary responsibility to explore all investment options on your behalf, including those typically accessible only to financial institutions and ultra-high-net-worth families. Investors place their assets in portfolios similar to those of many clients. Their team has the expertise, knowledge, and experience to understand your family's needs and structure investment, tax, and estate planning strategies to meet your financial goals. They can devise and implement action plans to help you achieve your wealth accumulation objectives and provide peace of mind with a plan to address life's challenges.

2025 Update: Peter has spoken on numerous financial topics across Canada, for both small companies and some of the largest Fortune 500 Companies.

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License #1774605

Contact:

(905) 873-9868

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

TBR® Inspection Report:

7+ YEARS IN TBR
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CALDWELL SECURITIES LTD.

67 Main Street South,
Halton Hills, ON L7G 3G2 Directions

Since 1980

Specialty:

Portfolio and Wealth Management Private Accounts Registered Accounts Education ( RESP ) Retirement ( RRSP and RRIF ) LIRA LIF Tax-Free Savings Accounts ( TFSA ) and First Home Savings Account ( FHSA )

Caldwell Securities Ltd. founder and chairman is Thomas S. Caldwell. The Caldwell Securities Ltd team provides independent, personalized, innovative wealth management strategies, investment solutions, and professional investment management services for families, individuals, corporations, trusts, and foundations. They are committed to employment equity and diversity principles and are dedicated to removing recruitment and selection barriers. They encourage members of equity-seeking groups, including people with disabilities, to apply.

2025 Update: Caldwell Securities Ltd. is a member of the Canadian Investment Regulatory Organization (“CIRO”) and a member firm of the Canadian Investor Protection Fund (“CIPF”).

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Contact:

(905) 877-8092 (877) 977-8092

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

TBR® Inspection Report:

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