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!

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LIZ LECKIE

IG WEALTH MANAGEMENT INC.
511 Main Street, Unit 203,
Halton Hills, ON L7G 3S8 Directions

Since 2016

Specialty:

✓Financial Planning ✓Private Wealth Management ✓Investment Planning ✓Retirement Planning ✓Retirement Income Planning ✓Tax Planning ✓Estate Planning ✓Legacy Planning ✓Wealth Transfer ✓Insurance Planning ✓Business Succession Planning ✓Financial Planning for Business Owners ✓Divorce and Separation Financial Planning ✓Charitable Giving ✓Philanthropy ✓High-net-worth Financial 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. Their large team of financial planning experts specializes in investment, retirement, tax, and life planning.

2026 Highlights: Liz Leckie helps to keep more of your wealth working toward the life you want to build by coordinating personal, corporate, and estate decisions with thoughtful timing and structure."

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License #1001287662

Contact:

(416) 707-4169

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

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MOMENTUM FINANCIAL SERVICES INC.

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

Since 2015

Specialty:

✓Financial Planning ✓Wealth Management ✓Investment Planning ✓Retirement Planning ✓Retirement Income Planning ✓Tax Planning ✓Estate Planning ✓Insurance Planning ✓Wealth Preservation ✓Financial Planning for Families ✓Financial Planning for Business Owners

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

2026 Highlights: Momentum Financial Services Inc. brings together decades of expertise in personalized financial planning, offering a bespoke white-glove service that sets them apart."

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License #1774605

Contact:

(905) 873-9868

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

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MILOS KOCIC

EDWARD JONES 211 Guelph Street, Unit 4,
Halton Hills, ON L7G 5B5 Directions

Since 2016

Specialty:

✓Business Owner Considerations ✓Employee Stock Options ✓Estate and Legacy Strategies ✓Wealth Protection Strategies

“2026 Highlights: Milos Kocic is an Edward Jones financial advisor. He believes it's important to invest time to understand what you're working toward before you invest your money. He also believes it's important to understand the level of risk you're comfortable accepting when investing, so he and his team can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals.”

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Price:

Edward Jones Guided Portfolios
Fee-Based Annual Program Fee Starting 1.5%

Contact:

(289) 277-7420

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

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