3 Best Financial Services in Halton Hills, ON

“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.

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“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.

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“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.

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