Members

James P. Gunn

Burlington

Halton Wealth Management

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
James P. Gunn

Member Bio

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With over 25 years of experience, our independent firm Halton Wealth Management situated in Burlington, Ontario and serving clients nationwide places a premium on earning your trust. We are here for you to provide the assurance of seasoned expertise. Our focus is on serious investors motivated to achieve outstanding results, providing an experience where you are part of the family, not just a number on a spreadsheet. You can expect a one-on-one experience that includes transparent fees, fully customized portfolio and financial planning services tailored to your specific needs.
Our approach to wealth management goes beyond financial growth and protection—it’s about amplifying the quality of your life. A successful Financial Planner looks beyond the present, keeping your future goals in mind with commitment to both your right now and your someday.

Specializations

Retirement Income Planning
Investment Management
Financial Planning
Portfolio Management
Tax Planning
Estate Planning
Insurance Planning

Designation(s)

CEA
CFP (Canada)
RRC

Compensation Models

Fee based (AUM)

Professional Associations

CIFPs

Education

Assets Under Management

Practice Size

Investment License

Securities

Provinces Licensed (Investment)

Ontario
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