Halo Financial is deeply rooted in the motto, "Do what's right for the client, always!" We are strongly aligned with the best financial institutions, lenders and insurance providers in Canada so we can bring these solutions to our clients. Our advisors have been licensed and trained to ask the right questions, do the correct needs analysis and provide a solid financial solution to help our clients, so they can begin their journey with confidence towards financial independence. We are proud to be working with our financial partners, and honoured to be working with you, our client - our friend.
Our Ethics & Values
“Ethics is knowing the difference between what you have a right to do and what is right to do.”