Halsey Financial Group

We are a Victoria firm that provides effective wealth management in a personalized setting. Many of our clients are reitred and rely on the investments we manage for ther retirement income, a significant number are still working and savings towards reitrement. The advise and solutions we provide are critical to enable them to realize their financial dreams. All of our mutual funds are provided thought Assante Wealth Management, a large national mutual fund dealer owned by CI Investments. The GIC and Insurance business we do on behalf of our clients is placed directly with various financial and insurance institutions. The result of this structure is the financial security which large national financial institutions can provide combined with the personalized attention which a smaller, boutique firm can offer.