Halo continues to provide training, educate opportunities and mentorship to help our agents learn the ins and outs of the industry. We are strongly aligned with the best financial institutions, lenders and insurance providers in Canada so we can bring these solutions to our clients. Fiori is very knowledgeable and approachable, he gave me all the advice in a direct and concise way.
Easy to understand worthwhile discussion. Very professional and informative. Thank you Teresa and Fiori for all your financial help to set me on the right path to financial success and peace of mind for myself and my family, now and for the future! Very happy to be a part of Halo because of how we educate families and help them to achieve their goals.
Easy to understand worthwhile discussion. Very professional and informative. Thank you Teresa and Fiori for all your financial help to set me on the right path to financial success and peace of mind for myself and my family, now and for the future! Very happy to be a part of Halo because of how we educate families and help them to achieve their goals.
Services
About Halo
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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 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.
Investments
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Save for your children's education. An RESP is to education what an RRSP is to retirement: it allows you to build up tax-deferred savings to put toward your child's post-secondary studies. With an RESP, you give the most precious gift there is to your child, grandchild, niece or nephew: a promising future.
RRSP Loan
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If you are temporarily short on cash and can't contribute to your registered retirement savings plan (RRSP), an RRSP loan may be just the thing for you. In fact, the money you receive from your tax return and investments might even cover the cost of the loan. This way, you can continue to contribute to your RRSP or increase your contributions, no matter your financial situation.
Reset Feature
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To protect your investments from possible downturns in financial markets, our segregated funds offer a guarantee at maturity. On the chosen maturity date, we guarantee the higher of the following amounts: The market value of your investments; 100%* of the deposits made up to 15 years prior to the maturity date, plus 75% of the deposits made in the final 15 years.
Ecoflex
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Provides you with 100% capital protection at the date of your choice and ensures estate protection in case of death. Allows you to maintain your investment earnings in spite of market downturns. Offers the best of both worlds by allowing you to be fully invested in the markets and have the best possible protection for your savings.
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