Halsey Financial Group

Halsey Financial Group Founded in 1981, Halsey Fiancial Group is a boutique firm offering personalized attention to your financial needs.

We work collaboratively with our clients to identify their key goals and concerns, provide practical, effective financial solutions and strategies allowing them to realize ther objectives. A strong emphasis is placed on using conservative, proven financial vehicles to provide asset growth and protection and retirement income.

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.

Address

201 Chatterton Way
Victoria, BC
V8X 5J2

Telephone

250-475-6700

Website

Products

GIC's, RRSP's, RRIF's, RESP's, Annuities, Life and Disaility Insurance, Long-Term Care Insurance, Critical Illness Insurance, Financial Planning, Investment Planning, Retirement Planning and Estate Planning

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