Balanced Financial Wealth Management is a leading independent financial advisory firm, built on a foundation of putting our clients' interests first. For over 35 years, we have been dedicated to providing unparalleled financial guidance and expertise.
As a truly independent firm, we are unencumbered by outside influences and committed solely to offering the best financial solutions to clients. We are proud to be a full-service advisory firm with the ability to offer any financial products available including Stocks, Bonds, GIC's, Mutual Funds, *Segregated Funds, ETF's and *insurance solutions. Our team of advisors stays at the forefront of the industry through ongoing education, ensuring our clients receive the best possible counsel.
Our mission is to consistently deliver exceptional financial services to our clients. We believe that the key to success is in listening, and we take the time to understand each client's unique needs, goals, and circumstances. By building strong, long-lasting relationships, we help our clients create solid financial strategies that work towards realizing their aspirations.
We work hand-in-hand with our clients, utilizing their existing resources to plan for a secure financial future. Our commitment to excellence is reflected in the fact that the majority of our new clients come to us through referrals from satisfied customers.
Investments are provided through Worldsource Securities Inc., sponsoring investment dealer and a member of the Canadian Investor Protection Fund (www.CIPF.ca) and of the Canadian Investment Regulatory Organization (www.CIRO.ca).
*Insurance solutions including segregated funds, referenced on this website, are not provided through Worldsource Securities Inc. and are offered through the advisors, Taylor Burns and Raymond Burns, separately. Worldsource Securities Inc. does not oversee nor assume responsibility for insurance-related activities conducted by the advisors outside of Worldsource Securities Inc.
