Why Choose Us
With access to a wealth of tools and resources, we are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and United Financial, a division of CI Private Counsel LP.
Our core values of integrity, passion and professionalism drive our business. You can feel secure knowing that your financial needs are being looked after by an Assante advisor.
Financial Planning is a process of logical decision making that is done over a series of stages. We sit together and map out your future financial needs by determining your current financial situation while considering your financial goals.
How We Work
We work collaboratively with our clients to identify their key goals and concerns and provide practical, effective financial solutions and strategies to allow them to realize their objectives. I liken this process to navigating a boat.
Halsey Financial Group was founded in 1981 as Halsey Insurance and Investment Services by my father William A. Abbott. My brother Greg and I continued together as Halsey Financial Group until 2000 at which point we separated with Greg forming his own company Halsey Insurance Services and myself as Halsey Financial Group.
I am also a financial advisor with Assante Capital Management Ltd and provide investment services through Assante, a large mutual fund dealer. The GIC and Insurance business we do on behalf of our clients is placed directly with various institutions. This means that our clients have the security of knowing their investments are secure with a large dealership that is regualted. In addition, we provide personalized finiancial planning and insurance services through Halsey Financial Group, which is a smaller, privately owned firm. Our staff is not moved or transferred and we can offer you a long-term Financial Advisor/Client relationship which you and your family can rely on for years to come.
How We Work: We work collaboratively with our clients to identify their key goals and concerns and provide practical, effective financial solutions and strategies to allow them to realize their objectives. I liken this process to navigating a boat. You must first plan a course based on your desired destination taking into account weather, tide and other factors. Once your course is planned you can start your voyage, but invariably things occur during the trip that require mid-course corrections. Provided you successfully make these adjustments you will safely arrive at your final destination.
Likewise in finances it is not the initial plan that is most important, but the “mid-course corrections” that ultimately determine the success or failure of a person to realize their financial goals. This is where our client-focused, collaborative approach proves invaluable. We are committed to working with you through regular face-to-face meetings to ensure we make the necessary changes and adjustments to ensure success. Our objective analysis ensures we can shop freely to get the very best financial solutions for our clients. In our experience it is this process of making regular adjustments and the autonomy that makes the critical difference.
My Focus and Philosophy: I believe in the value of a client focused, consultative approach to financial planning. This means I take great care to listen first before making any recommendations. When someone chooses to work with us they are trusting us with more than their money – they are trusting us with their financial future. This is something I never forget. We place a strong emphasis on using conservative, income oriented financial vehicles to provide asset growth and retirement income. My staff and I are committed to being there for you and your family, and because we are independent and privately owned this is a commitment we can keep. In todays world of instant communication and reams of information the value of a trusted financial advisor can be overlooked. Your long-term financial success will not be determined by simply getting a hot investment, rather it will be the cumulative effect of all the financial decisions made during your working and retirement years. The quality of these decisions can be significantly enhanced by working with a knowledgeable and trusted financial advisor. Our goal is to be that advisor for you and your family.