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Welcome to Our Home Page  We provide financial services to individuals in Mississauga and the GTA, who are seeking to develop, implement and monitor a long-term financial plan. Our plans consider all areas of a person’s finances including tax, retirement, insurance, estate and investment planning. We clarify your current circumstances, identify your objectives, and assist in setting priorities to achieve your goals.

Balanced Financial Investments is a comprehensive financial planning firm with the ability to provide independent, unbiased advice with no selling pressure used when making recommendations. We believe that clients must be given the tools and the time to make the important decisions about their financial future.

If these are the types of services you are looking for - contact our office for more information.

Beliefs and Values

"It is not what you earn, it is what you keep that matters."

I work with clients of varying income and asset levels as a starting point to move them towards financial independence. By providing multiple meeting locations and flexible office hours I am able to fit into your lifestyle.

Credentials
  • Member of the Canadian Association of Financial Planners (ADVOCIS) since 1991
  • CFP (Certified Financial Planner) achieved in 1997
  • R.F.P. (Registered Financial Planner) achieved in 1998 (advanced financial planning designation)
Experience

I have worked with some of the top financial planning firms in the industry since 1990. These include a major trust company, a bank, an insurance company and various fee-for-service financial planning firms.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Gary Hirlehey

Financial Planning

Retirement Planning

Estate Planning

Tax Planning

Portfolio Analysis

Insurance Analysis

FLAT RATE Tax Returns

  • Latest News
Questions. Questions. Questions.
April 12, 2021
It is increasingly difficult to ignore some of the trading action in the markets that is causing surprising moves in equity values while the underlying economy continues to struggle (refer to U.S. unemployment data, for example). This type of divergence has occurred in the past and at some point... Read more
Time-Tested Money Management Strategies
April 12, 2021
As we grow up, what we learn about money from our parents can significantly influence how we earn, save, and grow our wealth. Meaghan, an elementary school teacher, credits her mother for her healthy approach to finances today. "I was lucky to grow up understanding that I could control my... Read more
Preparing for Retirement? Learn How RRIFs Work
April 12, 2021
If you've been contributing to a pension or Registered Retirement Savings Plan (RRSP) and retirement or your 71st birthday is around the corner, you're required to convert that nest egg into a Registered Retirement Income Fund (RRIF). This benefits you because an RRIF allows you to withdraw... Read more

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