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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
Planning Ahead During Uncertain Times
February 8, 2021
As some provinces head into a second COVID-19 lockdown, some people are asking the question: Why bother investing for the long term? For many, especially Millennials, the task of building financial wealth and security looks increasingly hopeless. Even the most prudent small business owners were... Read more
Why You Should Choose a Financial Advisor
February 8, 2021
There are common misconceptions about the value of working with a financial advisor. Some believe you have to be rich to be worthy of financial advice. Others take a DIY approach, believing that online resources will guide their needs. Some people feel that they are too young, too old, or too much... Read more
Planning to Protect Your Legacy
February 8, 2021
Your estate is everything you own today - your home, savings, investments, life insurance and personal possessions. So, no matter where you may be on your financial journey, you have an estate that needs protecting. But how you approach this plan is important. Julie decided to save money by... Read more

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