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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
Your TFSA in 2021. What Can You Contribute?
January 11, 2021
When it comes to flexible investment tools, there's nothing quite like a Tax-Free Savings Account (TFSA). This registered account allows you to hold not just savings but also investment equities like stocks, bonds, mutual funds and GICs. All of your investments grow tax-free in a TFSA. What's... Read more
Post-Holiday Debt? You're Not Alone
January 11, 2021
"This is the last time I'm starting a new year saddled with credit card debt," says Tiffany, a 48-year-old computer analyst. "I've said this every January for the past five years. This year, I've got to keep this promise to myself. I don't want to spend another 12 months catching up, only to fall... Read more
Helping Adult Children Buy A Home
January 11, 2021
With the average price of a home in Canada costing roughly $530,000 in 20201, it's getting harder for first-time buyers to enter the market. This is likely why a growing number of parents are stepping up to help their adult children purchase a home. While it's admirable to offer this level of... Read more

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