STEVE HALLIDAY | SENIOR WEALTH ADVISOR
Strategic planning aligned with personalized outcomes, for today and for your future
We believe financial planning is about more than numbers – it’s about clarity, confidence and living life on your terms. Whether you’re preparing for retirement, selling a business, or organizing your legacy, we help you make decisions with peace of mind and purpose.
We specialize in guiding successful individuals and families through life’s financial transitions
- Pre-retirees & retirees seeking income clarity
- Business owners planning exits or succession
- Incorporated Professionals
- Farming families managing multi-generational wealth
- Affluent households with complex estate needs
Retirement
Planning
Retirement isn’t a finish line—it’s the next chapter. We help you transition from retirement saving to a retirement paycheque
Generating Monthly Income
Pension Integration
Long-term Tax-efficient Strategies
Tax
Planning
Retirement isn’t a finish line—it’s the next chapter. We help you transition from retirement saving to a retirement paycheque
Income Splitting & Deferral
Corporate Tax Efficiency
Estate Tax Mitigation
Estate & Legacy
Planning
Protect what you’ve built and pass it on with intention
Will & Trust Coordination
Charitable Giving Strategies
Multi-generational Wealth Transfer
Senior Consultant & Financial Planner
Why Work With Steve Halliday
We’re more than advisors—we’re partners in your financial journey.
Financial planning isn’t just about today—it’s about every chapter ahead. Let’s build a future that reflects your values, protects your legacy, and gives you the freedom to enjoy life now.
Personalized relationships: We treat clients like family, with advice tailored to your life—not just your balance sheet.
Access to experts: We collaborate with tax specialists, estate lawyers, and portfolio strategists to deliver holistic advice.
What Our Clients Say About Us
Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.
Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm).
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